ESOP · DOL Form 5500 · 2024

Hallam Associates ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
146
Participants Small participant base
74th
Percentile by assets National rank
$167,475
Avg per participant Above avg balance/head
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Official DOL plan name: Hallam Associates Inc. Employee Stock Ownership Plan · Sponsored by Hallam Associates · Vermont · Professional & Technical Services

$24M in assets, 146 participants

Hallam Associates's Hallam Associates Inc. Employee Stock Ownership Plan reported $24M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,855 in Professional & Technical Services (20,173 peers)

Hallam Associates multi-year trail

Hallam Associates's plans moved +41.5% in assets from 2022 to 2024; this filing shows Hallam Associates Inc. Employee Stock Ownership Plan at $24M / 146 participants.

#14,855
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY

Hallam Associates Inc. Employee Stock Ownership Plan's outsized position by total assets

Hallam Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,451,398 Top 26% higher than 74% 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

Hallam Associates 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. Hallam Associates Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hallam Associates Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hallam Associates Inc. Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • Hallam Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030297752 · Hallam Associates PY 2024 · ESOP

Hallam Associates Inc. Employee Stock Ownership Plan · $24M · 146 · 74th

  • ASSETS $24M
  • ASSETS 146
  • ASSETS 74th
  • ASSETS ESOP
  • ASSETS near Test Double, Inc. Employee Stock Ownership Plan
  • ASSETS ind #14855

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 Vermont →

Hallam Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cooper Roofing & Solar, Inc. Employee Stock Ownership PlanCooper Roofing & Solar, Inc.…$24MGutchess Lumber Employee Stock Ownership PlanGutchess Lumber Employee Sto…$24MHallam Associates Inc. Employee Stock Ownership PlanHallam Associates Inc. Emplo…$24MTest Double, Inc. Employee Stock Ownership PlanTest Double, Inc. Employee S…$24MDecibel Research, Inc. Employee Stock Ownership PlanDecibel Research, Inc. Emplo…$24M
End-of-year total assets ($M) among Hallam Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hallam Associates multi-year asset trail

Sponsor-wide plan assets over time

All Hallam Associates plans reported in each filing year

Latest sponsor-wide plan assets
$60M 41.46541618820072% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.2M $59.7M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 220 $42M
2023 2 259 $52M
2024 2 275 $60M

Hallam Associates filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN030297752
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Hallam Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Hallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership PlanAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 20.2416 · Participants: 27Alpine Snowguards Employee Stock Ownership Plan
Hallam Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Hallam Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hallam Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Test Double, Inc. Employee Stock Ownership Plan in OH ($24M); by covered participants it is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Hallam Associates Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hallam Associates Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.4% during 2024, from $23M to $24M. Reported net income was $1M.
How have Hallam Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallam Associates's sponsor-wide assets grew 41.5%, from $42M to $60M.
Which ESOP plans are similar in size to Hallam Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Test Double, Inc. Employee Stock Ownership Plan in OH ($24M, 83 participants).
Which ESOP plans cover a similar participant headcount to Hallam Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants, $470K 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 030297752.

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.