ESOP · DOL Form 5500 · 2022

Haldeman Homme Holdings, Inc. ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
277
Participants Below avg headcount
90th
Percentile by assets National rank
$249,703
Avg per participant Above avg balance/head
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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.

  • #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.

#8,831
in Construction (9,927 peers)
+20.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Haldeman Homme Employee Stock Ownership Plan and Trust's outsized position by total assets

Haldeman Homme Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$69,167,861 Top 10% higher than 90% 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

Haldeman Homme Employee Stock Ownership Plan and Trust 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. Haldeman Homme Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (277 participants).

EBSA filing schedule strip

Filing strip 410733913 · Haldeman Homme Holdings, Inc. PY 2022 · ESOP

Haldeman Homme Employee Stock Ownership Plan and Trust · $69M · 277 · 90th

  • BOOK $69M
  • BOOK 277
  • BOOK 90th
  • BOOK ESOP
  • BOOK near Consolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership Plan
  • BOOK ind #8831

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 →

Haldeman Homme Employee Stock Ownership Plan and Trust in the asset neighbourhood

Flynn Brothers Contracting, Inc. Employee Stock Ownership PlanFlynn Brothers Contracting, …$69MHaldeman Homme Employee Stock Ownership Plan and TrustHaldeman Homme Employee Stoc…$69MConsolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership PlanConsolidated Edison Company …$69MErickson-Hall Holding Co. Employee Stock Ownership PlanErickson-Hall Holding Co. Em…$69MEmployee-Owned Companies, Inc. Employees' Stock Ownership PlanEmployee-Owned Companies, In…$69M
End-of-year total assets ($M) among Haldeman Homme Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Haldeman Homme Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 7.609550048106881% vs 2022
2023 filing year
$68M$70M$72M$74M$76M 20222023 $69.2M $74.4M ▲ +7.6%
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 Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Haldeman Homme Employee Stock Ownership Plan and Trust, Total assets ($M): 69.167861 · Participants: 277Haldeman Homme 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
Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Haldeman Homme Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Haldeman Homme Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Consolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership Plan in NY ($69M); by covered participants it is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 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).
Which ESOP plans cover a similar participant headcount to Haldeman Homme Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants, $34M 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 410733913.

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.