ESOP · DOL Form 5500 · 2024

Hfa Enterprises, Ltd. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
407
Participants Below avg headcount
82nd
Percentile by assets National rank
$103,888
Avg per participant Below avg balance/head
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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.

  • #16,677 in Professional & Technical Services (20,173 peers)

Coverage in Arkansas

Hfa Enterprises Employee Stock Ownership Plan covers 407 participants in Arkansas, about 15% of the average Arkansas filer (state average ~2,784 per filing). Assets: $42M.

#16,677
in Professional & Technical Services (20,173 peers)
+55.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hfa Enterprises Employee Stock Ownership Plan's outsized position by total assets

Hfa Enterprises Employee Stock Ownership Plan vs every filed plan by assets

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

$42,282,616 Top 18% higher than 82% 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

Hfa Enterprises Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hfa Enterprises Employee Stock Ownership Plan sits mid-pack in the medium band (407 participants).

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 →

Published 5500 schedule card

Filing strip 834099045 · Hfa Enterprises, Ltd. PY 2024 · ESOP

Hfa Enterprises Employee Stock Ownership Plan · $42M · 407 · 82nd

  • PART $42M
  • TYPE 407
  • NET 82nd
  • BOOK ESOP
  • VS-ST near Tech-Etch Employee Stock Ownership Plan
  • BOY ind #16677

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 Arkansas →

Hfa Enterprises Employee Stock Ownership Plan in the asset neighbourhood

Onin Holdings, Inc. Employee Stock Ownership PlanOnin Holdings, Inc. Employee…$42MHfa Enterprises Employee Stock Ownership PlanHfa Enterprises Employee Sto…$42MTech-Etch Employee Stock Ownership PlanTech-Etch Employee Stock Own…$42MWci-Gc Inc. Employee Stock Ownership PlanWci-Gc Inc. Employee Stock O…$42MW&w Glass, Inc. Employee Stock Ownership PlanW&w Glass, Inc. Employee Sto…$42M
End-of-year total assets ($M) among Hfa Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Hfa Enterprises, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 454.54846418996556% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $13.1M $72.4M ▲ +454.4%
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 Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Hfa Enterprises Employee Stock Ownership Plan, Total assets ($M): 42.282616 · Participants: 407Hfa Enterprises Employee Stock Ownership PlanCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 475.871389 · Participants: 1400Central States, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 317.018358 · Participants: 3196Harps Food Stores, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 102.789406 · Participants: 0Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 70.150614 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership PlanHytrol Conveyor Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 47.625563 · Participants: 1295Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan
Hfa Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Hfa Enterprises Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest ESOP by assets is Tech-Etch Employee Stock Ownership Plan in MA ($42M); by covered participants it is Besser Company Employee Stock Ownership Plan in MI (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (407 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 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 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 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).
Which ESOP plans cover a similar participant headcount to Hfa Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Besser Company Employee Stock Ownership Plan in MI (406 participants, $68M 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 834099045.

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.