401(k) · DOL Form 5500 · 2023

Hall & Evans, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
205
Participants Below avg headcount
83rd
Percentile by assets National rank
$199,005
Avg per participant Above avg balance/head
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Official DOL plan name: Hall & Evans, LLC Employee Savings Plan · Sponsored by Hall & Evans, LLC · Colorado · Professional & Technical Services

$41M in assets, 205 participants

Hall & Evans, LLC's Hall & Evans, LLC Employee Savings Plan reported $41M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,085 in Professional & Technical Services (20,321 peers)

Where Hall & Evans, LLC Employee Savings Plan sits by assets

Hall & Evans, LLC Employee Savings Plan sits in the top quartile of all filed plans by assets, $41M for 205 participants (~$199,005/participant), up 14.4% in 2023.

#17,085
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hall & Evans, LLC Employee Savings Plan's outsized position by total assets

Hall & Evans, LLC Employee Savings Plan vs every filed plan by assets

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

$40,795,992 Top 17% higher than 83% 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

Hall & Evans, LLC Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hall & Evans, LLC Employee Savings Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hall & Evans, LLC Employee Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hall & Evans, LLC Employee Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Hall & Evans, LLC Employee Savings Plan reported participants rose from 202 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841225924 · Hall & Evans, LLC PY 2023 · 401(k)

Hall & Evans, LLC Employee Savings Plan · $41M · 205 · 83rd

  • PART $41M
  • TYPE 205
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Performance Services, Inc. Thrift Plan
  • BOY ind #17085

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Hall & Evans, LLC Employee Savings Plan in the asset neighbourhood

Hall & Evans, LLC Employee Savings PlanHall & Evans, LLC Employee S…$41MPerformance Services, Inc. Thrift PlanPerformance Services, Inc. T…$41MBwc 401(k) Savings Plan$41MCoface U. S. Group 401(k) PlanCoface U. S. Group 401(k) Pl…$41MSpire 401(k) Plan$41M
End-of-year total assets ($M) among Hall & Evans, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN841225924
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hall & Evans, LLC)

Sponsor-wide plan assets over time

All Hall & Evans, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 27.084988582531572% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.7M $45.3M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 202 $36M
2023 1 205 $41M
2024 1 227 $45M

Nearby 401(k) Plans in Colorado

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

Hall & Evans, LLC Employee Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Hall & Evans, LLC Employee Savings Plan, Total assets ($B): 0.040795992 · Participants: 205Hall & Evans, LLC Employee Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Hall & Evans, LLC Employee Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Hall & Evans, LLC Employee Savings Plan side-by-side with 3 peers →

Hall & Evans, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Performance Services, Inc. Thrift Plan in IN ($41M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Hall & Evans, LLC Employee Savings Plan assets move in 2023? ▼
Hall & Evans, LLC Employee Savings Plan grew at a solid clip - up 14.4% during 2023, from $36M to $41M. Reported net income was $5M.
How have Hall & Evans, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hall & Evans, LLC's sponsor-wide assets grew 27.1%, from $36M to $45M.
Where does Hall & Evans, LLC Employee Savings Plan rank by assets among Form 5500 filers? ▼
Hall & Evans, LLC Employee Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hall & Evans, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Performance Services, Inc. Thrift Plan in IN ($41M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Hall & Evans, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 841225924.

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.