Other · DOL Form 5500 · 2024

M.J. Hall & Company, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$164,975
Avg per participant Above avg balance/head
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Official DOL plan name: M.J. Hall & Company, Inc. 401(k) Plan · Sponsored by M.J. Hall & Company, Inc. · California · Finance & Insurance

$19M in assets, 113 participants

M.J. Hall & Company, Inc.'s M.J. Hall & Company, Inc. 401(k) Plan reported $19M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,566 in Finance & Insurance (8,549 peers)

Coverage in California

M.J. Hall & Company, Inc. 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $19M.

#4,566
in Finance & Insurance (8,549 peers)
+1.2%
assets growth YoY

M.J. Hall & Company, Inc. 401(k) Plan's outsized position by total assets

M.J. Hall & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$18,642,145 Top 31% higher than 69% 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

M.J. Hall & Company, Inc. 401(k) 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. M.J. Hall & Company, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M.J. Hall & Company, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • M.J. Hall & Company, Inc. 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • M.J. Hall & Company, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942235150 · M.J. Hall & Company, Inc. PY 2024 · Other

M.J. Hall & Company, Inc. 401(k) Plan · $19M · 113 · 69th

  • EIN $19M
  • EIN 113
  • EIN 69th
  • EIN Other
  • EIN near Rainforest Alliance 403(b) Retirement Savings Plan
  • EIN ind #4566

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 Finance & Insurance retirement plans → · Plans in California →

M.J. Hall & Company, Inc. 401(k) Plan in the asset neighbourhood

Adelante Healthcare 403(b) Retirement PlanAdelante Healthcare 403(b) R…$19MM.J. Hall & Company, Inc. 401(k) PlanM.J. Hall & Company, Inc. 40…$19MRainforest Alliance 403(b) Retirement Savings PlanRainforest Alliance 403(b) R…$19MThe Schenck School Retirement PlanThe Schenck School Retiremen…$19MMaumee Valley Country Day School DC Retirement PlanMaumee Valley Country Day Sc…$19M
End-of-year total assets ($M) among M.J. Hall & Company, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$214K
Employer EIN942235150
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M.J. Hall & Company, Inc.)

Sponsor-wide plan assets over time

All M.J. Hall & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 15.321072847560856% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $18.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 161 $16M
2023 1 107 $18M
2024 1 113 $19M

Nearby Other Plans in California

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

M.J. Hall & Company, Inc. 401(k) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants M.J. Hall & Company, Inc. 401(k) Plan, Total assets ($B): 0.018642145 · Participants: 113M.J. Hall & Company, Inc. 401(k) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
M.J. Hall & Company, Inc. 401(k) Plan vs. nearby Other plans in California, assets vs. participants
Compare M.J. Hall & Company, Inc. 401(k) Plan side-by-side with 3 peers →

M.J. Hall & Company, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rainforest Alliance 403(b) Retirement Savings Plan in NY ($19M); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 M.J. Hall & Company, Inc. 401(k) Plan assets move in 2024? ▼
M.J. Hall & Company, Inc. 401(k) Plan edged up modestly - up 1.2% during 2024, from $18M to $19M. Reported net income was $214K.
How have M.J. Hall & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M.J. Hall & Company, Inc.'s sponsor-wide assets grew 15.3%, from $16M to $19M.
Which Other plans are similar in size to M.J. Hall & Company, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Rainforest Alliance 403(b) Retirement Savings Plan in NY ($19M, 141 participants).
Which Other plans cover a similar participant headcount to M.J. Hall & Company, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Msn Air Service in NY (113 participants, $776K 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 942235150.

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.