ESOP · DOL Form 5500 · 2023
Hazen Research, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 113
- Participants
- 66th
- Percentile by assets
- $126,057
- Avg per participant
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.
- 66th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 113
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $126,057
- avg assets per participant
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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reports 113 participants - about 30% of that state average ($14M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 840511412 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hazen Research, Inc.)
| 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
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hazen Research, Inc. Employees' Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Hazen Research, Inc. Employees' Stock Ownership Plan and Trust's numbers.
- By total assets, Hazen Research, Inc. Employees' Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Hazen Research, Inc.'s sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans