Halma Holdings 401(k) match, vesting and fees
What Halma Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Barnes, Dennig & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 46 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Halma Holdings: employer contribution per participant | $5,621 | |
| Peer median | $2,622 |
| Halma Holdings: average balance | $165,701 | |
| Peer median | $114,810 |
| Halma Holdings: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $253M at the end of plan year 2021 to $344M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,139 | $344M | $11.7M | $5,621 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 3,746 | $294M | $9.3M | $2,525 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 4,557 | $268M | $11M | $2,845 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 3,914 | $215M | $11.6M | $3,012 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 3,288 | $253M | $7.2M | $2,209 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Halma Holdings match 401(k) contributions?
The match terms for the Halma Holdings Inc. Profit Sharing/Savings Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $11.7M in employer contributions, about $5,621 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Halma Holdings 401(k) match vested?
The vesting schedule for the Halma Holdings Inc. Profit Sharing/Savings Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Halma Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Ins. Co. of America. The plan administrator is Halma Holdings Inc..
I left Halma Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Halma Holdings Inc., (302) 559-8297) or the recordkeeper, Empower Annuity Ins. Co. of America. The Halma Holdings old 401(k) page lists the contacts from every plan filing. Find an old Halma Holdings 401(k)
Data from the public Form 5500 annual reports Halma Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Halma Holdings. Not financial advice. Report a correction · Methodology