Civic Intelligence

Haley & Aldrich Inc.

Plan context: Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan

EIN 04-2295689 • 52 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,048

2024 Assets

$283,201,345

2024 Contributions

$22,512,037

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$283,201,345$141,600,673$0199920112023YearValue
$283,201,345Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,0675340199920122024YearValue
1,048Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411,048$0$0-
Haley & Aldrich Inc. Employee Benefit Plan-1,048---
202321,067$283,201,345$22,512,037$21,098iApproximate average salary by contribution assumption: employee only about $527,461 at 4% or $351,641 at 6%; with 50% employer match about $351,641 at 4% or $234,427 at 6%; with 100% employer match about $263,731 at 4% or $175,820 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-1,046$283,201,345$22,512,037$21,522iApproximate average salary by contribution assumption: employee only about $538,051 at 4% or $358,700 at 6%; with 50% employer match about $358,700 at 4% or $239,134 at 6%; with 100% employer match about $269,025 at 4% or $179,350 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-1,067---
20222980$242,136,336$21,451,781$21,890iApproximate average salary by contribution assumption: employee only about $547,239 at 4% or $364,826 at 6%; with 50% employer match about $364,826 at 4% or $243,217 at 6%; with 100% employer match about $273,620 at 4% or $182,413 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-980$242,136,336$21,451,781$21,890iApproximate average salary by contribution assumption: employee only about $547,239 at 4% or $364,826 at 6%; with 50% employer match about $364,826 at 4% or $243,217 at 6%; with 100% employer match about $273,620 at 4% or $182,413 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-874---
20211757$0$0-
Haley & Aldrich Inc. Employee Benefit Plan-757---
20202823$239,226,039$23,868,132$29,001iApproximate average salary by contribution assumption: employee only about $725,034 at 4% or $483,356 at 6%; with 50% employer match about $483,356 at 4% or $322,238 at 6%; with 100% employer match about $362,517 at 4% or $241,678 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-823$239,226,039$23,868,132$29,001iApproximate average salary by contribution assumption: employee only about $725,034 at 4% or $483,356 at 6%; with 50% employer match about $483,356 at 4% or $322,238 at 6%; with 100% employer match about $362,517 at 4% or $241,678 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-721---
20192800$199,701,022$11,798,973$14,749iApproximate average salary by contribution assumption: employee only about $368,718 at 4% or $245,812 at 6%; with 50% employer match about $245,812 at 4% or $163,875 at 6%; with 100% employer match about $184,359 at 4% or $122,906 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-800$199,701,022$11,798,973$14,749iApproximate average salary by contribution assumption: employee only about $368,718 at 4% or $245,812 at 6%; with 50% employer match about $245,812 at 4% or $163,875 at 6%; with 100% employer match about $184,359 at 4% or $122,906 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-615---
20182690$168,780,437$10,336,783$14,981iApproximate average salary by contribution assumption: employee only about $374,521 at 4% or $249,681 at 6%; with 50% employer match about $249,681 at 4% or $166,454 at 6%; with 100% employer match about $187,261 at 4% or $124,840 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-690$168,780,437$10,336,783$14,981iApproximate average salary by contribution assumption: employee only about $374,521 at 4% or $249,681 at 6%; with 50% employer match about $249,681 at 4% or $166,454 at 6%; with 100% employer match about $187,261 at 4% or $124,840 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-651---
20172724$133,480,508$10,657,045$14,720iApproximate average salary by contribution assumption: employee only about $367,992 at 4% or $245,328 at 6%; with 50% employer match about $245,328 at 4% or $163,552 at 6%; with 100% employer match about $183,996 at 4% or $122,664 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-724$133,480,508$10,657,045$14,720iApproximate average salary by contribution assumption: employee only about $367,992 at 4% or $245,328 at 6%; with 50% employer match about $245,328 at 4% or $163,552 at 6%; with 100% employer match about $183,996 at 4% or $122,664 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-622---
20162701$139,347,462$11,390,600$16,249iApproximate average salary by contribution assumption: employee only about $406,227 at 4% or $270,818 at 6%; with 50% employer match about $270,818 at 4% or $180,545 at 6%; with 100% employer match about $203,113 at 4% or $135,409 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-701$139,347,462$11,390,600$16,249iApproximate average salary by contribution assumption: employee only about $406,227 at 4% or $270,818 at 6%; with 50% employer match about $270,818 at 4% or $180,545 at 6%; with 100% employer match about $203,113 at 4% or $135,409 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-655---
20152718$113,354,301$7,532,521$10,491iApproximate average salary by contribution assumption: employee only about $262,274 at 4% or $174,850 at 6%; with 50% employer match about $174,850 at 4% or $116,566 at 6%; with 100% employer match about $131,137 at 4% or $87,425 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-718$113,354,301$7,532,521$10,491iApproximate average salary by contribution assumption: employee only about $262,274 at 4% or $174,850 at 6%; with 50% employer match about $174,850 at 4% or $116,566 at 6%; with 100% employer match about $131,137 at 4% or $87,425 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-602---
20142659$103,916,891$6,907,162$10,481iApproximate average salary by contribution assumption: employee only about $262,032 at 4% or $174,688 at 6%; with 50% employer match about $174,688 at 4% or $116,459 at 6%; with 100% employer match about $131,016 at 4% or $87,344 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-659$103,916,891$6,907,162$10,481iApproximate average salary by contribution assumption: employee only about $262,032 at 4% or $174,688 at 6%; with 50% employer match about $174,688 at 4% or $116,459 at 6%; with 100% employer match about $131,016 at 4% or $87,344 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-531---
20132605$100,337,988$6,375,661$10,538iApproximate average salary by contribution assumption: employee only about $263,457 at 4% or $175,638 at 6%; with 50% employer match about $175,638 at 4% or $117,092 at 6%; with 100% employer match about $131,729 at 4% or $87,819 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-605$100,337,988$6,375,661$10,538iApproximate average salary by contribution assumption: employee only about $263,457 at 4% or $175,638 at 6%; with 50% employer match about $175,638 at 4% or $117,092 at 6%; with 100% employer match about $131,729 at 4% or $87,819 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-510---
20122564$91,465,832$5,455,060$9,672iApproximate average salary by contribution assumption: employee only about $241,802 at 4% or $161,202 at 6%; with 50% employer match about $161,202 at 4% or $107,468 at 6%; with 100% employer match about $120,901 at 4% or $80,601 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-564$91,465,832$5,455,060$9,672iApproximate average salary by contribution assumption: employee only about $241,802 at 4% or $161,202 at 6%; with 50% employer match about $161,202 at 4% or $107,468 at 6%; with 100% employer match about $120,901 at 4% or $80,601 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-474---
20112468$60,814,996$4,730,954$10,109iApproximate average salary by contribution assumption: employee only about $252,722 at 4% or $168,481 at 6%; with 50% employer match about $168,481 at 4% or $112,321 at 6%; with 100% employer match about $126,361 at 4% or $84,241 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-468$60,814,996$4,730,954$10,109iApproximate average salary by contribution assumption: employee only about $252,722 at 4% or $168,481 at 6%; with 50% employer match about $168,481 at 4% or $112,321 at 6%; with 100% employer match about $126,361 at 4% or $84,241 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-411---
20102422$63,311,479$716,975$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,237 at 4% or $14,158 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-422$63,311,479$716,975$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,237 at 4% or $14,158 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-356---
20093416$60,153,232$3,726,039$8,957iApproximate average salary by contribution assumption: employee only about $223,921 at 4% or $149,280 at 6%; with 50% employer match about $149,280 at 4% or $99,520 at 6%; with 100% employer match about $111,960 at 4% or $74,640 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-416$60,153,232$3,726,039$8,957iApproximate average salary by contribution assumption: employee only about $223,921 at 4% or $149,280 at 6%; with 50% employer match about $149,280 at 4% or $99,520 at 6%; with 100% employer match about $111,960 at 4% or $74,640 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-365---
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-----
20081377$0$0-
Haley & Aldrich Inc. Employee Benefit Plan-377---
20072496$57,092,293$5,390,911$10,869iApproximate average salary by contribution assumption: employee only about $271,719 at 4% or $181,146 at 6%; with 50% employer match about $181,146 at 4% or $120,764 at 6%; with 100% employer match about $135,860 at 4% or $90,573 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-496$57,092,293$5,390,911$10,869iApproximate average salary by contribution assumption: employee only about $271,719 at 4% or $181,146 at 6%; with 50% employer match about $181,146 at 4% or $120,764 at 6%; with 100% employer match about $135,860 at 4% or $90,573 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-442---
20062516$67,787,870$4,180,775$8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,278 at 4% or $67,519 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-516$67,787,870$4,180,775$8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,278 at 4% or $67,519 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-397---
20052522$58,682,474$4,546,931$8,711iApproximate average salary by contribution assumption: employee only about $217,765 at 4% or $145,177 at 6%; with 50% employer match about $145,177 at 4% or $96,784 at 6%; with 100% employer match about $108,882 at 4% or $72,588 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-522$58,682,474$4,546,931$8,711iApproximate average salary by contribution assumption: employee only about $217,765 at 4% or $145,177 at 6%; with 50% employer match about $145,177 at 4% or $96,784 at 6%; with 100% employer match about $108,882 at 4% or $72,588 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-355---
20042448$51,608,237$3,516,955$7,850iApproximate average salary by contribution assumption: employee only about $196,259 at 4% or $130,839 at 6%; with 50% employer match about $130,839 at 4% or $87,226 at 6%; with 100% employer match about $98,129 at 4% or $65,420 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-448$51,608,237$3,516,955$7,850iApproximate average salary by contribution assumption: employee only about $196,259 at 4% or $130,839 at 6%; with 50% employer match about $130,839 at 4% or $87,226 at 6%; with 100% employer match about $98,129 at 4% or $65,420 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-345---
20032428$46,831,350$3,856,264$9,010iApproximate average salary by contribution assumption: employee only about $225,249 at 4% or $150,166 at 6%; with 50% employer match about $150,166 at 4% or $100,111 at 6%; with 100% employer match about $112,625 at 4% or $75,083 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-428$46,831,350$3,856,264$9,010iApproximate average salary by contribution assumption: employee only about $225,249 at 4% or $150,166 at 6%; with 50% employer match about $150,166 at 4% or $100,111 at 6%; with 100% employer match about $112,625 at 4% or $75,083 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-412---
20022453$41,755,467$3,847,743$8,494iApproximate average salary by contribution assumption: employee only about $212,348 at 4% or $141,565 at 6%; with 50% employer match about $141,565 at 4% or $94,377 at 6%; with 100% employer match about $106,174 at 4% or $70,783 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-453$41,755,467$3,847,743$8,494iApproximate average salary by contribution assumption: employee only about $212,348 at 4% or $141,565 at 6%; with 50% employer match about $141,565 at 4% or $94,377 at 6%; with 100% employer match about $106,174 at 4% or $70,783 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-423---
20012442$33,269,525$5,017,673$11,352iApproximate average salary by contribution assumption: employee only about $283,805 at 4% or $189,203 at 6%; with 50% employer match about $189,203 at 4% or $126,136 at 6%; with 100% employer match about $141,903 at 4% or $94,602 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-442$33,269,525$5,017,673$11,352iApproximate average salary by contribution assumption: employee only about $283,805 at 4% or $189,203 at 6%; with 50% employer match about $189,203 at 4% or $126,136 at 6%; with 100% employer match about $141,903 at 4% or $94,602 at 6%.
Haley & Aldrich Inc. Employee Benefit Plan-437---
20003455$33,026,637$3,141,747$6,905iApproximate average salary by contribution assumption: employee only about $172,623 at 4% or $115,082 at 6%; with 50% employer match about $115,082 at 4% or $76,722 at 6%; with 100% employer match about $86,312 at 4% or $57,541 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-455$33,026,637$3,141,747$6,905iApproximate average salary by contribution assumption: employee only about $172,623 at 4% or $115,082 at 6%; with 50% employer match about $115,082 at 4% or $76,722 at 6%; with 100% employer match about $86,312 at 4% or $57,541 at 6%.
Haley & Aldrich Flexible Benefit Plan-100---
Haley & Aldrich Inc. Employee Benefit Plan-373---
19993374$41,285,893$3,180,523$8,504iApproximate average salary by contribution assumption: employee only about $212,602 at 4% or $141,735 at 6%; with 50% employer match about $141,735 at 4% or $94,490 at 6%; with 100% employer match about $106,301 at 4% or $70,867 at 6%.
Haley & Aldrich Inc. Discretionary Profit Sharing & 401K Plan-374$41,285,893$3,180,523$8,504iApproximate average salary by contribution assumption: employee only about $212,602 at 4% or $141,735 at 6%; with 50% employer match about $141,735 at 4% or $94,490 at 6%; with 100% employer match about $106,301 at 4% or $70,867 at 6%.
Haley & Aldrich Flexible Benefit Plan-109---
Haley & Aldrich Inc. Employee Benefit Plan-325---