401(k) · DOL Form 5500 · 2023

Haley Ward 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
182
Participants Below avg headcount
84th
Percentile by assets National rank
$237,573
Avg per participant Above avg balance/head
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Official DOL plan name: Haley Ward Employee Stock Ownership 401(k) Plan · Sponsored by Haley Ward · Maine · Professional & Technical Services

$43M in assets, 182 participants

Haley Ward's Haley Ward Employee Stock Ownership 401(k) Plan reported $43M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,268 in Professional & Technical Services (20,321 peers)

Coverage in Maine

Haley Ward Employee Stock Ownership 401(k) Plan covers 182 participants in Maine, about 39% of the average Maine filer (state average ~472 per filing). Assets: $43M.

#17,268
in Professional & Technical Services (20,321 peers)
+57.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Haley Ward Employee Stock Ownership 401(k) Plan's outsized position by total assets

Haley Ward Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$43,238,368 Top 16% higher than 84% 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

Haley Ward Employee Stock Ownership 401(k) 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. Haley Ward Employee Stock Ownership 401(k) Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haley Ward Employee Stock Ownership 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Haley Ward Employee Stock Ownership 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Haley Ward Employee Stock Ownership 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010360334 · Haley Ward PY 2023 · 401(k)

Haley Ward Employee Stock Ownership 401(k) Plan · $43M · 182 · 84th

  • EBSA $43M
  • PART 182
  • TYPE 84th
  • NET 401(k)
  • BOOK near Superior Beverage Group 401(k) Retirement Savings Plan
  • VS-ST ind #17268

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 Maine →

Haley Ward Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Haley Ward Employee Stock Ownership 401(k) PlanHaley Ward Employee Stock Ow…$43MSuperior Beverage Group 401(k) Retirement Savings PlanSuperior Beverage Group 401(…$43MAbbott Capital Management, LLC Employees' Profit Sharing Plan & TrustAbbott Capital Management, L…$43MQvi 401-K Plan$43MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$43M
End-of-year total assets ($M) among Haley Ward Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$43M
Net Income$16M
Employer EIN010360334
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haley Ward)

Sponsor-wide plan assets over time

All Haley Ward plans reported in each filing year

Latest sponsor-wide plan assets
$52M 88.26721621771112% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.4M $51.6M ▲ +88.3%
Year Plans Participants Total Assets
2022 2 249 $27M
2023 1 182 $43M
2024 1 224 $52M

Nearby 401(k) Plans in Maine

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

Haley Ward Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Haley Ward Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.043238368 · Participants: 182Haley Ward Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Haley Ward Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Haley Ward Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Haley Ward Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Superior Beverage Group 401(k) Retirement Savings Plan in OH ($43M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Haley Ward Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Haley Ward Employee Stock Ownership 401(k) Plan surged - up 57.7% during 2023, from $27M to $43M. Reported net income was $16M.
How have Haley Ward plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haley Ward's sponsor-wide assets grew 88.3%, from $27M to $52M.
Where does Haley Ward Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers? ▼
Haley Ward Employee Stock Ownership 401(k) Plan ranks in the 84th 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 Haley Ward Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Beverage Group 401(k) Retirement Savings Plan in OH ($43M, 493 participants).
Which 401(k) plans cover a similar participant headcount to Haley Ward Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 010360334.

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.