ESOP · DOL Form 5500 · 2023

Mark W Hinman ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 7
Participants Small participant base: 28th
Percentile by assets National rank: $222,500
Avg per participant Above avg balance/head

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Official DOL plan name: Hinman & Hinman Trust Mpp · Sponsored by Mark W Hinman · Colorado · Healthcare & Social Assistance

$2M in assets, 7 participants

Mark W Hinman's Hinman & Hinman Trust Mpp reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,416 in Healthcare & Social Assistance (17,684 peers)

Mark W Hinman multi-year trail

Mark W Hinman's plans moved +12.1% in assets from 2022 to 2023; this filing shows Hinman & Hinman Trust Mpp at $2M / 7 participants.

#4,416
in Healthcare & Social Assistance (17,684 peers): +12.1%
assets growth YoY

Hinman & Hinman Trust Mpp among the smaller filed plans by assets

Hinman & Hinman Trust Mpp vs every filed plan by assets

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

$1,557,498 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hinman & Hinman Trust Mpp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hinman & Hinman Trust Mpp is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hinman & Hinman Trust Mpp reported net income rose from -$226K in the plan year 2022 filing to $168K in the plan year 2023 filing.
Hinman & Hinman Trust Mpp end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841438851 · Mark W Hinman PY 2023 · ESOP

Hinman & Hinman Trust Mpp · $2M · 7 · 28th

ASSETS $2M
PCT 7
EIN 28th
RANK ESOP
PHOTO near Pacific Jobbers Warehouse, Inc. Employee Stock Ownership Plan
IND ind #4416

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 Colorado →

End-of-year total assets ($M) among Hinman & Hinman Trust Mpp and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mark W Hinman multi-year asset trail

Latest sponsor-wide plan assets: $2M 12.058035704649892% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$1M
2023	1	7	$2M

Mark W Hinman filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$168K
Employer EIN	841438851
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Colorado

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

Hinman & Hinman Trust Mpp vs. nearby ESOP plans in Colorado, assets vs. participants

Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444

Compare Hinman & Hinman Trust Mpp side-by-side with 3 peers →

Hinman & Hinman Trust Mpp's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Pacific Jobbers Warehouse, Inc. Employee Stock Ownership Plan in HI ($2M); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Pacific Jobbers Warehouse, Inc. Employee Stock Ownership Plan (HI) $2M · 49
Far West Technology, Inc. Employee Stock Ownership Plan (CA) $2M · 13
Lifecare Investments, Inc. Employee Stock Ownership Plan (OH) $2M · 107
Mss Technologies, Inc. Employee Stock Ownership Plan (AZ) $2M · 49

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Efs Wealth Management Employee Stock Ownership Plan (IA) 7 · 0 off
American Enterprises International, Inc. ESOP & Profit Sharing Plan (WI) 7 · 0 off
Oceanweather, Inc. Employee Stock Ownership Plan (CT) 7 · 0 off
Technology Management Company Employees' Stock Ownership Plan and Trust (NM) 7 · 0 off

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 Hinman & Hinman Trust Mpp assets move in 2023? ▼

Hinman & Hinman Trust Mpp grew at a solid clip - up 12.1% during 2023, from $1M to $2M. Reported net income was $168K.

How have Mark W Hinman plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Mark W Hinman's sponsor-wide assets grew 12.1%, from $1M to $2M.

Which ESOP plans are similar in size to Hinman & Hinman Trust Mpp? ▼

Among ESOP plans in other states, the closest by assets is Pacific Jobbers Warehouse, Inc. Employee Stock Ownership Plan in HI ($2M, 49 participants).

Which ESOP plans cover a similar participant headcount to Hinman & Hinman Trust Mpp? ▼

Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 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 841438851.