ESOP · DOL Form 5500 · 2023

The Hawthorn Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,523
Participants Near avg headcount
38th
Percentile by assets National rank
$2,322
Avg per participant Low balance/head
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Official DOL plan name: Oaktree Employee Stock Ownership Plan · Sponsored by The Hawthorn Group, Inc. · Oklahoma · Transportation & Warehousing

$4M in assets, 1,523 participants

The Hawthorn Group, Inc.'s Oaktree Employee Stock Ownership Plan reported $4M in total assets and 1,523 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,280 in Transportation & Warehousing (3,362 peers)

Coverage in Oklahoma

Oaktree Employee Stock Ownership Plan covers 1,523 participants in Oklahoma, 2.0x the typical Oklahoma plan (state average ~760 per filing). Assets: $4M.

#1,280
in Transportation & Warehousing (3,362 peers)
-$16M
reported net income

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaktree Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Oaktree Employee Stock Ownership Plan vs every filed plan by assets

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

$3,536,967 38th percentile higher than 38% 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

Oaktree Employee 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. Oaktree Employee Stock Ownership Plan lands in the large band (1,523 participants).

Published 5500 schedule card

Filing strip 743073830 · The Hawthorn Group, Inc. PY 2023 · ESOP

Oaktree Employee Stock Ownership Plan · $4M · 1,523 · 38th

  • PART $4M
  • PART 1,523
  • PART 38th
  • PART ESOP
  • PART near Alexander Clark, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #1280

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 Oklahoma →

Oaktree Employee Stock Ownership Plan in the asset neighbourhood

Oaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4MAlexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$4MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4MPyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4M
End-of-year total assets ($M) among Oaktree Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$16M
Net Income-$16M
Employer EIN743073830
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hawthorn Group, Inc.)

Sponsor-wide plan assets over time

All The Hawthorn Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 44.90218021463879% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46M $66.6M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 1,440 $46M
2023 2 3,159 $60M
2024 2 3,000 $67M

Nearby ESOP Plans in Oklahoma

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

Oaktree Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Oaktree Employee Stock Ownership Plan, Total assets ($M): 3.536967 · Participants: 1523Oaktree Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Oaktree Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Oaktree Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID ($4M); by covered participants it is Yoke's Foods, Inc. Employee Stock Ownership Plan in WA (1,532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,523 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 have The Hawthorn Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hawthorn Group, Inc.'s sponsor-wide assets grew 44.9%, from $46M to $67M.
Which ESOP plans are similar in size to Oaktree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID ($4M, 37 participants).
Which ESOP plans cover a similar participant headcount to Oaktree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Yoke's Foods, Inc. Employee Stock Ownership Plan in WA (1,532 participants, $96M 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 743073830.

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.