401(k) · DOL Form 5500 · 2024
Hallmark Financial Services, Inc 401(k) Plan
Data updated 2026-08-11
- $30M
- Total assets
- 237
- Participants
- 77th
- Percentile by assets
- $125,382
- Avg per participant
Official DOL plan name: Hfs 401(k) Savings Plan · Sponsored by Hallmark Financial Services, Inc · Texas · Finance & Insurance
$30M in assets, 237 participants
Hallmark Financial Services, Inc's Hfs 401(k) Savings Plan reported $30M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 123,622 plans)
- #5,518 in Finance & Insurance (8,549 peers)
Coverage in Texas
Hfs 401(k) Savings Plan covers 237 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $30M.
- $30M
- total plan assets (2024 EOY)
- 237
- covered participants
- 77th
- percentile by assets (of 123,622 plans)
- $125,382
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hfs 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $930K in the plan year 2024 filing.
- Hfs 401(k) Savings Plan reported participants fell from 418 in the plan year 2023 filing to 237 in the plan year 2024 filing.
- Hfs 401(k) Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Hfs 401(k) Savings Plan reports 237 participants - about 34% of that state average ($30M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $930K |
| Employer EIN | 870447375 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hallmark Financial Services, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $34M |
| 2023 | 1 | 418 | $29M |
| 2024 | 1 | 237 | $30M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hfs 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hfs 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Hfs 401(k) Savings Plan assets move in 2024? ▼
How have Hallmark Financial Services, Inc plan assets changed over time? ▼
Where does Hfs 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hfs 401(k) Savings Plan? ▼
Next read for Hfs 401(k) Savings Plan
Filing takeaways
Ways to act on Hfs 401(k) Savings Plan's numbers.
- By total assets, Hfs 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Hallmark Financial Services, Inc's sponsor-wide assets have declined 12.3% since 2022 across 3 plan years on file. More Finance & Insurance plans