ESOP · DOL Form 5500 · 2024
Hazen Research, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $95,292
- Avg per participant Below avg balance/head
Official DOL plan name: Hazen Research, Inc. Employees' Stock Ownership Plan and Trust · Sponsored by Hazen Research, Inc. · Colorado · Professional & Technical Services
$12M in assets, 127 participants
Hazen Research, Inc.'s Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported $12M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,789 in Professional & Technical Services (20,173 peers)
Coverage in Colorado
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust covers 127 participants in Colorado, about 34% of the average Colorado filer (state average ~376 per filing). Assets: $12M.
- #11,789
- in Professional & Technical Services (20,173 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,102,037 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust 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. Hazen Research, Inc. Employees' Stock Ownership Plan and Trust sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Hazen Research, Inc. Employees' Stock Ownership Plan and Trust end-of-year assets fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reported participants rose from 113 in the plan year 2023 filing to 127 in the plan year 2024 filing.
DOL schedule card
Filing strip 840511412 · Hazen Research, Inc. PY 2024 · ESOP
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust · $12M · 127 · 60th
- VS-ST $12M
- BOY 127
- SCH 60th
- EBSA ESOP
- PART near Bernards Holdings, Inc. Employee Stock Ownership Plan
- TYPE ind #11789
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 Colorado →
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 840511412 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hazen Research, Inc.)
Sponsor-wide plan assets over time
All Hazen Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 15.45246473267736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 212 | $23M |
| 2023 | 2 | 220 | $28M |
| 2024 | 2 | 248 | $27M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
- Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
- Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
- Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
- Hercules Industries, Inc. Employee Stock Ownership Plan $108M · 463
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($12M); by covered participants it is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 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.