ESOP · DOL Form 5500 · 2022

Mark W Hinman ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$198,558
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

$1M in assets, 7 participants

Mark W Hinman's Hinman & Hinman Trust Mpp reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,492 in Healthcare & Social Assistance (20,060 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 $1M / 7 participants.

#5,492
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$1,389,903 29th percentile higher than 29% of 139,123 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 2022

Hinman & Hinman Trust Mpp among micro filed plans by headcount

Plan-year 2022 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.

EBSA filing schedule strip

Filing strip 841438851 · Mark W Hinman PY 2022 · ESOP

Hinman & Hinman Trust Mpp · $1M · 7 · 29th

  • RANK $1M
  • PHOTO 7
  • IND 29th
  • EOY ESOP
  • 5500 near Tollefson Funeral Home, Inc. ESOP
  • ASSETS ind #5492

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 →

Hinman & Hinman Trust Mpp in the asset neighbourhood

Hinman & Hinman Trust Mpp$1MTollefson Funeral Home, Inc. ESOPTollefson Funeral Home, Inc.…$1MTrauner Consulting Services, Inc. Employee Stock Ownership PlanTrauner Consulting Services,…$1MDurbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$1MMcinnis Brothers Construction, Inc. Employee Stock Ownership PlanMcinnis Brothers Constructio…$1M
End-of-year total assets ($M) among Hinman & Hinman Trust Mpp and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mark W Hinman multi-year asset trail

Sponsor-wide plan assets over time

All Mark W Hinman plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.058035704649892% vs 2022
2023 filing year
$1.3M$1.4M$1.5M$1.6M 20222023 $1.39M $1.56M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $2M

Mark W Hinman filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$226K
Employer EIN841438851
Plan Effective Date1997-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Hinman & Hinman Trust Mpp, Total assets ($M): 1.389903 · Participants: 7Hinman & Hinman Trust MppAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Hinman & Hinman Trust Mpp vs. nearby ESOP plans in Colorado, assets vs. participants

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

Outside Colorado, the nearest ESOP by assets is Tollefson Funeral Home, Inc. ESOP in ND ($1M); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. 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 2022?
Hinman & Hinman Trust Mpp pulled back noticeably - down 14.0% during 2022, from $2M to $1M. Reported net income was -$226K.
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 Tollefson Funeral Home, Inc. ESOP in ND ($1M, 5 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 Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants, N/A in assets).