401(k) · DOL Form 5500 · 2023

Halma Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
2,778
Participants Above avg headcount
96th
Percentile by assets National rank
$96,353
Avg per participant Below avg balance/head
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Official DOL plan name: Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Halma Holdings Inc. · New Jersey · Management of Enterprises

$268M in assets, 2,778 participants

Halma Holdings Inc.'s Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported $268M in total assets and 2,778 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #977 in Management of Enterprises (1,137 peers)

Coverage in New Jersey

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan covers 2,778 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $268M.

#977
in Management of Enterprises (1,137 peers)
+24.5%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's outsized position by total assets

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$267,667,778 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan lands in the large band (2,778 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Halma Holdings Inc. Profit Sharing/Savings Retirement Plan end-of-year assets rose from $215M in the plan year 2022 filing to $268M in the plan year 2023 filing.
  • Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported participants rose from 2,299 in the plan year 2022 filing to 2,778 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610962400 · Halma Holdings Inc. PY 2023 · 401(k)

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · $268M · 2,778 · 96th

  • BOOK $268M
  • VS-ST 2,778
  • BOY 96th
  • SCH 401(k)
  • EBSA near Epiq 401(k) Retirement Plan
  • PART ind #977

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in New Jersey →

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in the asset neighbourhood

Quest Software Inc. 401(k) PlanQuest Software Inc. 401(k) P…$268MRandolph-Brooks Federal Credit Union 401(k) PlanRandolph-Brooks Federal Cred…$268MHalma Holdings Inc. Profit Sharing/Savings Retirement PlanHalma Holdings Inc. Profit S…$268MEpiq 401(k) Retirement Plan$268MBacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement PlanBacardi U.S.a., Inc. & Affil…$267M
End-of-year total assets ($M) among Halma Holdings Inc. Profit Sharing/Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$268M
Net Income$48M
Employer EIN610962400
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halma Holdings Inc.)

Sponsor-wide plan assets over time

All Halma Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$294M 36.6974906694581% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $215M $294M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 2,299 $215M
2023 1 2,778 $268M
2024 1 2,793 $294M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Halma Holdings Inc. Profit Sharing/Savings Retirement Plan, Total assets ($B): 0.267667778 · Participants: 2778Halma Holdings Inc. Profit Sharing/Savings Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Halma Holdings Inc. Profit Sharing/Savings Retirement Plan side-by-side with 3 peers →

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Epiq 401(k) Retirement Plan in GA ($268M); by covered participants it is Teichert Inc. Retirement Savings Plan in CA (2,777 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,778 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halma Holdings Inc. Profit Sharing/Savings Retirement Plan assets move in 2023? ▼
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan grew sharply - up 24.5% during 2023, from $215M to $268M. Reported net income was $48M.
How have Halma Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halma Holdings Inc.'s sponsor-wide assets grew 36.7%, from $215M to $294M.
Where does Halma Holdings Inc. Profit Sharing/Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epiq 401(k) Retirement Plan in GA ($268M, 6,371 participants).
Which 401(k) plans cover a similar participant headcount to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teichert Inc. Retirement Savings Plan in CA (2,777 participants, $227M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610962400.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.