ESOP · DOL Form 5500 · 2023

Hargrove Holding Company, Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
2,093
Participants Near avg headcount
87th
Percentile by assets National rank
$26,870
Avg per participant Low balance/head
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Official DOL plan name: Hargrove Holding Company, Inc Teammate Stock Ownership Plan · Sponsored by Hargrove Holding Company, Inc. · Alabama · Professional & Technical Services

$56M in assets, 2,093 participants

Hargrove Holding Company, Inc.'s Hargrove Holding Company, Inc Teammate Stock Ownership Plan reported $56M in total assets and 2,093 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,850 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Hargrove Holding Company, Inc Teammate Stock Ownership Plan covers 2,093 participants in Alabama, 5.8x the typical Alabama plan (state average ~360 per filing). Assets: $56M.

#17,850
in Professional & Technical Services (20,321 peers)
-15.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hargrove Holding Company, Inc Teammate Stock Ownership Plan's outsized position by total assets

Hargrove Holding Company, Inc Teammate Stock Ownership Plan vs every filed plan by assets

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

$56,238,813 Top 13% higher than 87% 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

Hargrove Holding Company, Inc Teammate Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hargrove Holding Company, Inc Teammate Stock Ownership Plan lands in the large band (2,093 participants).

Form 5500 schedule snapshot

Filing strip 881092407 · Hargrove Holding Company, Inc. PY 2023 · ESOP

Hargrove Holding Company, Inc Teammate Stock Ownership Plan · $56M · 2,093 · 87th

  • TYPE $56M
  • TYPE 2,093
  • TYPE 87th
  • TYPE ESOP
  • TYPE near Bsc Ventures Holdings, Inc. Employee Stock Ownership Plan
  • TYPE ind #17850

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 Alabama →

Hargrove Holding Company, Inc Teammate Stock Ownership Plan in the asset neighbourhood

Bsc Ventures Holdings, Inc. Employee Stock Ownership PlanBsc Ventures Holdings, Inc. …$56MDigital Dynamics, Inc. Employee Stock Ownership PlanDigital Dynamics, Inc. Emplo…$56MHargrove Holding Company, Inc Teammate Stock Ownership PlanHargrove Holding Company, In…$56MM. B. Haynes Corporation Employee Stock Ownership PlanM. B. Haynes Corporation Emp…$56MRcss Holdings, Inc. Employee Stock Ownership PlanRcss Holdings, Inc. Employee…$56M
End-of-year total assets ($M) among Hargrove Holding Company, Inc Teammate Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$56M
Net Income-$10M
Employer EIN881092407
Plan Effective Date2011-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Hargrove Holding Company, Inc.)

Sponsor-wide plan assets over time

All Hargrove Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 30.27695481410676% vs 2023
2024 filing year
$50M$60M$70M$80M 20232024 $56.2M $73.3M ▲ +30.3%
Year Plans Participants Total Assets
2023 1 2,093 $56M
2024 1 2,280 $73M

Nearby ESOP Plans in Alabama

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

Hargrove Holding Company, Inc Teammate Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0100200300400500 Total assets ($M) Participants Hargrove Holding Company, Inc Teammate Stock Ownership Plan, Total assets ($M): 56.238813 · Participants: 2093Hargrove Holding Company, Inc Teammate Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Hargrove Holding Company, Inc Teammate Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Hargrove Holding Company, Inc Teammate Stock Ownership Plan side-by-side with 3 peers →

Hargrove Holding Company, Inc Teammate Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Bsc Ventures Holdings, Inc. Employee Stock Ownership Plan in VA ($56M); by covered participants it is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA (2,097 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,093 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 Hargrove Holding Company, Inc Teammate Stock Ownership Plan assets move in 2023? ▼
Hargrove Holding Company, Inc Teammate Stock Ownership Plan declined sharply - down 15.2% during 2023, from $66M to $56M. Reported net income was -$10M.
How have Hargrove Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hargrove Holding Company, Inc.'s sponsor-wide assets grew 30.3%, from $56M to $73M.
Where does Hargrove Holding Company, Inc Teammate Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hargrove Holding Company, Inc Teammate Stock Ownership Plan ranks in the 87th 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 Hargrove Holding Company, Inc Teammate Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bsc Ventures Holdings, Inc. Employee Stock Ownership Plan in VA ($56M, 299 participants).
Which ESOP plans cover a similar participant headcount to Hargrove Holding Company, Inc Teammate Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA (2,097 participants, $28M 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 881092407.

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.