ESOP · DOL Form 5500 · 2024

Hfa Enterprises, Ltd. ESOP

Data updated 2026-07-24

$42M
Total assets
407
Participants
82nd
Percentile by assets
$103,888
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Hfa Enterprises Employee Stock Ownership Plan · Sponsored by Hfa Enterprises, Ltd. · Arkansas · Professional & Technical Services

$42M in assets, 407 participants

Hfa Enterprises, Ltd.'s Hfa Enterprises Employee Stock Ownership Plan reported $42M in total assets and 407 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 116,472 plans)

Coverage in Arkansas

Hfa Enterprises Employee Stock Ownership Plan covers 407 participants in Arkansas, about 14% of the average Arkansas filer (state average ~2,923 per filing). Assets: $42M.

$42M
total plan assets (2024 EOY)
407
covered participants
82nd
percentile by assets (of 116,472 plans)
$103,888
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hfa Enterprises Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Hfa Enterprises Employee Stock Ownership Plan reported participants rose from 360 in the plan year 2023 filing to 407 in the plan year 2024 filing.
  • Hfa Enterprises Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,923 participants across 714 plans. Hfa Enterprises Employee Stock Ownership Plan reports 407 participants - about 14% of that state average ($42M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$41M
Net Income$15M
Employer EIN834099045
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hfa Enterprises, Ltd.)

$0M$20M$40M$60M$80M 202220232024 $13.1M $72.4M ▲ +454.4%
Total plan assets by year, all Hfa Enterprises, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 277 $13M
2023 1 360 $27M
2024 2 770 $72M

Nearby ESOP Plans in Arkansas

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

Hfa Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants

Hfa Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400500 Total assets ($M) Participants Hfa Enterprises Empl…Central States, Inc.…Central Moloney, Inc…Rubber & Gasket Comp…Hytrol Conveyor Co.,…Employment Alliance …
Hfa Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Hfa Enterprises Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Hfa Enterprises Employee Stock Ownership Plan assets move in 2024?
Hfa Enterprises Employee Stock Ownership Plan surged - up 55.8% during 2024, from $27M to $42M. Reported net income was $15M.
How have Hfa Enterprises, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hfa Enterprises, Ltd.'s sponsor-wide assets grew 454.5%, from $13M to $72M.
Where does Hfa Enterprises Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Hfa Enterprises Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 116,472 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 Hfa Enterprises Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Tech-Etch Employee Stock Ownership Plan in MA ($42M, 729 participants).

Next read for Hfa Enterprises Employee Stock Ownership…

Filing takeaways

Ways to act on Hfa Enterprises Employee Stock Ownership Plan's numbers.

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 834099045.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.