ESOP · DOL Form 5500 · 2022

Hazen Research, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
65th
Percentile by assets National rank
$96,855
Avg per participant Below avg balance/head
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Official DOL plan name: Hazen Research, Inc. Employees' Stock Ownership Plan and Trust · Sponsored by Hazen Research, Inc. · Colorado · Professional & Technical Services

$10M in assets, 104 participants

Hazen Research, Inc.'s Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported $10M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,751 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust covers 104 participants in Colorado, about 28% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#13,751
in Professional & Technical Services (21,562 peers)
+111.1%
assets growth YoY

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,072,932 Top 35% higher than 65% 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

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hazen Research, Inc. Employees' Stock Ownership Plan and Trust sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 840511412 · Hazen Research, Inc. PY 2022 · ESOP

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust · $10M · 104 · 65th

  • PHOTO $10M
  • PHOTO 104
  • PHOTO 65th
  • PHOTO ESOP
  • PHOTO near Diw Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #13751

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 →

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in the asset neighbourhood

Diw Group, Inc. Employee Stock Ownership PlanDiw Group, Inc. Employee Sto…$10MHcr Employee Stock Ownership PlanHcr Employee Stock Ownership…$10MWarco Employee Stock Ownership PlanWarco Employee Stock Ownersh…$10MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$10MIndus Technology, Inc Employee Stock Ownership PlanIndus Technology, Inc Employ…$10M
End-of-year total assets ($M) among Hazen Research, Inc. Employees' Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$10M
Net Income$5M
Employer EIN840511412
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazen Research, Inc.)

Sponsor-wide plan assets over time

All Hazen Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 15.45246473267736% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $27M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 212 $23M
2023 2 220 $28M
2024 2 248 $27M

Nearby ESOP Plans in Colorado

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

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300 Total assets ($M) Participants Hazen Research, Inc. Employees' Stock Ownership Plan and Trust, Total assets ($M): 10.072932 · Participants: 104Hazen Research, Inc. Employees' Stock Ownership Plan and TrustAlpine 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
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Hazen Research, Inc. Employees' Stock Ownership Plan and Trust side-by-side with 3 peers →

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($10M); by covered participants it is Spalding Dedecker Associates, Inc. Employee Stock Ownership Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

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 Hazen Research, Inc. Employees' Stock Ownership Plan and Trust assets move in 2022? ▼
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust surged - up 111.1% during 2022, from $5M to $10M. Reported net income was $5M.
How have Hazen Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hazen Research, Inc.'s sponsor-wide assets grew 15.5%, from $23M to $27M.
Which ESOP plans are similar in size to Hazen Research, Inc. Employees' Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($10M, 74 participants).
Which ESOP plans cover a similar participant headcount to Hazen Research, Inc. Employees' Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Spalding Dedecker Associates, Inc. Employee Stock Ownership Plan in MI (104 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840511412.

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.