Assets by plan
Share of aggregate retirement assets
Filings through .
Hatfield and Company, Inc.
EIN 74-1646507oil & energyLatest filing 2025
Plans
3
Retirement
2
$34.8M assets
Health & Benefits
1
$1.8M premiums
Participants
477
2475 DISCOVERY BLVD - ROCKWELL, TX 75032972-288-7625hatfieldandcompany.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.8M assets / 315 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$10.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 498 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$57K
- Life$57K
- Long-term disability$57K
- Other$57K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.4M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HATFIELD AND COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.4M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HATFIELD AND COMPANY EMPLOYEE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.8M
Covered lives498
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $24.4M | 166 | 2025 |
| #002 | HATFIELD AND COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.4M | 149 | 2025 |
- #001 · 401(k) · 2025166
- #002 · ESOP · 2025149
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HATFIELD AND COMPANY EMPLOYEE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $1.8M | 498 | 2025 |
- #501 · Mixed · BLUECROSS BLUESHIELD OF TEXAS · 2025498
Retirement plans
Health & Benefits plans