401(k) · DOL Form 5500 · 2024

Halloran & Sage, LLP 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
137
Participants Small participant base
83rd
Percentile by assets National rank
$324,256
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halloran & Sage, LLP Retirement and Deferred Salary Plan · Sponsored by Halloran & Sage, LLP · Connecticut · Professional & Technical Services

$44M in assets, 137 participants

Halloran & Sage, LLP's Halloran & Sage, LLP Retirement and Deferred Salary Plan reported $44M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,825 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Halloran & Sage, LLP Retirement and Deferred Salary Plan covers 137 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $44M.

#16,825
in Professional & Technical Services (20,173 peers)
+3.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Halloran & Sage, LLP Retirement and Deferred Salary Plan's outsized position by total assets

Halloran & Sage, LLP Retirement and Deferred Salary Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$44,423,101 Top 17% higher than 83% of 123,620 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 2024

Halloran & Sage, LLP Retirement and Deferred Salary Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halloran & Sage, LLP Retirement and Deferred Salary Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halloran & Sage, LLP Retirement and Deferred Salary Plan reported net income rose from -$2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Halloran & Sage, LLP Retirement and Deferred Salary Plan reported participants fell from 148 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Halloran & Sage, LLP Retirement and Deferred Salary Plan end-of-year assets rose from $43M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060679651 · Halloran & Sage, LLP PY 2024 · 401(k)

Halloran & Sage, LLP Retirement and Deferred Salary Plan · $44M · 137 · 83rd

  • PCT $44M
  • EIN 137
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Delta Modtech 401(k) Plan
  • EOY ind #16825

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 Connecticut →

Halloran & Sage, LLP Retirement and Deferred Salary Plan in the asset neighbourhood

Delta Modtech 401(k) Plan$44MAssociated Grocers, Inc. 401(k) Profit Sharing PlanAssociated Grocers, Inc. 401…$44MPentech Holdings Retirement Savings PlanPentech Holdings Retirement …$44MHalloran & Sage, LLP Retirement and Deferred Salary PlanHalloran & Sage, LLP Retirem…$44MEllenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & TrustEllenoff Grossman & Schole L…$44M
End-of-year total assets ($M) among Halloran & Sage, LLP Retirement and Deferred Salary Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$1M
Employer EIN060679651
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran & Sage, LLP)

Sponsor-wide plan assets over time

All Halloran & Sage, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 1.528672828844951% vs 2022
2024 filing year
$42M$43M$44M$45M$46M 202220232024 $45.1M $44.4M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 138 $45M
2023 1 148 $43M
2024 1 137 $44M

Nearby 401(k) Plans in Connecticut

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

Halloran & Sage, LLP Retirement and Deferred Salary Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Halloran & Sage, LLP Retirement and Deferred Salary Plan, Total assets ($B): 0.044423101 · Participants: 137Halloran & Sage, LLP Retirement and Deferred Salary PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Halloran & Sage, LLP Retirement and Deferred Salary Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Halloran & Sage, LLP Retirement and Deferred Salary Plan side-by-side with 3 peers →

Halloran & Sage, LLP Retirement and Deferred Salary Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Delta Modtech 401(k) Plan in MN ($44M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halloran & Sage, LLP Retirement and Deferred Salary Plan assets move in 2024? ▼
Halloran & Sage, LLP Retirement and Deferred Salary Plan edged up modestly - up 3.1% during 2024, from $43M to $44M. Reported net income was $1M.
How have Halloran & Sage, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halloran & Sage, LLP's sponsor-wide assets declined 1.5%, from $45M to $44M.
Where does Halloran & Sage, LLP Retirement and Deferred Salary Plan rank by assets among Form 5500 filers? ▼
Halloran & Sage, LLP Retirement and Deferred Salary Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Halloran & Sage, LLP Retirement and Deferred Salary Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Modtech 401(k) Plan in MN ($44M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Halloran & Sage, LLP Retirement and Deferred Salary Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060679651.

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.