ESOP · DOL Form 5500 · 2023

Hakanson Anderson Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
32nd
Percentile by assets National rank
$98,643
Avg per participant Below avg balance/head
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Official DOL plan name: Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hakanson Anderson Associates, Inc. · Minnesota · Professional & Technical Services

$2M in assets, 23 participants

Hakanson Anderson Associates, Inc.'s Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,714 in Professional & Technical Services (20,321 peers)

Hakanson Anderson Associates, Inc. multi-year trail

Hakanson Anderson Associates, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust at $2M / 23 participants.

#5,714
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,268,792 32nd percentile higher than 32% 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

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $12K in the plan year 2022 filing to $91K in the plan year 2023 filing.
  • Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411356520 · Hakanson Anderson Associates, Inc. PY 2023 · ESOP

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · $2M · 23 · 32nd

  • PART $2M
  • TYPE 23
  • NET 32nd
  • BOOK ESOP
  • VS-ST near Catalina Cylinders, Inc. Employee Stock Ownership Plan
  • BOY ind #5714

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 Minnesota →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustHakanson Anderson Associates…$2MCatalina Cylinders, Inc. Employee Stock Ownership PlanCatalina Cylinders, Inc. Emp…$2MBaker Audio Employee Stock Ownership PlanBaker Audio Employee Stock O…$2MDillon Provision Company, Inc. Employee Stock Ownership PlanDillon Provision Company, In…$2MQvs Software, Inc. Employee Stock Ownership PlanQvs Software, Inc. Employee …$2M
End-of-year total assets ($M) among Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hakanson Anderson Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hakanson Anderson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.685620894028638% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.18M $2.45M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 23 $2M
2024 1 23 $2M

Hakanson Anderson Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$91K
Employer EIN411356520
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.268792 · Participants: 23Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 4.2% during 2023, from $2M to $2M. Reported net income was $91K.
How have Hakanson Anderson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hakanson Anderson Associates, Inc.'s sponsor-wide assets grew 12.7%, from $2M to $2M.
Which ESOP plans are similar in size to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($2M, 179 participants).
Which ESOP plans cover a similar participant headcount to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants, N/A 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 411356520.

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.