401(k) · DOL Form 5500 · 2023

Hatfield and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$133,567
Avg per participant Near avg balance/head
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Official DOL plan name: Hatfield and Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Hatfield and Company, Inc. · Texas · Wholesale Trade

$16M in assets, 123 participants

Hatfield and Company, Inc.'s Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,064 in Wholesale Trade (6,309 peers)

Coverage in Texas

Hatfield and Company, Inc. 401(k) Profit Sharing Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#4,064
in Wholesale Trade (6,309 peers)
+3.6%
assets growth YoY

Hatfield and Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,428,709 Top 31% higher than 69% of 127,068 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 2023

Hatfield and Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hatfield and Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $576K in the plan year 2023 filing.
  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 113 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741646507 · Hatfield and Company, Inc. PY 2023 · 401(k)

Hatfield and Company, Inc. 401(k) Profit Sharing Plan · $16M · 123 · 69th

  • NET $16M
  • BOOK 123
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Lighthouse Youth Services 401(k) Plan
  • EBSA ind #4064

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 Wholesale Trade retirement plans → · Plans in Texas →

Hatfield and Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hatfield and Company, Inc. 401(k) Profit Sharing PlanHatfield and Company, Inc. 4…$16MLighthouse Youth Services 401(k) PlanLighthouse Youth Services 40…$16MBriarcrest Christian School 401 (K) Retirement Plan and TrustBriarcrest Christian School …$16MSouth Central Bank 401(k) PlanSouth Central Bank 401(k) Pl…$16MHoldings 401(k) Plan$16M
End-of-year total assets ($M) among Hatfield and Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$576K
Employer EIN741646507
Plan Effective Date1986-01-01
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hatfield and Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016428709 · Participants: 123Hatfield and Company, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hatfield and Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hatfield and Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lighthouse Youth Services 401(k) Plan in OH ($16M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hatfield and Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Hatfield and Company, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.6% during 2023, from $16M to $16M. Reported net income was $576K.
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 401(k) plans are similar in size to Hatfield and Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lighthouse Youth Services 401(k) Plan in OH ($16M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Hatfield and Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.