ESOP · DOL Form 5500 · 2022

Hakanson Anderson Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
35th
Percentile by assets National rank
$87,129
Avg per participant Below avg balance/head
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Official DOL plan name: Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hakanson Anderson Associates, Inc. · Minnesota · Professional & Technical Services

$2M in assets, 25 participants

Hakanson Anderson Associates, Inc.'s Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,845 in Professional & Technical Services (21,562 peers)

Hakanson Anderson Associates, Inc. multi-year trail

Hakanson Anderson Associates, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust at $2M / 25 participants.

#6,845
in Professional & Technical Services (21,562 peers)
+0.5%
assets growth YoY

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,178,230 35th percentile higher than 35% of 139,123 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 2022

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 411356520 · Hakanson Anderson Associates, Inc. PY 2022 · ESOP

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · $2M · 25 · 35th

  • EIN $2M
  • EIN 25
  • EIN 35th
  • EIN ESOP
  • EIN near Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan
  • EIN ind #6845

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 What is an ESOP? → · Plans in Minnesota →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustHakanson Anderson Associates…$2MMerchants & Farmers Bank of Dumas Employee Stock Ownership PlanMerchants & Farmers Bank of …$2MPro-Med, LLC Employee Stock Ownership PlanPro-Med, LLC Employee Stock …$2MTaylor & Syfan Consulting Engineers Incorporated Employee Stock Ownership PlanTaylor & Syfan Consulting En…$2MGarlich Printing Company Employee Stock Ownership PlanGarlich Printing Company Emp…$2M
End-of-year total assets ($M) among Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hakanson Anderson Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hakanson Anderson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.685620894028638% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.18M $2.45M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 23 $2M
2024 1 23 $2M

Hakanson Anderson Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$12K
Employer EIN411356520
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.17823 · Participants: 25Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan in AR ($2M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust held essentially flat - up 0.5% during 2022, from $2M to $2M. Reported net income was $12K.
How have Hakanson Anderson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hakanson Anderson Associates, Inc.'s sponsor-wide assets grew 12.7%, from $2M to $2M.
Which ESOP plans are similar in size to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan in AR ($2M, 31 participants).
Which ESOP plans cover a similar participant headcount to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411356520.

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.