ESOP · DOL Form 5500 · 2024

Haberfeld Holdings, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
75
Participants Small participant base
80th
Percentile by assets National rank
$467,016
Avg per participant High balance/head
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Official DOL plan name: Haberfeld Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Haberfeld Holdings, Inc. · Nebraska · Management of Enterprises

$35M in assets, 75 participants

Haberfeld Holdings, Inc.'s Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported $35M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #697 in Management of Enterprises (1,133 peers)

Where Haberfeld Holdings, Inc. Employee Stock Ownership Plan sits by assets

Haberfeld Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 75 participants (~$467,016/participant), up 20.5% in 2024.

#697
in Management of Enterprises (1,133 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Haberfeld Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,026,204 Top 20% higher than 80% 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

Haberfeld Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haberfeld Holdings, Inc. Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Haberfeld Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Haberfeld Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832766366 · Haberfeld Holdings, Inc. PY 2024 · ESOP

Haberfeld Holdings, Inc. Employee Stock Ownership Plan · $35M · 75 · 80th

  • EOY $35M
  • 5500 75
  • ASSETS 80th
  • PCT ESOP
  • EIN near 1a Auto, Inc. Employee Stock Ownership Plan
  • RANK ind #697

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 Nebraska →

Haberfeld Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Global Tax Management, Inc. Employee Stock Ownership PlanGlobal Tax Management, Inc. …$35M1a Auto, Inc. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock…$35MHaberfeld Holdings, Inc. Employee Stock Ownership PlanHaberfeld Holdings, Inc. Emp…$35MRaffertys, Inc. Employee Stock Ownership PlanRaffertys, Inc. Employee Sto…$35MAmerican Stock, Savings and Employee TrustAmerican Stock, Savings and …$35M
End-of-year total assets ($M) among Haberfeld Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$19M
Net Income$7M
Employer EIN832766366
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haberfeld Holdings, Inc.)

Sponsor-wide plan assets over time

All Haberfeld Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 37.3764205070645% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $53.2M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 144 $39M
2023 2 147 $45M
2024 2 159 $53M

Nearby ESOP Plans in Nebraska

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

Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100200300400500 050100150200250 Total assets ($M) Participants Haberfeld Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 35.026204 · Participants: 75Haberfeld Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
Haberfeld Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Haberfeld Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Haberfeld Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is 1a Auto, Inc. Employee Stock Ownership Plan in NH ($35M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Haberfeld Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Haberfeld Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 20.5% during 2024, from $29M to $35M. Reported net income was $7M.
How have Haberfeld Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haberfeld Holdings, Inc.'s sponsor-wide assets grew 37.4%, from $39M to $53M.
Where does Haberfeld Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Haberfeld Holdings, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Haberfeld Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 1a Auto, Inc. Employee Stock Ownership Plan in NH ($35M, 280 participants).
Which ESOP plans cover a similar participant headcount to Haberfeld Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants, $7M 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 832766366.

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.