401(k) · DOL Form 5500 · 2024

Hatfield and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
141
Participants Small participant base
70th
Percentile by assets National rank
$137,319
Avg per participant Near avg balance/head
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Official DOL plan name: Hatfield and Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Hatfield and Company, Inc. · Texas · Wholesale Trade

$19M in assets, 141 participants

Hatfield and Company, Inc.'s Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,972 in Wholesale Trade (6,080 peers)

Coverage in Texas

Hatfield and Company, Inc. 401(k) Profit Sharing Plan covers 141 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#3,972
in Wholesale Trade (6,080 peers)
+17.9%
assets growth YoY

Hatfield and Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,361,909 Top 30% higher than 70% 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

Hatfield and Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hatfield and Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported net income rose from $576K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Hatfield and Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 123 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741646507 · Hatfield and Company, Inc. PY 2024 · 401(k)

Hatfield and Company, Inc. 401(k) Profit Sharing Plan · $19M · 141 · 70th

  • EOY $19M
  • 5500 141
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Southeastern Banking Corporation Group Profit Sharing Plan and Trust
  • RANK ind #3972

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 Wholesale Trade retirement plans → · Plans in Texas →

Hatfield and Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hatfield and Company, Inc. 401(k) Profit Sharing PlanHatfield and Company, Inc. 4…$19MSoutheastern Banking Corporation Group Profit Sharing Plan and TrustSoutheastern Banking Corpora…$19MFigs 401(k) Plan$19MVlp Law Group/Vlp Management Profit Sharing 401(k)PlanVlp Law Group/Vlp Management…$19MHomer T. Hayward Lumber Co., Inc. 401(k) Profit Sharing PlanHomer T. Hayward Lumber Co.,…$19M
End-of-year total assets ($M) among Hatfield and Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN741646507
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hatfield and Company, Inc.)

Sponsor-wide plan assets over time

All Hatfield and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.24673561054016% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.1M $27.1M ▲ +35.2%
Year Plans Participants Total Assets
2022 2 221 $20M
2023 2 234 $22M
2024 2 258 $27M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hatfield and Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.019361909 · Participants: 141Hatfield and Company, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Hatfield and Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hatfield and Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hatfield and Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Southeastern Banking Corporation Group Profit Sharing Plan and Trust in GA ($19M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Hatfield and Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Hatfield and Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2024, from $16M to $19M. Reported net income was $3M.
How have Hatfield and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hatfield and Company, Inc.'s sponsor-wide assets grew 35.2%, from $20M to $27M.
Which 401(k) plans are similar in size to Hatfield and Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Banking Corporation Group Profit Sharing Plan and Trust in GA ($19M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Hatfield and Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A 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 741646507.

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.