401(k) · DOL Form 5500 · 2024

Haley Ward, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
224
Participants Below avg headcount
85th
Percentile by assets National rank
$230,514
Avg per participant Above avg balance/head
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Official DOL plan name: Haley Ward Employee Stock Ownership 401(k) Plan · Sponsored by Haley Ward, Inc. · Maine · Professional & Technical Services

$52M in assets, 224 participants

Haley Ward, Inc.'s Haley Ward Employee Stock Ownership 401(k) Plan reported $52M in total assets and 224 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.

  • #17,214 in Professional & Technical Services (20,173 peers)

Coverage in Maine

Haley Ward Employee Stock Ownership 401(k) Plan covers 224 participants in Maine, about 47% of the average Maine filer (state average ~472 per filing). Assets: $52M.

#17,214
in Professional & Technical Services (20,173 peers)
+19.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Haley Ward Employee Stock Ownership 401(k) Plan's outsized position by total assets

Haley Ward Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$51,635,125 Top 15% higher than 85% 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

Haley Ward Employee Stock Ownership 401(k) 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. Haley Ward Employee Stock Ownership 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haley Ward Employee Stock Ownership 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Haley Ward Employee Stock Ownership 401(k) Plan reported participants rose from 182 in the plan year 2023 filing to 224 in the plan year 2024 filing.
  • Haley Ward Employee Stock Ownership 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010360334 · Haley Ward, Inc. PY 2024 · 401(k)

Haley Ward Employee Stock Ownership 401(k) Plan · $52M · 224 · 85th

  • PHOTO $52M
  • PHOTO 224
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Amplifon (USA), Inc. Incentive Savings Plan
  • PHOTO ind #17214

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 Professional & Technical Services retirement plans → · Plans in Maine →

Haley Ward Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Haley Ward Employee Stock Ownership 401(k) PlanHaley Ward Employee Stock Ow…$52MAmplifon (USA), Inc. Incentive Savings PlanAmplifon (USA), Inc. Incenti…$52ME I Tech, LLC Section 401(k) Profit Sharing PlanE I Tech, LLC Section 401(k)…$52MWestwood Holdings Group, Inc. Savings PlanWestwood Holdings Group, Inc…$52MThe Neuromedical Center, Inc. Profit Sharing PlanThe Neuromedical Center, Inc…$52M
End-of-year total assets ($M) among Haley Ward Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$52M
Net Income$8M
Employer EIN010360334
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haley Ward, Inc.)

Sponsor-wide plan assets over time

All Haley Ward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 88.26721621771112% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.4M $51.6M ▲ +88.3%
Year Plans Participants Total Assets
2022 2 249 $27M
2023 1 182 $43M
2024 1 224 $52M

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Haley Ward Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Haley Ward Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.051635125 · Participants: 224Haley Ward Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Haley Ward Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Haley Ward Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Haley Ward Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Amplifon (USA), Inc. Incentive Savings Plan in MN ($52M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Haley Ward Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Haley Ward Employee Stock Ownership 401(k) Plan grew sharply - up 19.4% during 2024, from $43M to $52M. Reported net income was $8M.
How have Haley Ward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haley Ward, Inc.'s sponsor-wide assets grew 88.3%, from $27M to $52M.
Where does Haley Ward Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers? ▼
Haley Ward Employee Stock Ownership 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Haley Ward Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amplifon (USA), Inc. Incentive Savings Plan in MN ($52M, 1,238 participants).
Which 401(k) plans cover a similar participant headcount to Haley Ward Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ideal Ready Mix Company 401(k) Plan in IA (224 participants, N/A 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 010360334.

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.