ESOP · DOL Form 5500 · 2023

Haldeman Homme Holdings, Inc. ESOP

Data updated 2026-08-25

$74M
Total assets Below avg plan size
306
Participants Below avg headcount
89th
Percentile by assets National rank
$243,239
Avg per participant Above avg balance/head
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Official DOL plan name: Haldeman Homme Employee Stock Ownership Plan and Trust · Sponsored by Haldeman Homme Holdings, Inc. · Minnesota · Construction

$74M in assets, 306 participants

Haldeman Homme Holdings, Inc.'s Haldeman Homme Employee Stock Ownership Plan and Trust reported $74M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,861 in Construction (9,030 peers)

Coverage in Minnesota

Haldeman Homme Employee Stock Ownership Plan and Trust covers 306 participants in Minnesota, about 27% of the average Minnesota filer (state average ~1,126 per filing). Assets: $74M.

#7,861
in Construction (9,030 peers)
+7.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Haldeman Homme Employee Stock Ownership Plan and Trust's outsized position by total assets

Haldeman Homme Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$74,431,224 Top 11% higher than 89% 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

Haldeman Homme Employee 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. Haldeman Homme Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haldeman Homme Employee Stock Ownership Plan and Trust reported net income fell from $12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Haldeman Homme Employee Stock Ownership Plan and Trust reported participants rose from 277 in the plan year 2022 filing to 306 in the plan year 2023 filing.
  • Haldeman Homme Employee Stock Ownership Plan and Trust end-of-year assets rose from $69M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410733913 · Haldeman Homme Holdings, Inc. PY 2023 · ESOP

Haldeman Homme Employee Stock Ownership Plan and Trust · $74M · 306 · 89th

  • IND $74M
  • IND 306
  • IND 89th
  • IND ESOP
  • IND near Span Employee Stock Ownership Plan
  • IND ind #7861

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 Minnesota →

Haldeman Homme Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ferrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$75MNew England Wire Technologies Corp. Employee Stock Ownership PlanNew England Wire Technologie…$75MGreat Lakes Construction Co. Employee Stock Ownership PlanGreat Lakes Construction Co.…$75MHaldeman Homme Employee Stock Ownership Plan and TrustHaldeman Homme Employee Stoc…$74MSpan Employee Stock Ownership PlanSpan Employee Stock Ownershi…$74M
End-of-year total assets ($M) among Haldeman Homme Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$67M
Net Income$2M
Employer EIN410733913
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haldeman Homme Holdings, Inc.)

Sponsor-wide plan assets over time

All Haldeman Homme Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 7.609550048106881% vs 2022
2023 filing year
$68M$70M$72M$74M$76M 20222023 $69.2M $74.4M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 277 $69M
2023 1 306 $74M

Nearby ESOP Plans in Minnesota

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

Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Haldeman Homme Employee Stock Ownership Plan and Trust, Total assets ($M): 74.431224 · Participants: 306Haldeman Homme Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Haldeman Homme Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Haldeman Homme Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Haldeman Homme Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Span Employee Stock Ownership Plan in CA ($74M); by covered participants it is Pittsburg Tank & Tower Group, Inc. Employee Stock Ownership Plan in KY (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Haldeman Homme Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Haldeman Homme Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.6% during 2023, from $69M to $74M. Reported net income was $2M.
How have Haldeman Homme Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Haldeman Homme Holdings, Inc.'s sponsor-wide assets grew 7.6%, from $69M to $74M.
Where does Haldeman Homme Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Haldeman Homme Employee Stock Ownership Plan and Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Haldeman Homme Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Span Employee Stock Ownership Plan in CA ($74M, 294 participants).
Which ESOP plans cover a similar participant headcount to Haldeman Homme Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pittsburg Tank & Tower Group, Inc. Employee Stock Ownership Plan in KY (306 participants, $79M 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 410733913.

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.