ESOP · DOL Form 5500 · 2024
Hallam Associates ESOP
Data updated 2026-07-24
- $24M
- Total assets
- 146
- Participants
- 74th
- Percentile by assets
- $167,475
- Avg per participant
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.
- 74th percentile by assets (of 116,472 plans)
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.
- $24M
- total plan assets (2024 EOY)
- 146
- covered participants
- 74th
- percentile by assets (of 116,472 plans)
- $167,475
- avg assets per participant
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.
Hallam Associates across 3 plan years on file
Across the 3 plan years Hallam Associates has on file (2022-2024), sponsor-wide plan assets have moved from $42M to $60M, a gain of 41.5%, while reported participants moved from 220 to 275 (+25.0%). Peak year by sponsor assets: 2024 ($60M); trough: 2022 ($42M).
Hallam Associates multi-year asset trail
| 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 EIN | 030297752 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $676M · 566
- King Arthur Employee Stock Ownership Plan $328M · 320
- Cfc ESOP $98M · 431
- Trust Company of Vermont Employee Stock Ownership Plan $22M · 42
- Alpine Snowguards Employee Stock Ownership Plan $20M · 27
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hallam Associates Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Hallam Associates Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Hallam Associates Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- Hallam Associates's sponsor-wide assets have grown 41.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.