ESOP · DOL Form 5500 · 2024

Hafendorfer Machine Inc ESOP

Data updated 2026-08-25

$7K
Total assets Small plan by assets
37
Participants Small participant base
1st
Percentile by assets National rank
$195
Avg per participant Low balance/head
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Official DOL plan name: Hafendorfer Machine, Inc. Employee Stock Ownership Plan · Sponsored by Hafendorfer Machine Inc · Kentucky · Manufacturing

$7K in assets, 37 participants

Hafendorfer Machine Inc's Hafendorfer Machine, Inc. Employee Stock Ownership Plan reported $7K in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #77 in Manufacturing (17,777 peers)

Hafendorfer Machine Inc multi-year trail

Hafendorfer Machine Inc's plans moved -99.4% in assets from 2022 to 2024; this filing shows Hafendorfer Machine, Inc. Employee Stock Ownership Plan at $7K / 37 participants.

#77
in Manufacturing (17,777 peers)
-85.7%
assets change YoY

Hafendorfer Machine, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Hafendorfer Machine, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,210 1st percentile higher than 1% of 123,620 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 2024

Hafendorfer Machine, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hafendorfer Machine, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hafendorfer Machine, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to $45K in the plan year 2024 filing.
  • Hafendorfer Machine, Inc. Employee Stock Ownership Plan end-of-year assets fell from $50K in the plan year 2023 filing to $7K in the plan year 2024 filing.
  • Hafendorfer Machine, Inc. Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611270777 · Hafendorfer Machine Inc PY 2024 · ESOP

Hafendorfer Machine, Inc. Employee Stock Ownership Plan · $7K · 37 · 1st

  • EIN $7K
  • RANK 37
  • PHOTO 1st
  • IND ESOP
  • EOY near Dtech Administrative Services, Inc. Employee Stock Ownership Plan
  • 5500 ind #77

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 Kentucky →

Hafendorfer Machine, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hafendorfer Machine, Inc. Employee Stock Ownership PlanHafendorfer Machine, Inc. Em…$7KDtech Administrative Services, Inc. Employee Stock Ownership PlanDtech Administrative Service…$7KMundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$7KHernandez Consulting Inc. Employee Stock Ownership Plan and TrustHernandez Consulting Inc. Em…$7KAres Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$7K
End-of-year total assets ($M) among Hafendorfer Machine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hafendorfer Machine Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hafendorfer Machine Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7K 99.42227564102564% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.25M $0.01M ▼ -99.2%
Year Plans Participants Total Assets
2022 1 50 $1M
2023 1 40 $50K
2024 1 37 $7K

Hafendorfer Machine Inc filing trail (2024)

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)-$4M
Net Income$45K
Employer EIN611270777
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Hafendorfer Machine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Hafendorfer Machine, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00000721 · Participants: 37Hafendorfer Machine, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Hafendorfer Machine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Hafendorfer Machine, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hafendorfer Machine, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Dtech Administrative Services, Inc. Employee Stock Ownership Plan in CO ($7K); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hafendorfer Machine, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hafendorfer Machine, Inc. Employee Stock Ownership Plan contracted severely - down 85.7% during 2024, from $50K to $7K. Reported net income was $45K.
How have Hafendorfer Machine Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hafendorfer Machine Inc's sponsor-wide assets declined 99.4%, from $1M to $7K.
Where does Hafendorfer Machine, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hafendorfer Machine, Inc. Employee Stock Ownership Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Hafendorfer Machine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dtech Administrative Services, Inc. Employee Stock Ownership Plan in CO ($7K, 29 participants).
Which ESOP plans cover a similar participant headcount to Hafendorfer Machine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611270777.

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.