ESOP · DOL Form 5500 · 2022

Hale Farms, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$974,000
Avg per participant High balance/head
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Official DOL plan name: Hale Farms, Inc. Employee Stock Ownership Plan · Sponsored by Hale Farms, Inc · Missouri · Agriculture, Forestry & Fishing

$2M in assets, 2 participants

Hale Farms, Inc's Hale Farms, Inc. Employee Stock Ownership Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #541 in Agriculture, Forestry & Fishing (1,523 peers)

What the 2022 filing shows

Hale Farms, Inc. Employee Stock Ownership Plan holds $2M for 2 participants - about $974,000 per participant, in the lower half of filed plans by assets.

#541
in Agriculture, Forestry & Fishing (1,523 peers)
+7.4%
assets growth YoY

Hale Farms, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Hale Farms, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,948,000 33rd percentile higher than 33% 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

Hale Farms, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale Farms, Inc. Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 431568590 · Hale Farms, Inc PY 2022 · ESOP

Hale Farms, Inc. Employee Stock Ownership Plan · $2M · 2 · 33rd

  • ASSETS $2M
  • PCT 2
  • EIN 33rd
  • RANK ESOP
  • PHOTO near American Telephone Employee Stock Ownership Plan
  • IND ind #541

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 Missouri →

Hale Farms, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hale Farms, Inc. Employee Stock Ownership PlanHale Farms, Inc. Employee St…$2MAmerican Telephone Employee Stock Ownership PlanAmerican Telephone Employee …$2MEnergy Control, Inc. Employee Stock Ownership PlanEnergy Control, Inc. Employe…$2MNational Search Associates Employee Stock Ownership PlanNational Search Associates E…$2MGish, Sherwood & Friends, Inc. Employee Stock Ownership PlanGish, Sherwood & Friends, In…$2M
End-of-year total assets ($M) among Hale Farms, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$135K
Employer EIN431568590
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Farms, Inc)

Sponsor-wide plan assets over time

All Hale Farms, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.752566735112936% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M 202220232024 $1.95M $2.02M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby ESOP Plans in Missouri

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

Hale Farms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Hale Farms, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001948 · Participants: 2Hale Farms, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Hale Farms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Hale Farms, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is American Telephone Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Bay Cities Pyrotector Employee Stock Ownership Plan in CA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hale Farms, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hale Farms, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.4% during 2022, from $2M to $2M. Reported net income was $135K.
How have Hale Farms, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Farms, Inc's sponsor-wide assets grew 3.8%, from $2M to $2M.
Which ESOP plans are similar in size to Hale Farms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Telephone Employee Stock Ownership Plan in AZ ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Hale Farms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bay Cities Pyrotector Employee Stock Ownership Plan in CA (2 participants, N/A 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 431568590.

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.