Profit Sharing · DOL Form 5500 · 2023

Hattenhauer Distributing Co. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
125
Participants Small participant base
33rd
Percentile by assets National rank
$19,215
Avg per participant Low balance/head
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Official DOL plan name: Hattenhauer Distributing Profit Sharing Plan · Sponsored by Hattenhauer Distributing Co. · Oregon · Retail Trade

$2M in assets, 125 participants

Hattenhauer Distributing Co.'s Hattenhauer Distributing Profit Sharing Plan reported $2M in total assets and 125 participants in its 2023 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.

  • #3,735 in Retail Trade (8,414 peers)

Coverage in Oregon

Hattenhauer Distributing Profit Sharing Plan covers 125 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#3,735
in Retail Trade (8,414 peers)
+12.8%
assets growth YoY

Hattenhauer Distributing Profit Sharing Plan among the smaller filed plans by assets

Hattenhauer Distributing Profit Sharing Plan vs every filed plan by assets

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

$2,401,853 33rd percentile higher than 33% 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

Hattenhauer Distributing 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. Hattenhauer Distributing Profit Sharing Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hattenhauer Distributing Profit Sharing Plan reported net income rose from -$122K in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Hattenhauer Distributing Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hattenhauer Distributing Profit Sharing Plan reported participants rose from 121 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930962905 · Hattenhauer Distributing Co. PY 2023 · Profit Sharing

Hattenhauer Distributing Profit Sharing Plan · $2M · 125 · 33rd

  • EIN $2M
  • RANK 125
  • PHOTO 33rd
  • IND Profit Sharing
  • EOY near Emerge Community Development 403(b) Plan
  • 5500 ind #3735

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 Retail Trade retirement plans → · Plans in Oregon →

Hattenhauer Distributing Profit Sharing Plan in the asset neighbourhood

Hattenhauer Distributing Profit Sharing PlanHattenhauer Distributing Pro…$2MEmerge Community Development 403(b) PlanEmerge Community Development…$2MCole Papers, Inc. Profit Sharing PlanCole Papers, Inc. Profit Sha…$2MSnci, Inc. Retirement Plan$2MInterstate Td Investments, LLC Profit Sharing PlanInterstate Td Investments, L…$2M
End-of-year total assets ($M) among Hattenhauer Distributing Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$272K
Employer EIN930962905
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hattenhauer Distributing Co.)

Sponsor-wide plan assets over time

All Hattenhauer Distributing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.08680771069042% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.13M $2.79M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 121 $2M
2023 1 125 $2M
2024 1 117 $3M

Nearby Profit Sharing Plans in Oregon

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

Hattenhauer Distributing Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Hattenhauer Distributing Profit Sharing Plan, Total assets ($M): 2.401853 · Participants: 125Hattenhauer Distributing Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Hattenhauer Distributing Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Hattenhauer Distributing Profit Sharing Plan side-by-side with 3 peers →

Hattenhauer Distributing Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Emerge Community Development 403(b) Plan in MN ($2M); by covered participants it is Shriver Nursing Services, Inc 403(b) Plan in MA (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Hattenhauer Distributing Profit Sharing Plan assets move in 2023? ▼
Hattenhauer Distributing Profit Sharing Plan grew at a solid clip - up 12.8% during 2023, from $2M to $2M. Reported net income was $272K.
How have Hattenhauer Distributing Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hattenhauer Distributing Co.'s sponsor-wide assets grew 31.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Hattenhauer Distributing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Emerge Community Development 403(b) Plan in MN ($2M, 127 participants).
Which Profit Sharing plans cover a similar participant headcount to Hattenhauer Distributing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shriver Nursing Services, Inc 403(b) Plan in MA (125 participants, $11M 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 930962905.

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.