ESOP · DOL Form 5500 · 2023

Haberfeld Holdings, Inc. ESOP

Data updated 2026-08-11

$29M
Total assets: 68
Participants: 79th
Percentile by assets: $427,444
Avg per participant

Official DOL plan name: Haberfeld Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Haberfeld Holdings, Inc. · Nebraska · Management of Enterprises

$29M in assets, 68 participants

Haberfeld Holdings, Inc.'s Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported $29M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 127,072 plans)
#673 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks #673 of 1,137 2023 filers by assets (1223% of the sector average)-$29M for 68 participants.

$29M
total plan assets (2023 EOY): 68
covered participants: 79th
percentile by assets (of 127,072 plans): $427,444
avg assets per participant

Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Haberfeld Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Nebraska

Industry

Management of Enterprises

Rank #673 in Management of Enterprises

Among 1,137 Management of Enterprises plans that filed a Form 5500 for plan year 2023, Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks #673 by end-of-year assets - about 1223% of the sector average of $356M. Nationally it sits in the 79th percentile, a weaker position within its industry than across all filers.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)	$26M
Net Assets (End of Year)	$12M
Net Income	$4M
Employer EIN	832766366
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Haberfeld Holdings, Inc.)

Total plan assets by year, all Haberfeld Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	144	$39M
2023	2	147	$45M
2024	2	159	$53M

Nearby ESOP Plans in Nebraska

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

Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants

Mead Lumber Company Employee Stock Ownership Plan and Trust $392M · 1,316
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $218M · 65
Commonwealth Holdings, Inc. Employee Stock Ownership Plan $148M · 214
Builders Supply Co. , Inc. Employee Stock Ownership Plan $118M · 242
Majors Plastics, Inc. Employee Stock Ownership Plan $95M · 386

Compare Haberfeld Holdings, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Haberfeld Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

1a Auto, Inc. Employee Stock Ownership Plan (NH) $29M · 271
Jasper Rubber Products, Inc. Employee Stock Ownership Plan (IN) $29M · 334
Stafford Development Company Employee Stock Ownership Plan (GA) $29M · 73
O.E. Meyer Co. Employee Stock Ownership Plan and Trust (OH) $29M · 94

Frequently Asked Questions

How did Haberfeld Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Haberfeld Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2023, from $26M to $29M. Reported net income was $4M.

How have Haberfeld Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Haberfeld Holdings, Inc.'s sponsor-wide assets grew 37.4%, from $39M to $53M.

Where does Haberfeld Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Haberfeld Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is 1a Auto, Inc. Employee Stock Ownership Plan in NH ($29M, 271 participants).

Next read for Haberfeld Holdings, Inc. Employee Stock …

Filing takeaways

Ways to act on Haberfeld Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Nebraska. Compare plans
Haberfeld Holdings, Inc.'s sponsor-wide assets have grown 37.4% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 832766366.