ESOP · DOL Form 5500 · 2024

Hale Farms, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Hale Farms, Inc. Employee Stock Ownership Plan · Sponsored by Hale Farms, Inc. · Missouri · Agriculture, Forestry & Fishing

$2M in assets, 2 participants

Hale Farms, Inc.'s Hale Farms, Inc. Employee Stock Ownership Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #369 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Hale Farms, Inc. Employee Stock Ownership Plan holds $2M for 2 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#369
in Agriculture, Forestry & Fishing (1,217 peers)
+4.1%
assets growth YoY

Hale Farms, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Hale Farms, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,021,100 30th percentile higher than 30% 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

Hale Farms, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale Farms, Inc. Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hale Farms, Inc. Employee Stock Ownership Plan reported net income rose from -$6K in the plan year 2023 filing to $79K in the plan year 2024 filing.
  • Hale Farms, Inc. Employee Stock Ownership Plan 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 431568590 · Hale Farms, Inc. PY 2024 · ESOP

Hale Farms, Inc. Employee Stock Ownership Plan · $2M · 2 · 30th

  • EOY $2M
  • 5500 2
  • ASSETS 30th
  • PCT ESOP
  • EIN near Century-Centech Holding Co. Employee Stock Ownership Plan
  • RANK ind #369

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 Missouri →

Hale Farms, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hale Farms, Inc. Employee Stock Ownership PlanHale Farms, Inc. Employee St…$2MCentury-Centech Holding Co. Employee Stock Ownership PlanCentury-Centech Holding Co. …$2MCecil W Powell & Company Employee Stock Ownership PlanCecil W Powell & Company Emp…$2MChannel Islands Roofing, Inc. Employee Stock Ownership PlanChannel Islands Roofing, Inc…$2MPartners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2M
End-of-year total assets ($M) among Hale Farms, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$79K
Employer EIN431568590
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Farms, Inc.)

Sponsor-wide plan assets over time

All Hale Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.752566735112936% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M 202220232024 $1.95M $2.02M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby ESOP Plans in Missouri

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

Hale Farms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Hale Farms, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0020211 · Participants: 2Hale Farms, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Hale Farms, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Hale Farms, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Century-Centech Holding Co. Employee Stock Ownership Plan in IL ($2M); by covered participants it is Pose Group, Inc. Employee Stock Ownership Plan in AL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hale Farms, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hale Farms, Inc. Employee Stock Ownership Plan edged up modestly - up 4.1% during 2024, from $2M to $2M. Reported net income was $79K.
How have Hale Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Farms, Inc.'s sponsor-wide assets grew 3.8%, from $2M to $2M.
Which ESOP plans are similar in size to Hale Farms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Century-Centech Holding Co. Employee Stock Ownership Plan in IL ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Hale Farms, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pose Group, Inc. Employee Stock Ownership Plan in AL (2 participants, N/A 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 431568590.

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.