ESOP · DOL Form 5500 · 2022

Haberfeld Holdings, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
66
Participants Small participant base
81st
Percentile by assets National rank
$388,146
Avg per participant High balance/head
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Official DOL plan name: Haberfeld Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Haberfeld Holdings, Inc. · Nebraska · Management of Enterprises

$26M in assets, 66 participants

Haberfeld Holdings, Inc.'s Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported $26M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #735 in Management of Enterprises (1,193 peers)

Where Haberfeld Holdings, Inc. Employee Stock Ownership Plan sits by assets

Haberfeld Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 66 participants (~$388,146/participant), up 11.7% in 2022.

#735
in Management of Enterprises (1,193 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Haberfeld Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,617,652 Top 19% higher than 81% 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

Haberfeld Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haberfeld Holdings, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 832766366 · Haberfeld Holdings, Inc. PY 2022 · ESOP

Haberfeld Holdings, Inc. Employee Stock Ownership Plan · $26M · 66 · 81st

  • NET $26M
  • BOOK 66
  • VS-ST 81st
  • BOY ESOP
  • SCH near Jb Warranties Corp Employee Stock Ownership Plan
  • EBSA ind #735

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 Nebraska →

Haberfeld Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Collaborative Testing Services, Inc. Employee Stock Ownership PlanCollaborative Testing Servic…$26MMatandy Steel Employee Stock Ownership PlanMatandy Steel Employee Stock…$26MJb Warranties Corp Employee Stock Ownership PlanJb Warranties Corp Employee …$26MHaberfeld Holdings, Inc. Employee Stock Ownership PlanHaberfeld Holdings, Inc. Emp…$26MSouthern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$26M
End-of-year total assets ($M) among Haberfeld Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN832766366
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haberfeld Holdings, Inc.)

Sponsor-wide plan assets over time

All Haberfeld Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 37.3764205070645% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $53.2M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 144 $39M
2023 2 147 $45M
2024 2 159 $53M

Nearby ESOP Plans in Nebraska

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

Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 02004006008001000 0100200300400 Total assets ($M) Participants Haberfeld Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.617652 · Participants: 66Haberfeld Holdings, Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Haberfeld Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Haberfeld Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Jb Warranties Corp Employee Stock Ownership Plan in TX ($26M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

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 Haberfeld Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Haberfeld Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2022, from $23M to $26M. Reported net income was $4M.
How have Haberfeld Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haberfeld Holdings, Inc.'s sponsor-wide assets grew 37.4%, from $39M to $53M.
Where does Haberfeld Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Haberfeld Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jb Warranties Corp Employee Stock Ownership Plan in TX ($26M, 29 participants).
Which ESOP plans cover a similar participant headcount to Haberfeld Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M 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 832766366.

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.