ESOP · DOL Form 5500 · 2024

Halloran Consulting Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
37th
Percentile by assets National rank
$32,838
Avg per participant Low balance/head
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Official DOL plan name: Halloran Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Halloran Consulting Group, Inc. · Massachusetts · Professional & Technical Services

$4M in assets, 113 participants

Halloran Consulting Group, Inc.'s Halloran Consulting Group, Inc. Employee Stock Ownership Plan reported $4M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,861 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Halloran Consulting Group, Inc. Employee Stock Ownership Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#6,861
in Professional & Technical Services (20,173 peers)
-70.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halloran Consulting Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,710,647 37th percentile higher than 37% 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 Consulting Group, Inc. Employee Stock Ownership 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 Consulting Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halloran Consulting Group, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Halloran Consulting Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Halloran Consulting Group, Inc. Employee Stock Ownership Plan reported participants fell from 143 in the plan year 2023 filing to 113 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 · ESOP

Halloran Consulting Group, Inc. Employee Stock Ownership Plan · $4M · 113 · 37th

  • IND $4M
  • EOY 113
  • 5500 37th
  • ASSETS ESOP
  • PCT near Fogle Pump & Supply, Inc. Employee Stock Ownership Plan
  • EIN ind #6861

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 What is an ESOP? → · Plans in Massachusetts →

Halloran Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Halloran Consulting Group, Inc. Employee Stock Ownership PlanHalloran Consulting Group, I…$4MFogle Pump & Supply, Inc. Employee Stock Ownership PlanFogle Pump & Supply, Inc. Em…$4MC & J Industries, Inc. Employee Stock Ownership PlanC & J Industries, Inc. Emplo…$4MElliott/Drinkward Construction, Inc. ESOPElliott/Drinkward Constructi…$4MProgressive Bancorp, Inc. Employee Stock Ownership PlanProgressive Bancorp, Inc. Em…$4M
End-of-year total assets ($M) among Halloran Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN043408953
Plan Effective Date2020-01-01
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 ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Halloran Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.710647 · Participants: 113Halloran Consulting Group, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Halloran Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Halloran Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Halloran Consulting Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Fogle Pump & Supply, Inc. Employee Stock Ownership Plan in WA ($4M); by covered participants it is Multi Image Group, Inc. Employee Stock Ownership Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Halloran Consulting Group, Inc. Employee Stock Ownership Plan contracted severely - down 70.9% during 2024, from $13M to $4M. Reported net income was -$3M.
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 ESOP plans are similar in size to Halloran Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fogle Pump & Supply, Inc. Employee Stock Ownership Plan in WA ($4M, 65 participants).
Which ESOP plans cover a similar participant headcount to Halloran Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Multi Image Group, Inc. Employee Stock Ownership Plan in FL (113 participants, $1M 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 043408953.

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.