ESOP · DOL Form 5500 · 2023

Hazen Research, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
113
Participants Small participant base
66th
Percentile by assets National rank
$126,057
Avg per participant Near 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

$14M in assets, 113 participants

Hazen Research, Inc.'s Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported $14M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,298 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust covers 113 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $14M.

#13,298
in Professional & Technical Services (20,321 peers)
+41.4%
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 2023 · DOL Form 5500

$14,244,480 Top 34% higher than 66% of 127,068 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 2023

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust 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. Hazen Research, Inc. Employees' Stock Ownership Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hazen Research, Inc. Employees' Stock Ownership Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported participants rose from 104 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840511412 · Hazen Research, Inc. PY 2023 · ESOP

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust · $14M · 113 · 66th

  • NET $14M
  • BOOK 113
  • VS-ST 66th
  • BOY ESOP
  • SCH near The Motz Corporation Employee Stock Ownership Plan
  • EBSA ind #13298

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

Calsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$14MFoundry Products Employee Stock Ownership PlanFoundry Products Employee St…$14MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$14MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$14MVision First Employee Stock Ownership PlanVision First Employee Stock …$14M
End-of-year total assets ($M) among Hazen Research, Inc. Employees' Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
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. 050010001500 -1000100200300400500 Total assets ($M) Participants Hazen Research, Inc. Employees' Stock Ownership Plan and Trust, Total assets ($M): 14.24448 · Participants: 113Hazen Research, Inc. Employees' Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, 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 The Motz Corporation Employee Stock Ownership Plan in OH ($14M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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.

Frequently Asked Questions

How did Hazen Research, Inc. Employees' Stock Ownership Plan and Trust assets move in 2023? ▼
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust surged - up 41.4% during 2023, from $10M to $14M. Reported net income was $4M.
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 The Motz Corporation Employee Stock Ownership Plan in OH ($14M, 106 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 Savanna Industries Employee Stock Ownership Plan in VA (113 participants, $34M 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 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.