Plan Ledger DOL Form 5500 · updated monthly

Hfa Enterprises, LTD.ESOP

HFA ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN · BENTONVILLE, AR · plan year 2024

Employer contribution per participant · 2024
$152

Hfa Enterprises, LTD.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $41,366,311 across 459 participant accounts, with employer contributions averaging $152 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 93rd-largest of 456 plans among Arkansas employers on file, and the 3,215th of 11,654 in professional & technical services. active participation has grown from 338 to 425 since 2022.

Plan summary
Net assets, end of year$41,366,311
Participants with balances459
Active participants425
Employer contributions$64,786
Employee contributions—
Employer contribution per active participant$152
Average account balance$90,123
Benefits paid to participants$12,352
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.4M · 459 accts · $65K emplr
2023$26.2M · 378 accts · $52K emplr
2022$12.1M · 338 accts · $52K emplr
Employer contributions to the Hfa Enterprises, LTD. plan · 2024
Employer contribution per active participant$152
Median for plans this size$2,416
2024$152 per active participant
2023$148 per active participant
2022$155 per active participant

Hfa Enterprises, LTD.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
HFA ENTERPRISES, LTD. 401(K) PLAN401(k)
HFA ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 834099045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.