401(k) · DOL Form 5500 · 2024

Hall Financial Group, Ltd 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
272
Participants Below avg headcount
80th
Percentile by assets National rank
$137,436
Avg per participant Near avg balance/head
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Official DOL plan name: Hall Financial Group Employee Savings Plan & Trust · Sponsored by Hall Financial Group, Ltd · Texas · Real Estate

$37M in assets, 272 participants

Hall Financial Group, Ltd's Hall Financial Group Employee Savings Plan & Trust reported $37M in total assets and 272 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.

  • #4,202 in Real Estate (4,605 peers)

Coverage in Texas

Hall Financial Group Employee Savings Plan & Trust covers 272 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $37M.

#4,202
in Real Estate (4,605 peers)
+11.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hall Financial Group Employee Savings Plan & Trust's outsized position by total assets

Hall Financial Group Employee Savings Plan & Trust vs every filed plan by assets

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

$37,382,460 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

Hall Financial Group Employee Savings Plan & 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. Hall Financial Group Employee Savings Plan & Trust sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hall Financial Group Employee Savings Plan & Trust end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Hall Financial Group Employee Savings Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Hall Financial Group Employee Savings Plan & Trust reported participants fell from 282 in the plan year 2023 filing to 272 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752737328 · Hall Financial Group, Ltd PY 2024 · 401(k)

Hall Financial Group Employee Savings Plan & Trust · $37M · 272 · 80th

  • IND $37M
  • EOY 272
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Nextcare Providers 401(k) Plan
  • EIN ind #4202

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 Real Estate retirement plans → · Plans in Texas →

Hall Financial Group Employee Savings Plan & Trust in the asset neighbourhood

Premier Physicians Centers 401(k) Retirement PlanPremier Physicians Centers 4…$37MHall Financial Group Employee Savings Plan & TrustHall Financial Group Employe…$37MNextcare Providers 401(k) PlanNextcare Providers 401(k) Pl…$37MCarco Group, Inc. Profit Sharing and 401(k) PlanCarco Group, Inc. Profit Sha…$37MEdgewater Federal Solutions, Inc. 401(k) PlanEdgewater Federal Solutions,…$37M
End-of-year total assets ($M) among Hall Financial Group Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN752737328
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hall Financial Group, Ltd)

Sponsor-wide plan assets over time

All Hall Financial Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.95762251185604% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $37.4M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 275 $29M
2023 1 282 $33M
2024 1 272 $37M

Nearby 401(k) Plans in Texas

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

Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hall Financial Group Employee Savings Plan & Trust, Total assets ($B): 0.03738246 · Participants: 272Hall Financial Group Employee Savings Plan & 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
Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hall Financial Group Employee Savings Plan & Trust side-by-side with 3 peers →

Hall Financial Group Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nextcare Providers 401(k) Plan in AZ ($37M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Hall Financial Group Employee Savings Plan & Trust assets move in 2024? ▼
Hall Financial Group Employee Savings Plan & Trust grew at a solid clip - up 11.9% during 2024, from $33M to $37M. Reported net income was $4M.
How have Hall Financial Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hall Financial Group, Ltd's sponsor-wide assets grew 29.0%, from $29M to $37M.
Where does Hall Financial Group Employee Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Hall Financial Group Employee Savings Plan & Trust 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 Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nextcare Providers 401(k) Plan in AZ ($37M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 752737328.

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.