ESOP · DOL Form 5500 · 2023
Haylor Freyer & Coon Inc. ESOP
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 121
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $277,298
- Avg per participant High balance/head
Official DOL plan name: Haylor Freyer & Coon Inc. Employee Stock Ownership Plan · Sponsored by Haylor Freyer & Coon Inc. · New York · Finance & Insurance
$34M in assets, 121 participants
Haylor Freyer & Coon Inc.'s Haylor Freyer & Coon Inc. Employee Stock Ownership Plan reported $34M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,259 in Finance & Insurance (8,869 peers)
Coverage in New York
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $34M.
- #6,259
- in Finance & Insurance (8,869 peers)
- +5.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan's outsized position by total assets
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,553,117 Top 19% higher than 81% 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
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haylor Freyer & Coon Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Haylor Freyer & Coon Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Haylor Freyer & Coon Inc. Employee Stock Ownership Plan reported participants fell from 155 in the plan year 2022 filing to 121 in the plan year 2023 filing.
- Haylor Freyer & Coon Inc. Employee Stock Ownership Plan end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 150547748 · Haylor Freyer & Coon Inc. PY 2023 · ESOP
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan · $34M · 121 · 81st
- PHOTO $34M
- PHOTO 121
- PHOTO 81st
- PHOTO ESOP
- PHOTO near Altrust Financial Services, Inc. Employee Stock Ownership Plan
- PHOTO ind #6259
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 New York →
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 150547748 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haylor Freyer & Coon Inc.)
Sponsor-wide plan assets over time
All Haylor Freyer & Coon Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 220 | $32M |
| 2023 | 1 | 121 | $34M |
| 2024 | 1 | 109 | N/A |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Haylor Freyer & Coon Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Altrust Financial Services, Inc. Employee Stock Ownership Plan in AL ($34M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Altrust Financial Services, Inc. Employee Stock Ownership Plan (AL) $34M · 277
- Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust (VA) $34M · 338
- Kimberlite Corporation Employee Stock Ownership Plan (CA) $33M · 104
- Combined Public Communications Employee Stock Ownership Plan (KY) $33M · 207
Similar participant headcount
Nearest other-state filings by covered participants (121 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.