Back to filter
Original filing (PDF)20250516092148NAL0046464946004
HAL HOMES, INC.
Form 5500-SF
FILING_RECEIVED
HAL HOMES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
21
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAL HOMES, INC..
Plan sponsor
Name
HAL HOMES, INC.
EIN
31-0906978
Address
9545 KENWOOD ROAD-SUITE 401 · CINCINNATI, OH · 45242
Phone
(513) 984-5360
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
NOMO SOLUTIONS, INC
SUNSOVAL, INC. PROFIT SHARING PLAN AND TRUST
$8.4M
NORMANDY CONSTRUCTION CO., INC.
NORMANDY CONSTRUCTION RETIREMENT SAVINGS PLAN
$8.4M · 82 participants
SB HOLDING, LLC
SB HOLDING, LLC RETIREMENT PLAN
$8.4M · 42 participants
STEADFAST DEVELOPMENT AND CONSTRUCTION LLC
STEADFAST DEVELOPMENT AND CONSTRUCTION LLC RETIREMENT PLAN
$8.4M · 24 participants
BOA CONSTRUCTION, INC.
BOA CONSTRUCTION, INC. 401(K) PLAN
$8.4M · 28 participants
PAVILION PROPERTIES, LLC
PAVILION CONSTRUCTION CLOSED 401(K) RETIREMENT PLAN
$8.3M · 29 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants