ESOP · DOL Form 5500 · 2023

Hammond Group, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
114
Participants Small participant base
63rd
Percentile by assets National rank
$108,782
Avg per participant Below avg balance/head
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Official DOL plan name: Hammond Group Employee Stock Ownership Plan · Sponsored by Hammond Group, Inc. · Indiana · Manufacturing

$12M in assets, 114 participants

Hammond Group, Inc.'s Hammond Group Employee Stock Ownership Plan reported $12M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,470 in Manufacturing (18,722 peers)

Coverage in Indiana

Hammond Group Employee Stock Ownership Plan covers 114 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#9,470
in Manufacturing (18,722 peers)
-14.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hammond Group Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Hammond Group Employee Stock Ownership Plan vs every filed plan by assets

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

$12,401,160 Top 37% higher than 63% 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

Hammond Group Employee Stock Ownership 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. Hammond Group Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hammond Group Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Hammond Group Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hammond Group Employee Stock Ownership Plan reported participants fell from 122 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350362850 · Hammond Group, Inc. PY 2023 · ESOP

Hammond Group Employee Stock Ownership Plan · $12M · 114 · 63rd

  • ASSETS $12M
  • PCT 114
  • EIN 63rd
  • RANK ESOP
  • PHOTO near Garrison Hughes, Inc. Employee Stock Ownership Plan
  • IND ind #9470

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 Indiana →

Hammond Group Employee Stock Ownership Plan in the asset neighbourhood

Caesar Creek Software Employee Stock Ownership PlanCaesar Creek Software Employ…$12MLatitude Corp. Employee Stock Ownership PlanLatitude Corp. Employee Stoc…$12MHammond Group Employee Stock Ownership PlanHammond Group Employee Stock…$12MGarrison Hughes, Inc. Employee Stock Ownership PlanGarrison Hughes, Inc. Employ…$12MDelta Pipeline, Inc. Employee Stock Ownership PlanDelta Pipeline, Inc. Employe…$12M
End-of-year total assets ($M) among Hammond Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$4M
Net Income-$1M
Employer EIN350362850
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hammond Group, Inc.)

Sponsor-wide plan assets over time

All Hammond Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 3.682326265129346% vs 2022
2024 filing year
$43M$44M$45M$46M 202220232024 $44M $45.6M ▲ +3.7%
Year Plans Participants Total Assets
2022 2 245 $44M
2023 2 228 $43M
2024 2 211 $46M

Nearby ESOP Plans in Indiana

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

Hammond Group Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Hammond Group Employee Stock Ownership Plan, Total assets ($B): 0.01240116 · Participants: 114Hammond Group Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Hammond Group Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Hammond Group Employee Stock Ownership Plan side-by-side with 3 peers →

Hammond Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Garrison Hughes, Inc. Employee Stock Ownership Plan in PA ($12M); by covered participants it is The Model Group Employee Stock Ownership Plan in OH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Hammond Group Employee Stock Ownership Plan assets move in 2023? ▼
Hammond Group Employee Stock Ownership Plan pulled back noticeably - down 14.7% during 2023, from $15M to $12M. Reported net income was -$1M.
How have Hammond Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hammond Group, Inc.'s sponsor-wide assets grew 3.7%, from $44M to $46M.
Which ESOP plans are similar in size to Hammond Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Garrison Hughes, Inc. Employee Stock Ownership Plan in PA ($12M, 102 participants).
Which ESOP plans cover a similar participant headcount to Hammond Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Model Group Employee Stock Ownership Plan in OH (114 participants, $10M 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 350362850.

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.