ESOP · DOL Form 5500 · 2024
Halff Associates, Inc. ESOP
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 1,131
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $47,177
- Avg per participant Low balance/head
Official DOL plan name: Halff Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Halff Associates, Inc. · Texas · Professional & Technical Services
$53M in assets, 1,131 participants
Halff Associates, Inc.'s Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported $53M in total assets and 1,131 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,290 in Professional & Technical Services (20,173 peers)
Where Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets
Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $53M for 1,131 participants (~$47,177/participant), down 0.2% in 2024.
- #17,290
- in Professional & Technical Services (20,173 peers)
- -0.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
Halff Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,357,315 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Halff Associates, Inc. Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halff Associates, Inc. Employee Stock Ownership Plan and Trust lands in the large band (1,131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $178K in the plan year 2024 filing.
- Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 979 in the plan year 2023 filing to 1,131 in the plan year 2024 filing.
- Halff Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $53M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751308699 · Halff Associates, Inc. PY 2024 · ESOP
Halff Associates, Inc. Employee Stock Ownership Plan and Trust · $53M · 1,131 · 85th
- RANK $53M
- RANK 1,131
- RANK 85th
- RANK ESOP
- RANK near Advance Capital Group, Inc. Employee Stock Ownership Plan
- RANK ind #17290
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 Texas →
Halff Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $178K |
| Employer EIN | 751308699 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halff Associates, Inc.)
Sponsor-wide plan assets over time
All Halff Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $241M 35.692288333619956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,036 | $177M |
| 2023 | 2 | 2,359 | $222M |
| 2024 | 2 | 2,601 | $241M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Halff Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Advance Capital Group, Inc. Employee Stock Ownership Plan in MI ($53M); by covered participants it is Roberts Hawaii, Inc. Employee Stock Ownership Plan in HI (1,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) $53M · 59
- Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $53M · 285
- Consolidated Bus Transit, Inc. ESOP (NY) $54M · 1,191
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $53M · 1,687
Similar participant headcount
Nearest other-state filings by covered participants (1,131 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.