ESOP · DOL Form 5500 · 2023

Halloran Consulting Group, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
143
Participants Small participant base
64th
Percentile by assets National rank
$89,024
Avg per participant Below avg balance/head
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Official DOL plan name: Halloran Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Halloran Consulting Group, Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 143 participants

Halloran Consulting Group, Inc.'s Halloran Consulting Group, Inc. Employee Stock Ownership Plan reported $13M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,787 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Halloran Consulting Group, Inc. Employee Stock Ownership Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#12,787
in Professional & Technical Services (20,321 peers)
+53.2%
assets growth YoY

Halloran Consulting Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,730,482 Top 36% higher than 64% 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

Halloran Consulting Group, Inc. Employee Stock Ownership 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. Halloran Consulting Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

Form 5500 schedule snapshot

Filing strip 043408953 · Halloran Consulting Group, Inc. PY 2023 · ESOP

Halloran Consulting Group, Inc. Employee Stock Ownership Plan · $13M · 143 · 64th

  • PCT $13M
  • EIN 143
  • RANK 64th
  • PHOTO ESOP
  • IND near Broadway Electric, Inc. Employee Stock Ownership Plan
  • EOY ind #12787

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 Massachusetts →

Halloran Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Halloran Consulting Group, Inc. Employee Stock Ownership PlanHalloran Consulting Group, I…$13MBroadway Electric, Inc. Employee Stock Ownership PlanBroadway Electric, Inc. Empl…$13MUnion Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$13MBenmark Holdings, Inc. Employee Stock Ownership PlanBenmark Holdings, Inc. Emplo…$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13M
End-of-year total assets ($M) among Halloran Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$5M
Employer EIN043408953
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Halloran Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.900066531331984% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $16.4M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 143 $13M
2023 2 291 $27M
2024 2 221 $16M

Nearby ESOP Plans in Massachusetts

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

Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Halloran Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.730482 · Participants: 143Halloran Consulting Group, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Halloran Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Halloran Consulting Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Broadway Electric, Inc. Employee Stock Ownership Plan in IL ($13M); by covered participants it is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Halloran Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Halloran Consulting Group, Inc. Employee Stock Ownership Plan surged - up 53.2% during 2023, from $8M to $13M. Reported net income was $5M.
How have Halloran Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halloran Consulting Group, Inc.'s sponsor-wide assets grew 22.9%, from $13M to $16M.
Which ESOP plans are similar in size to Halloran Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Broadway Electric, Inc. Employee Stock Ownership Plan in IL ($13M, 50 participants).
Which ESOP plans cover a similar participant headcount to Halloran Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants, $10M 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 043408953.

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.