ESOP · DOL Form 5500 · 2022

Haldeman Homme Holdings, Inc. ESOP

Data updated 2026-08-11

$69M
Total assets
277
Participants
90th
Percentile by assets
$249,703
Avg per participant
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Official DOL plan name: Haldeman Homme Employee Stock Ownership Plan and Trust · Sponsored by Haldeman Homme Holdings, Inc. · Minnesota · Construction

$69M in assets, 277 participants

Haldeman Homme Holdings, Inc.'s Haldeman Homme Employee Stock Ownership Plan and Trust reported $69M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #8,831 in Construction (9,927 peers)

Coverage in Minnesota

Haldeman Homme Employee Stock Ownership Plan and Trust covers 277 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $69M.

$69M
total plan assets (2022 EOY)
277
covered participants
90th
percentile by assets (of 139,126 plans)
$249,703
avg assets per participant
State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Haldeman Homme Employee Stock Ownership Plan and Trust reports 277 participants - about 25% of that state average ($69M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN410733913
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haldeman Homme Holdings, Inc.)

$68M$70M$72M$74M$76M 20222023 $69.2M $74.4M ▲ +7.6%
Total plan assets by year, all Haldeman Homme Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 277 $69M
2023 1 306 $74M

Nearby ESOP Plans in Minnesota

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

Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Haldeman Homme Emplo…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Haldeman Homme Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Haldeman Homme Employee Stock Ownership Plan and Trust assets move in 2022?
Haldeman Homme Employee Stock Ownership Plan and Trust grew sharply - up 20.6% during 2022, from $57M to $69M. Reported net income was $12M.
How have Haldeman Homme Holdings, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Haldeman Homme Holdings, Inc.'s sponsor-wide assets grew 7.6%, from $69M to $74M.
Where does Haldeman Homme Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Haldeman Homme Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Haldeman Homme Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Consolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership Plan in NY ($69M, 75 participants).

Next read for Haldeman Homme Employee Stock Ownership …

Filing takeaways

Ways to act on Haldeman Homme Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Haldeman Homme Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Haldeman Homme Holdings, Inc.'s sponsor-wide assets have grown 7.6% since 2022 across 2 plan years on file. More Construction plans