ESOP · DOL Form 5500 · 2022
Harrells, Inc. ESOP
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 430
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $255,117
- Avg per participant Above avg balance/head
Official DOL plan name: Harrell's Employee Stock Ownership Plan · Sponsored by Harrells, Inc. · Florida · Manufacturing
$110M in assets, 430 participants
Harrells, Inc.'s Harrell's Employee Stock Ownership Plan reported $110M in total assets and 430 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,466 in Manufacturing (20,602 peers)
Where Harrell's Employee Stock Ownership Plan sits by assets
Harrell's Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $110M for 430 participants (~$255,117/participant), down 12.0% in 2022.
- #18,466
- in Manufacturing (20,602 peers)
- -12.0%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harrell's Employee Stock Ownership Plan's outsized position by total assets
Harrell's Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,700,405 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Harrell's Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harrell's Employee Stock Ownership Plan sits mid-pack in the medium band (430 participants).
Plan-year Form 5500 strip
Filing strip 320506573 · Harrells, Inc. PY 2022 · ESOP
Harrell's Employee Stock Ownership Plan · $110M · 430 · 93rd
- PHOTO $110M
- PHOTO 430
- PHOTO 93rd
- PHOTO ESOP
- PHOTO near Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
- PHOTO ind #18466
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 Florida →
Harrell's Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | -$18M |
| Net Income | -$14M |
| Employer EIN | 320506573 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harrells, Inc.)
Sponsor-wide plan assets over time
All Harrells, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 68.5503777310576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 430 | $110M |
| 2023 | 1 | 465 | $132M |
| 2024 | 1 | 462 | $185M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Harrell's Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries in AL ($110M); by covered participants it is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries (AL) $110M · 886
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) $110M · 526
- Georgia Cryoservices Employee Stock Ownership Plan (GA) $110M · 27
- Bowers & Kubota Consulting, Inc. ESOP (HI) $110M · 260
Similar participant headcount
Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.