ESOP · DOL Form 5500 · 2023

Halff Associates, Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
979
Participants Near avg headcount
86th
Percentile by assets National rank
$54,608
Avg per participant Low balance/head
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Official DOL plan name: Halff Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Halff Associates, Inc. · Texas · Professional & Technical Services

$53M in assets, 979 participants

Halff Associates, Inc.'s Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported $53M in total assets and 979 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,726 in Professional & Technical Services (20,321 peers)

Where Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $53M for 979 participants (~$54,608/participant), up 30.1% in 2023.

#17,726
in Professional & Technical Services (20,321 peers)
+30.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Halff Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$53,461,500 Top 14% higher than 86% 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

Halff Associates, Inc. Employee Stock Ownership Plan and Trust 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. Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (979 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Halff Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $41M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 880 in the plan year 2022 filing to 979 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751308699 · Halff Associates, Inc. PY 2023 · ESOP

Halff Associates, Inc. Employee Stock Ownership Plan and Trust · $53M · 979 · 86th

  • NET $53M
  • NET 979
  • NET 86th
  • NET ESOP
  • NET near Subzero Constructors, Inc. Employee Stock Ownership Plan
  • NET ind #17726

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 What is an ESOP? → · Plans in Texas →

Halff Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Aqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$54MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53MSubzero Constructors, Inc. Employee Stock Ownership PlanSubzero Constructors, Inc. E…$53MChasse Enterprises, Inc Employee Stock Ownership PlanChasse Enterprises, Inc Empl…$53MBiozyme Incorporated Employee Stock Ownership PlanBiozyme Incorporated Employe…$53M
End-of-year total assets ($M) among Halff Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$53M
Net Income$13M
Employer EIN751308699
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halff Associates, Inc.)

Sponsor-wide plan assets over time

All Halff Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241M 35.692288333619956% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $177M $241M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 2,036 $177M
2023 2 2,359 $222M
2024 2 2,601 $241M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Halff Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0534615 · Participants: 979Halff Associates, Inc. Employee Stock Ownership Plan and TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Halff Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Halff Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA ($53M); by covered participants it is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN (978 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (979 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 Halff Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Halff Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 30.1% during 2023, from $41M to $53M. Reported net income was $13M.
How have Halff Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halff Associates, Inc.'s sponsor-wide assets grew 35.7%, from $177M to $241M.
Where does Halff Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Halff Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th 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 ESOP plans are similar in size to Halff Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA ($53M, 172 participants).
Which ESOP plans cover a similar participant headcount to Halff Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN (978 participants, $76M 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 751308699.

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.