ESOP · DOL Form 5500 · 2024
Hargrove Holding Company, Inc. ESOP
Data updated 2026-07-24
- $73M
- Total assets
- 2,280
- Participants
- 88th
- Percentile by assets
- $32,134
- Avg per participant
Official DOL plan name: Hargrove Holding Company, Inc. Teammate Stock Ownership Plan · Sponsored by Hargrove Holding Company, Inc. · Alabama · Professional & Technical Services
$73M in assets, 2,280 participants
Hargrove Holding Company, Inc.'s Hargrove Holding Company, Inc. Teammate Stock Ownership Plan reported $73M in total assets and 2,280 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Coverage in Alabama
Hargrove Holding Company, Inc. Teammate Stock Ownership Plan covers 2,280 participants in Alabama, 6.2x the typical Alabama plan (state average ~369 per filing). Assets: $73M.
- $73M
- total plan assets (2024 EOY)
- 2,280
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $32,134
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hargrove Holding Company, Inc. Teammate Stock Ownership Plan reported net income rose from -$10M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Hargrove Holding Company, Inc. Teammate Stock Ownership Plan end-of-year assets rose from $56M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Hargrove Holding Company, Inc. Teammate Stock Ownership Plan reported participants rose from 2,093 in the plan year 2023 filing to 2,280 in the plan year 2024 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 369 participants across 1,507 plans. Hargrove Holding Company, Inc. Teammate Stock Ownership Plan reports 2,280 participants - 6.2x that state average ($73M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $17M |
| Employer EIN | 881092407 |
| Plan Effective Date | 2011-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hargrove Holding Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2,093 | $56M |
| 2024 | 1 | 2,280 | $73M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Hargrove Holding Company, Inc. Teammate Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
- Inline Electric Employee Stock Ownership Plan $243M · 298
- Signature Homes Employee Stock Ownership Plan $225M · 125
- Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hargrove Holding Company, Inc. Teammate Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Hargrove Holding Company, Inc. Teammate Stock Ownership Plan assets move in 2024? ▼
How have Hargrove Holding Company, Inc. plan assets changed over time? ▼
Where does Hargrove Holding Company, Inc. Teammate Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Hargrove Holding Company, Inc. Teammate Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Hargrove Holding Company, Inc. Teammate Stock Ownership Plan's numbers.
- By total assets, Hargrove Holding Company, Inc. Teammate Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Hargrove Holding Company, Inc.'s sponsor-wide assets have grown 30.3% since 2023 across 2 plan years on file. More Professional & Technical Services plans
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 881092407.
Read our methodology - how this data is sourced, computed, and verified.