Profit Sharing · DOL Form 5500 · 2024
Halo Network Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $8,009
- Avg per participant Low balance/head
Official DOL plan name: Halo Network 403(b) ERISA Plan · Sponsored by Halo Network · New York · Healthcare & Social Assistance
$1M in assets, 159 participants
Halo Network's Halo Network 403(b) ERISA Plan reported $1M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,639 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Halo Network 403(b) ERISA Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $1M.
- #3,639
- in Healthcare & Social Assistance (16,916 peers)
- +53.7%
- assets growth YoY
Halo Network 403(b) ERISA Plan among the smaller filed plans by assets
Halo Network 403(b) ERISA Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,273,387 25th percentile higher than 25% 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
Halo Network 403(b) ERISA 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. Halo Network 403(b) ERISA Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Halo Network 403(b) ERISA Plan reported net income rose from $2K in the plan year 2022 filing to $445K in the plan year 2024 filing.
- Halo Network 403(b) ERISA Plan end-of-year assets rose from $581K in the plan year 2022 filing to $1M in the plan year 2024 filing.
- Halo Network 403(b) ERISA Plan reported participants rose from 108 in the plan year 2022 filing to 159 in the plan year 2024 filing.
DOL schedule card
Filing strip 270408181 · Halo Network PY 2024 · Profit Sharing
Halo Network 403(b) ERISA Plan · $1M · 159 · 25th
- EIN $1M
- EIN 159
- EIN 25th
- EIN Profit Sharing
- EIN near American College of Osteopathic Internists, Inc. Profit Sharing Plan and Trust
- EIN ind #3639
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Halo Network 403(b) ERISA Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $829K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $445K |
| Employer EIN | 270408181 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halo Network)
Sponsor-wide plan assets over time
All Halo Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 119.22933233708706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $581K |
| 2024 | 1 | 159 | $1M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Halo Network 403(b) ERISA Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is American College of Osteopathic Internists, Inc. Profit Sharing Plan and Trust in VA ($1M); by covered participants it is Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in IL (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Bartlett Learning Center, Inc. Defined Contribution Retirement Plan (IL) 159 · 0 off
- Center for Energy and Environment 401(a) Plan (MN) 159 · 0 off
- Erie Neighborhood House 403(b) (IL) 159 · 0 off
- Moravian Manor, Inc. Profit Sharing Plan (PA) 159 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.