401(k) · DOL Form 5500 · 2024

Kelly Hart & Hallman LLP 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
220
Participants Below avg headcount
93rd
Percentile by assets National rank
$733,712
Avg per participant High balance/head
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Official DOL plan name: Kelly Hart & Hallman Profit Sharing Plan and Trust · Sponsored by Kelly Hart & Hallman LLP · Texas · Professional & Technical Services

$161M in assets, 220 participants

Kelly Hart & Hallman LLP's Kelly Hart & Hallman Profit Sharing Plan and Trust reported $161M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,044 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Kelly Hart & Hallman Profit Sharing Plan and Trust covers 220 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $161M.

#19,044
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Kelly Hart & Hallman Profit Sharing Plan and Trust's outsized position by total assets

Kelly Hart & Hallman Profit Sharing Plan and Trust vs every filed plan by assets

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

$161,416,739 Top 7% higher than 93% 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

Kelly Hart & Hallman Profit Sharing Plan and Trust 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. Kelly Hart & Hallman Profit Sharing Plan and Trust sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelly Hart & Hallman Profit Sharing Plan and Trust reported net income rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Kelly Hart & Hallman Profit Sharing Plan and Trust end-of-year assets rose from $141M in the plan year 2023 filing to $161M in the plan year 2024 filing.
  • Kelly Hart & Hallman Profit Sharing Plan and Trust reported participants rose from 198 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203856550 · Kelly Hart & Hallman LLP PY 2024 · 401(k)

Kelly Hart & Hallman Profit Sharing Plan and Trust · $161M · 220 · 93rd

  • TYPE $161M
  • TYPE 220
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Kenco Management Services, LLC 401(k) Employee Savings Plan
  • TYPE ind #19044

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 Texas →

Kelly Hart & Hallman Profit Sharing Plan and Trust in the asset neighbourhood

Rincon Research Corporation 401(k) PlanRincon Research Corporation …$162MProject Worldwide 401(k) Plan$161MKelly Hart & Hallman Profit Sharing Plan and TrustKelly Hart & Hallman Profit …$161MKenco Management Services, LLC 401(k) Employee Savings PlanKenco Management Services, L…$161MCaptive-Aire Systems, Inc. 401(k) PlanCaptive-Aire Systems, Inc. 4…$161M
End-of-year total assets ($M) among Kelly Hart & Hallman Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$161M
Net Income$20M
Employer EIN203856550
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Hart & Hallman LLP)

Sponsor-wide plan assets over time

All Kelly Hart & Hallman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$161M 30.10006381657142% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $124M $161M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 198 $124M
2023 1 198 $141M
2024 1 220 $161M

Nearby 401(k) Plans in Texas

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

Kelly Hart & Hallman Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kelly Hart & Hallman Profit Sharing Plan and Trust, Total assets ($B): 0.161416739 · Participants: 220Kelly Hart & Hallman Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Kelly Hart & Hallman Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kelly Hart & Hallman Profit Sharing Plan and Trust side-by-side with 3 peers →

Kelly Hart & Hallman Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kenco Management Services, LLC 401(k) Employee Savings Plan in TN ($161M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Kelly Hart & Hallman Profit Sharing Plan and Trust assets move in 2024? ▼
Kelly Hart & Hallman Profit Sharing Plan and Trust grew at a solid clip - up 14.3% during 2024, from $141M to $161M. Reported net income was $20M.
How have Kelly Hart & Hallman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Hart & Hallman LLP's sponsor-wide assets grew 30.1%, from $124M to $161M.
Where does Kelly Hart & Hallman Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kelly Hart & Hallman Profit Sharing Plan and Trust ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kelly Hart & Hallman Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kenco Management Services, LLC 401(k) Employee Savings Plan in TN ($161M, 5,468 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Hart & Hallman Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants, $20M 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 203856550.

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.