ESOP · DOL Form 5500 · 2024

Hakanson Anderson Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
32nd
Percentile by assets National rank
$106,720
Avg per participant Below avg balance/head
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Official DOL plan name: Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hakanson Anderson Associates, Inc. · Minnesota · Professional & Technical Services

$2M in assets, 23 participants

Hakanson Anderson Associates, Inc.'s Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,604 in Professional & Technical Services (20,173 peers)

Hakanson Anderson Associates, Inc. multi-year trail

Hakanson Anderson Associates, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust at $2M / 23 participants.

#5,604
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,454,552 32nd percentile higher than 32% 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

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $91K in the plan year 2023 filing to $186K in the plan year 2024 filing.
  • Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411356520 · Hakanson Anderson Associates, Inc. PY 2024 · ESOP

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust · $2M · 23 · 32nd

  • 5500 $2M
  • ASSETS 23
  • PCT 32nd
  • EIN ESOP
  • RANK near Innova Technologies, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5604

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 →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

E. F. Lombardi Company Employee Stock Ownership PlanE. F. Lombardi Company Emplo…$2MWest Plains Bancshares Employee Stock Ownership PlanWest Plains Bancshares Emplo…$2MHakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustHakanson Anderson Associates…$2MInnova Technologies, Inc. Employee Stock Ownership PlanInnova Technologies, Inc. Em…$2MGautier Steel Employee Stock Ownership PlanGautier Steel Employee Stock…$2M
End-of-year total assets ($M) among Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hakanson Anderson Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hakanson Anderson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.685620894028638% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.18M $2.45M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 23 $2M
2024 1 23 $2M

Hakanson Anderson Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$186K
Employer EIN411356520
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.454552 · Participants: 23Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Innova Technologies, Inc. Employee Stock Ownership Plan in ($2M); by covered participants it is Collaborative Testing Services, Inc. Employee Stock Ownership Plan in VA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.2% during 2024, from $2M to $2M. Reported net income was $186K.
How have Hakanson Anderson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hakanson Anderson Associates, Inc.'s sponsor-wide assets grew 12.7%, from $2M to $2M.
Which ESOP plans are similar in size to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Innova Technologies, Inc. Employee Stock Ownership Plan in ($2M, 38 participants).
Which ESOP plans cover a similar participant headcount to Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Collaborative Testing Services, Inc. Employee Stock Ownership Plan in VA (23 participants, $31M 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 411356520.

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.