401(k) · DOL Form 5500 · 2024

Halloran Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
108
Participants Small participant base
61st
Percentile by assets National rank
$117,904
Avg per participant Below avg balance/head
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Official DOL plan name: Halloran Retirement Plan · Sponsored by Halloran Consulting Group, Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 108 participants

Halloran Consulting Group, Inc.'s Halloran Retirement Plan reported $13M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,050 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Halloran Retirement Plan covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#12,050
in Professional & Technical Services (20,173 peers)
-12.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halloran Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Halloran Retirement Plan vs every filed plan by assets

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

$12,733,581 Top 39% higher than 61% 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

Halloran Retirement 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. Halloran Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halloran Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Halloran Retirement Plan reported participants fell from 148 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Halloran Retirement Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043408953 · Halloran Consulting Group, Inc. PY 2024 · 401(k)

Halloran Retirement Plan · $13M · 108 · 61st

  • BOY $13M
  • SCH 108
  • EBSA 61st
  • PART 401(k)
  • TYPE near Kruger's 401(k) Plan
  • NET ind #12050

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Halloran Retirement Plan in the asset neighbourhood

Halloran Retirement Plan$13MKruger's 401(k) Plan$13MIdaho Manufacturing Alliance 401(k) PlanIdaho Manufacturing Alliance…$13MKorn Ferry Interim Staff Professionals (Isp) 401(k) Savings PlanKorn Ferry Interim Staff Pro…$13MTrg 401(k) Plan$13M
End-of-year total assets ($M) among Halloran Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN043408953
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Halloran Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.900066531331984% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $16.4M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 143 $13M
2023 2 291 $27M
2024 2 221 $16M

Nearby 401(k) Plans in Massachusetts

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

Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Halloran Retirement Plan, Total assets ($B): 0.012733581 · Participants: 108Halloran Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Halloran Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kruger's 401(k) Plan in ($13M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Halloran Retirement Plan assets move in 2024?
Halloran Retirement Plan pulled back noticeably - down 12.8% during 2024, from $15M to $13M. Reported net income was -$2M.
How have Halloran Consulting Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Halloran Consulting Group, Inc.'s sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to Halloran Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Kruger's 401(k) Plan in ($13M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Halloran Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M in assets).