401(k) · DOL Form 5500 · 2024

Halma Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
2,793
Participants Above avg headcount
96th
Percentile by assets National rank
$105,263
Avg per participant Below avg balance/head
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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.

  • #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.

#989
in Management of Enterprises (1,133 peers)
+9.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's outsized position by total assets

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs every filed plan by assets

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

$294,000,839 Top 4% higher than 96% 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

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan lands in the large band (2,793 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 610962400 · Halma Holdings Inc. PY 2024 · 401(k)

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · $294M · 2,793 · 96th

  • TYPE $294M
  • NET 2,793
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near The Wendy's Company 401(k) Retirement Plan
  • SCH ind #989

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 Management of Enterprises retirement plans → · Plans in New Jersey →

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in the asset neighbourhood

Robinson & Cole Savings Plan$294MSally Beauty 401(k) and Profit Sharing PlanSally Beauty 401(k) and Prof…$294MHalma Holdings Inc. Profit Sharing/Savings Retirement PlanHalma Holdings Inc. Profit S…$294MThe Wendy's Company 401(k) Retirement PlanThe Wendy's Company 401(k) R…$294MBank Ozk 401(k) Retirement Savings PlanBank Ozk 401(k) Retirement S…$294M
End-of-year total assets ($M) among Halma Holdings Inc. Profit Sharing/Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$294M
Net Income$26M
Employer EIN610962400
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halma Holdings Inc.)

Sponsor-wide plan assets over time

All Halma Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$294M 36.6974906694581% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $215M $294M ▲ +36.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Halma Holdings Inc. Profit Sharing/Savings Retirement Plan, Total assets ($B): 0.294000839 · Participants: 2793Halma Holdings Inc. Profit Sharing/Savings Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Halma Holdings Inc. Profit Sharing/Savings Retirement Plan side-by-side with 3 peers →

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Wendy's Company 401(k) Retirement Plan in OH ($294M); by covered participants it is Astrion 401(k) Plan in AL (2,793 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($294M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,793 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 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).
Which 401(k) plans cover a similar participant headcount to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astrion 401(k) Plan in AL (2,793 participants, $359M 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 610962400.

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.