Hatfield 401(k) match, vesting and fees
What Hatfield's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Compan | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Hatfield: employer contribution per participant | $3,817 | |
| Peer median | $2,091 |
| Hatfield: average balance | $176,936 | |
| Peer median | $87,400 |
| Hatfield: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.1M at the end of plan year 2021 to $24.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 166 | $24.4M | $527K | $3,817 | 0.47% | Not published | Form 5500 ↗ |
| 2024 | 150 | $19.4M | $457K | $3,658 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 128 | $16.4M | $422K | $3,672 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 137 | $15.9M | $361K | $2,888 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 130 | $18.1M | $313K | $2,702 | 0.49% | Not published | Form 5500 ↗ |
Other Hatfield plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hatfield and Company, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Hatfield match 401(k) contributions?
The match terms for the Hatfield and Company, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $527K in employer contributions, about $3,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hatfield 401(k) match vested?
The vesting schedule for the Hatfield and Company, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hatfield 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Compan. The plan administrator is Hatfield and Company, Inc..
I left Hatfield. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hatfield and Company, Inc., (972) 288-7625) or the recordkeeper, John Hancock Life Insurance Compan. The Hatfield old 401(k) page lists the contacts from every plan filing. Find an old Hatfield 401(k)
Data from the public Form 5500 annual reports Hatfield filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hatfield. Not financial advice. Report a correction · Methodology