ESOP · DOL Form 5500 · 2023

Hammontree & Associates, Ltd. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
43
Participants Small participant base
31st
Percentile by assets National rank
$49,348
Avg per participant Low balance/head
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Official DOL plan name: Hammontree & Associates Employee Stock Ownership Plan · Sponsored by Hammontree & Associates, Ltd. · Ohio · Professional & Technical Services

$2M in assets, 43 participants

Hammontree & Associates, Ltd.'s Hammontree & Associates Employee Stock Ownership Plan reported $2M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,526 in Professional & Technical Services (20,321 peers)

Hammontree & Associates, Ltd. multi-year trail

Hammontree & Associates, Ltd.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Hammontree & Associates Employee Stock Ownership Plan at $2M / 43 participants.

#5,526
in Professional & Technical Services (20,321 peers)
+6.4%
assets growth YoY

Hammontree & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Hammontree & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,121,952 31st percentile higher than 31% 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

Hammontree & Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hammontree & Associates Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hammontree & Associates Employee Stock Ownership Plan reported net income rose from $124 in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Hammontree & Associates Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hammontree & Associates Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341147301 · Hammontree & Associates, Ltd. PY 2023 · ESOP

Hammontree & Associates Employee Stock Ownership Plan · $2M · 43 · 31st

  • PART $2M
  • TYPE 43
  • NET 31st
  • BOOK ESOP
  • VS-ST near Nw Financial Holdings, Inc. Employee Stock Ownership Plan
  • BOY ind #5526

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 Ohio →

Hammontree & Associates Employee Stock Ownership Plan in the asset neighbourhood

L & L Electronics, Inc. Employee Stock Ownership Plan and TrustL & L Electronics, Inc. Empl…$2MHammontree & Associates Employee Stock Ownership PlanHammontree & Associates Empl…$2MNw Financial Holdings, Inc. Employee Stock Ownership PlanNw Financial Holdings, Inc. …$2M9wood, Inc. Employee Stock Ownership Plan9wood, Inc. Employee Stock O…$2MEureka Homestead ESOP$2M
End-of-year total assets ($M) among Hammontree & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hammontree & Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Hammontree & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.18767361681584% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.56M ▲ +35.2%
Year Plans Participants Total Assets
2022 2 91 $6M
2023 2 91 $8M
2024 2 89 $9M

Hammontree & Associates, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$80K
Employer EIN341147301
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Hammontree & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Hammontree & Associates Employee Stock Ownership Plan, Total assets ($B): 0.002121952 · Participants: 43Hammontree & Associates Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Hammontree & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Hammontree & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Hammontree & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Nw Financial Holdings, Inc. Employee Stock Ownership Plan in NJ ($2M); by covered participants it is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Hammontree & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Hammontree & Associates Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2023, from $2M to $2M. Reported net income was $80K.
How have Hammontree & Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hammontree & Associates, Ltd.'s sponsor-wide assets grew 35.2%, from $6M to $9M.
Which ESOP plans are similar in size to Hammontree & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nw Financial Holdings, Inc. Employee Stock Ownership Plan in NJ ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Hammontree & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants, $12M 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 341147301.

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.