401(k) · DOL Form 5500 · 2024

Hallam Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
129
Participants Small participant base
80th
Percentile by assets National rank
$272,994
Avg per participant High balance/head
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Official DOL plan name: Hallam Associates, Inc. Profit Sharing and Savings Plan · Sponsored by Hallam Associates, Inc. · Vermont · Professional & Technical Services

$35M in assets, 129 participants

Hallam Associates, Inc.'s Hallam Associates, Inc. Profit Sharing and Savings Plan reported $35M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,147 in Professional & Technical Services (20,173 peers)

Where Hallam Associates, Inc. Profit Sharing and Savings Plan sits by assets

Hallam Associates, Inc. Profit Sharing and Savings Plan sits in the top quartile of all filed plans by assets, $35M for 129 participants (~$272,994/participant), up 20.9% in 2024.

#16,147
in Professional & Technical Services (20,173 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hallam Associates, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Hallam Associates, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$35,216,171 Top 20% higher than 80% 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

Hallam Associates, Inc. Profit Sharing and Savings 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. Hallam Associates, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hallam Associates, Inc. Profit Sharing and Savings Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Hallam Associates, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Hallam Associates, Inc. Profit Sharing and Savings Plan reported participants rose from 125 in the plan year 2023 filing to 129 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030297752 · Hallam Associates, Inc. PY 2024 · 401(k)

Hallam Associates, Inc. Profit Sharing and Savings Plan · $35M · 129 · 80th

  • BOOK $35M
  • VS-ST 129
  • BOY 80th
  • SCH 401(k)
  • EBSA near Piggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings Plan
  • PART ind #16147

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 Vermont →

Hallam Associates, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Hallam Associates, Inc. Profit Sharing and Savings PlanHallam Associates, Inc. Prof…$35MPiggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings PlanPiggly Wiggly Alabama Distri…$35MLes Olson Company, Inc Profit Sharing PlanLes Olson Company, Inc Profi…$35MKirkland's, Inc. Retirement PlanKirkland's, Inc. Retirement …$35MBlue Ridge Capital, LLC, 401(k) Profit Sharing PlanBlue Ridge Capital, LLC, 401…$35M
End-of-year total assets ($M) among Hallam Associates, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN030297752
Plan Effective Date1985-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallam Associates, Inc.)

Sponsor-wide plan assets over time

All Hallam Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 41.46541618820072% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.2M $59.7M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 220 $42M
2023 2 259 $52M
2024 2 275 $60M

Nearby 401(k) Plans in Vermont

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

Hallam Associates, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Hallam Associates, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.035216171 · Participants: 129Hallam Associates, Inc. Profit Sharing and Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Hallam Associates, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Hallam Associates, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Hallam Associates, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Piggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings Plan in AL ($35M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Hallam Associates, Inc. Profit Sharing and Savings Plan assets move in 2024? ▼
Hallam Associates, Inc. Profit Sharing and Savings Plan grew sharply - up 20.9% during 2024, from $29M to $35M. Reported net income was $6M.
How have Hallam Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallam Associates, Inc.'s sponsor-wide assets grew 41.5%, from $42M to $60M.
Where does Hallam Associates, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Hallam Associates, Inc. Profit Sharing and Savings Plan ranks in the 80th 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 Hallam Associates, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings Plan in AL ($35M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Hallam Associates, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 030297752.

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.