ESOP · DOL Form 5500 · 2023

Avery W. Hall Insurance Agency, Inc ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
49
Participants Small participant base
79th
Percentile by assets National rank
$589,891
Avg per participant High balance/head
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Official DOL plan name: Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Avery W. Hall Insurance Agency, Inc · Maryland · Finance & Insurance

$29M in assets, 49 participants

Avery W. Hall Insurance Agency, Inc's Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan reported $29M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,975 in Finance & Insurance (8,869 peers)

Where Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits by assets

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 49 participants (~$589,891/participant), up 70.0% in 2023.

#5,975
in Finance & Insurance (8,869 peers)
+70.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's outsized position by total assets

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$28,904,682 Top 21% higher than 79% 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

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520631975 · Avery W. Hall Insurance Agency, Inc PY 2023 · ESOP

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan · $29M · 49 · 79th

  • EBSA $29M
  • EBSA 49
  • EBSA 79th
  • EBSA ESOP
  • EBSA near Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan
  • EBSA ind #5975

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 Maryland →

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Weston & Sampson, Inc. Employee Stock Ownership PlanWeston & Sampson, Inc. Emplo…$29MLarson Design Group Employee Stock Ownership PlanLarson Design Group Employee…$29MAero Instruments & Avionics, Inc. Employee Stock Ownership PlanAero Instruments & Avionics,…$29MAvery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanAvery W. Hall Insurance Agen…$29MFox Valley Fire & Safety Co., Inc. Employee Stock Ownership PlanFox Valley Fire & Safety Co.…$29M
End-of-year total assets ($M) among Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$29M
Net Income$12M
Employer EIN520631975
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avery W. Hall Insurance Agency, Inc)

Sponsor-wide plan assets over time

All Avery W. Hall Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$29M 69.9907431802998% vs 2022
2023 filing year
$15M$20M$25M$30M$35M 20222023 $17M $28.9M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 52 $17M
2023 1 49 $29M

Nearby ESOP Plans in Maryland

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

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.028904682 · Participants: 49Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan in NY ($29M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan surged - up 70.0% during 2023, from $17M to $29M. Reported net income was $12M.
How have Avery W. Hall Insurance Agency, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Avery W. Hall Insurance Agency, Inc's sponsor-wide assets grew 70.0%, from $17M to $29M.
Where does Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan in NY ($29M, 98 participants).
Which ESOP plans cover a similar participant headcount to Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 520631975.

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.