Defined Benefit (Pension) · DOL Form 5500 · 2023

Hallmark Financial Services Inc Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
6
Participants Small participant base
59th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Millers Insurance Group · Sponsored by Hallmark Financial Services Inc · Texas · Finance & Insurance

$10M in assets, 6 participants

Hallmark Financial Services Inc's Retirement Plan for Employees of the Millers Insurance Group reported $10M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,862 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Retirement Plan for Employees of the Millers Insurance Group holds $10M for 6 participants - about $1.7M per participant, above the median plan by assets.

#3,862
in Finance & Insurance (8,869 peers)
+4.9%
assets growth YoY

Retirement Plan for Employees of the Millers Insurance Group's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of the Millers Insurance Group vs every filed plan by assets

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

$10,115,124 Top 41% higher than 59% 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

Retirement Plan for Employees of the Millers Insurance Group among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Millers Insurance Group is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of the Millers Insurance Group reported net income rose from -$3M in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • Retirement Plan for Employees of the Millers Insurance Group end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750439860 · Hallmark Financial Services Inc PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of the Millers Insurance Group · $10M · 6 · 59th

  • BOY $10M
  • BOY 6
  • BOY 59th
  • BOY Defined Benefit (Pension)
  • BOY near Grain Craft, Inc. Retirement Plan for Hourly Employees
  • BOY ind #3862

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 Finance & Insurance retirement plans → · Plans in Texas →

Retirement Plan for Employees of the Millers Insurance Group in the asset neighbourhood

Holland Neway UAW Retirement Income PlanHolland Neway UAW Retirement…$10MRetirement Plan for Employees of the Millers Insurance GroupRetirement Plan for Employee…$10MGrain Craft, Inc. Retirement Plan for Hourly EmployeesGrain Craft, Inc. Retirement…$10MGeneral Wire Spring Company Pension Plan for Bargaining Unit EmployeesGeneral Wire Spring Company …$10MB&g Foods Stoughton, Wisconsin Union Pension PlanB&g Foods Stoughton, Wiscons…$10M
End-of-year total assets ($M) among Retirement Plan for Employees of the Millers Insurance Group and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$473K
Employer EIN750439860
Plan Effective Date1938-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallmark Financial Services Inc)

Sponsor-wide plan assets over time

All Hallmark Financial Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.257968331505408% vs 2022
2024 filing year
$9.4M$9.6M$9.8M$10M$10.2M$10.4M 202220232024 $9.64M $10.3M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 6 $10M
2023 1 6 $10M
2024 1 6 $10M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Millers Insurance Group vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of the Millers Insurance Group, Total assets ($B): 0.010115124 · Participants: 6Retirement Plan for Employees of the Millers Insurance GroupAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Retirement Plan for Employees of the Millers Insurance Group vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of the Millers Insurance Group side-by-side with 3 peers →

Retirement Plan for Employees of the Millers Insurance Group's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Grain Craft, Inc. Retirement Plan for Hourly Employees in TN ($10M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plan for Employees of the Millers Insurance Group assets move in 2023? ▼
Retirement Plan for Employees of the Millers Insurance Group edged up modestly - up 4.9% during 2023, from $10M to $10M. Reported net income was $473K.
How have Hallmark Financial Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallmark Financial Services Inc's sponsor-wide assets grew 6.3%, from $10M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Millers Insurance Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Grain Craft, Inc. Retirement Plan for Hourly Employees in TN ($10M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Millers Insurance Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, N/A 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 750439860.

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.