401(k) · DOL Form 5500 · 2024

Halma Holdings Inc. 401(k) Plan

Data updated 2026-08-11

$294M
Total assets: 2,793
Participants: 96th
Percentile by assets: $105,263
Avg per participant

Official DOL plan name: Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Halma Holdings Inc. · New Jersey · Management of Enterprises

$294M in assets, 2,793 participants

Halma Holdings Inc.'s Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported $294M in total assets and 2,793 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#989 in Management of Enterprises (1,133 peers)

Coverage in New Jersey

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan covers 2,793 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $294M.

$294M
total plan assets (2024 EOY): 2,793
covered participants: 96th
percentile by assets (of 123,622 plans): $105,263
avg assets per participant

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported net income fell from $48M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan end-of-year assets rose from $268M in the plan year 2023 filing to $294M in the plan year 2024 filing.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported participants rose from 2,778 in the plan year 2023 filing to 2,793 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Management of Enterprises

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reports 2,793 participants - 3.3x that state average ($294M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$268M
Net Assets (End of Year)	$294M
Net Income	$26M
Employer EIN	610962400
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Halma Holdings Inc.)

Total plan assets by year, all Halma Holdings Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,299	$215M
2023	1	2,778	$268M
2024	1	2,793	$294M

Nearby 401(k) Plans in New Jersey

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

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
Verizon Savings Plan for Management Employees $29.4B · 69,218
Johnson and Johnson Savings Plan $23.6B · 42,583
Ernst & Young Retirement Savings Plan $18.3B · 56,714
Merck US Savings Plan $15.0B · 27,956

Compare Halma Holdings Inc. Profit Sharing/Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan by total assets, not by location.

The Wendy's Company 401(k) Retirement Plan (OH) $294M · 11,881
Sally Beauty 401(k) and Profit Sharing Plan (TX) $294M · 18,303
Bank Ozk 401(k) Retirement Savings Plan (AR) $294M · 2,788
Robinson & Cole Savings Plan (CT) $294M · 377

Frequently Asked Questions

How did Halma Holdings Inc. Profit Sharing/Savings Retirement Plan assets move in 2024? ▼

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan grew at a solid clip - up 9.8% during 2024, from $268M to $294M. Reported net income was $26M.

How have Halma Holdings Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Halma Holdings Inc.'s sponsor-wide assets grew 36.7%, from $215M to $294M.

Where does Halma Holdings Inc. Profit Sharing/Savings Retirement Plan rank by assets among Form 5500 filers? ▼

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Wendy's Company 401(k) Retirement Plan in OH ($294M, 11,881 participants).

Next read for Halma Holdings Inc. Profit Sharing/Savin…

Filing takeaways

Ways to act on Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's numbers.

By total assets, Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Halma Holdings Inc.'s sponsor-wide assets have grown 36.7% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 610962400.