ESOP · DOL Form 5500 · 2024

Hazen Research, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
127
Participants
60th
Percentile by assets
$95,292
Avg per participant
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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.

  • 60th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
127
covered participants
60th
percentile by assets (of 123,622 plans)
$95,292
avg assets per participant

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.

Where Hazen Research, Inc. Employees' Stock Ownership Plan and Trust sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Colorado
Industry
Professional & Technical Services

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Hazen Research, Inc. Employees' Stock Ownership Plan and Trust reports 127 participants - about 34% of that state average ($12M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN840511412
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazen Research, Inc.)

$22M$24M$26M$28M$30M 202220232024 $23.4M $27M ▲ +15.4%
Total plan assets by year, all Hazen Research, Inc. plans on file
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.

Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Hazen Research, Inc.…, Total assets ($M): 12.102037 · Participants: 127Hazen Research, Inc.…Alpine Lumber Compan…, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Compan…Trinidad Benham Corp…, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp…Envision Management …, Total assets ($M): 284.259 · Participants: 1205Envision Management …Brown Strauss, Inc. …, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. …Hercules Industries,…, Total assets ($M): 107.554924 · Participants: 463Hercules Industries,…
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Hazen Research, Inc. Employees' Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Hazen Research, Inc. Employees' Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Hazen Research, Inc. Employees' Stock Ownership Plan and Trust assets move in 2024? ▼
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust declined sharply - down 15.0% during 2024, from $14M to $12M. Reported net income was -$2M.
How have Hazen Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hazen Research, Inc.'s sponsor-wide assets grew 15.5%, from $23M to $27M.
Which ESOP plans are similar in size to Hazen Research, Inc. Employees' Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($12M, 333 participants).

Next read for Hazen Research, Inc. Employees' Stock Ow…

Filing takeaways

Ways to act on Hazen Research, Inc. Employees' Stock Ownership Plan and Trust'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 840511412.

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.