ESOP · DOL Form 5500 · 2024

The Hawthorn Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,362
Participants Near avg headcount
34th
Percentile by assets National rank
$2,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oaktree Employee Stock Ownership Plan · Sponsored by The Hawthorn Group, Inc. · Oklahoma · Transportation & Warehousing

$3M in assets, 1,362 participants

The Hawthorn Group, Inc.'s Oaktree Employee Stock Ownership Plan reported $3M in total assets and 1,362 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,129 in Transportation & Warehousing (3,299 peers)

The Hawthorn Group, Inc. multi-year trail

The Hawthorn Group, Inc.'s plans moved +44.9% in assets from 2022 to 2024; this filing shows Oaktree Employee Stock Ownership Plan at $3M / 1,362 participants.

#1,129
in Transportation & Warehousing (3,299 peers)
-16.8%
assets change YoY

Oaktree Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Oaktree Employee Stock Ownership Plan vs every filed plan by assets

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

$2,942,248 34th percentile higher than 34% 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

Oaktree Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaktree Employee Stock Ownership Plan lands in the large band (1,362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oaktree Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2023 filing to $448K in the plan year 2024 filing.
  • Oaktree Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oaktree Employee Stock Ownership Plan reported participants fell from 1,523 in the plan year 2023 filing to 1,362 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 743073830 · The Hawthorn Group, Inc. PY 2024 · ESOP

Oaktree Employee Stock Ownership Plan · $3M · 1,362 · 34th

  • EIN $3M
  • RANK 1,362
  • PHOTO 34th
  • IND ESOP
  • EOY near Fmn ESOP
  • 5500 ind #1129

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 Oklahoma →

Oaktree Employee Stock Ownership Plan in the asset neighbourhood

Valley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, In…$3MFieldman, Rolapp & Associates, Inc. Employee Stock Ownership PlanFieldman, Rolapp & Associate…$3MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$3MFmn ESOP$3MCollateral Services, Inc. Employee Stock Ownership PlanCollateral Services, Inc. Em…$3M
End-of-year total assets ($M) among Oaktree Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Hawthorn Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Hawthorn Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 44.90218021463879% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46M $66.6M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 1,440 $46M
2023 2 3,159 $60M
2024 2 3,000 $67M

The Hawthorn Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$16M
Net Income$448K
Employer EIN743073830
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Oaktree Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Oaktree Employee Stock Ownership Plan, Total assets ($M): 2.942248 · Participants: 1362Oaktree Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Oaktree Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Oaktree Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Fmn ESOP in CA ($3M); by covered participants it is P.L Marketing, Inc. Employee Stock Ownership Plan in KY (1,358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,362 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 Oaktree Employee Stock Ownership Plan assets move in 2024? ▼
Oaktree Employee Stock Ownership Plan declined sharply - down 16.8% during 2024, from $4M to $3M. Reported net income was $448K.
How have The Hawthorn Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hawthorn Group, Inc.'s sponsor-wide assets grew 44.9%, from $46M to $67M.
Which ESOP plans are similar in size to Oaktree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fmn ESOP in CA ($3M, 26 participants).
Which ESOP plans cover a similar participant headcount to Oaktree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is P.L Marketing, Inc. Employee Stock Ownership Plan in KY (1,358 participants, $104M 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 743073830.

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.