ESOP · DOL Form 5500 · 2023

Hatfield and Company, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
47th
Percentile by assets National rank
$52,825
Avg per participant Low balance/head
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Official DOL plan name: Hatfield and Company, Inc. Employee Stock Ownership Plan · Sponsored by Hatfield and Company, Inc. · Texas · Wholesale Trade

$6M in assets, 111 participants

Hatfield and Company, Inc.'s Hatfield and Company, Inc. Employee Stock Ownership Plan reported $6M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,329 in Wholesale Trade (6,309 peers)

Coverage in Texas

Hatfield and Company, Inc. Employee Stock Ownership Plan covers 111 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,329
in Wholesale Trade (6,309 peers)
+39.1%
assets growth YoY

Hatfield and Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Hatfield and Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,863,604 47th percentile higher than 47% 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. 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. Hatfield and Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hatfield and Company, Inc. Employee Stock Ownership Plan reported net income rose from $187K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hatfield and Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hatfield and Company, Inc. Employee Stock Ownership Plan reported participants rose from 108 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741646507 · Hatfield and Company, Inc. PY 2023 · ESOP

Hatfield and Company, Inc. Employee Stock Ownership Plan · $6M · 111 · 47th

  • PHOTO $6M
  • PHOTO 111
  • PHOTO 47th
  • PHOTO ESOP
  • PHOTO near Harris Group Inc. Employee Stock Ownership Plan
  • PHOTO ind #2329

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 Texas →

Hatfield and Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

World Block, Inc. Employee Stock Ownership PlanWorld Block, Inc. Employee S…$6MDisher Corp. Employee Stock Ownership PlanDisher Corp. Employee Stock …$6MHatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$6MHarris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$6MBarnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$6M
End-of-year total assets ($M) among Hatfield and Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN741646507
Plan Effective Date2018-01-01
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 ESOP Plans in Texas

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

Hatfield and Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Hatfield and Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005863604 · Participants: 111Hatfield and Company, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Hatfield and Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Hatfield and Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hatfield and Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Harris Group Inc. Employee Stock Ownership Plan in WA ($6M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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. Employee Stock Ownership Plan assets move in 2023? ▼
Hatfield and Company, Inc. Employee Stock Ownership Plan surged - up 39.1% during 2023, from $4M to $6M. Reported net income was $2M.
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 ESOP plans are similar in size to Hatfield and Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harris Group Inc. Employee Stock Ownership Plan in WA ($6M, 79 participants).
Which ESOP plans cover a similar participant headcount to Hatfield and Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $3M 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.