ESOP · DOL Form 5500 · 2022

Hatfield and Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
47th
Percentile by assets National rank
$39,033
Avg per participant Low balance/head
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Official DOL plan name: Hatfield and Company, Inc. Employee Stock Ownership Plan · Sponsored by Hatfield and Company, Inc. · Texas · Wholesale Trade

$4M in assets, 108 participants

Hatfield and Company, Inc.'s Hatfield and Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,375 in Wholesale Trade (6,843 peers)

Coverage in Texas

Hatfield and Company, Inc. Employee Stock Ownership Plan covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#2,375
in Wholesale Trade (6,843 peers)
+4.6%
assets growth YoY

Hatfield and Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Hatfield and Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,215,599 47th percentile higher than 47% 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

Hatfield and Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hatfield and Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 741646507 · Hatfield and Company, Inc. PY 2022 · ESOP

Hatfield and Company, Inc. Employee Stock Ownership Plan · $4M · 108 · 47th

  • SCH $4M
  • EBSA 108
  • PART 47th
  • TYPE ESOP
  • NET near Oconee Savings & Loan Association Employee Stock Ownership Plan
  • BOOK ind #2375

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 Texas →

Hatfield and Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$4MOconee Savings & Loan Association Employee Stock Ownership PlanOconee Savings & Loan Associ…$4MElliott/Drinkward Construction, Inc. Employee Stock Ownership PlanElliott/Drinkward Constructi…$4MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$4MCommonwealth Fire Protection Company, Inc. Employee Stock Ownership PlanCommonwealth Fire Protection…$4M
End-of-year total assets ($M) among Hatfield and Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$187K
Employer EIN741646507
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hatfield and Company, Inc.)

Sponsor-wide plan assets over time

All Hatfield and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.24673561054016% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.1M $27.1M ▲ +35.2%
Year Plans Participants Total Assets
2022 2 221 $20M
2023 2 234 $22M
2024 2 258 $27M

Nearby ESOP Plans in Texas

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

Hatfield and Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Hatfield and Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004215599 · Participants: 108Hatfield and Company, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Hatfield and Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Hatfield and Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC ($4M); by covered participants it is Reese Central Wholesale, Inc Employee Stock Ownership Plan in IN (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Hatfield and Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hatfield and Company, Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2022, from $4M to $4M. Reported net income was $187K.
How have Hatfield and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hatfield and Company, Inc.'s sponsor-wide assets grew 35.2%, from $20M to $27M.
Which ESOP plans are similar in size to Hatfield and Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC ($4M, 69 participants).
Which ESOP plans cover a similar participant headcount to Hatfield and Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Reese Central Wholesale, Inc Employee Stock Ownership Plan in IN (108 participants, $3M 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 741646507.

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.