ESOP · DOL Form 5500 · 2022

Hgk Asset Management, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
44th
Percentile by assets National rank
$230,974
Avg per participant Above avg balance/head
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Official DOL plan name: Hgk Asset Management, Inc. Employee Stock Ownership Plan · Sponsored by Hgk Asset Management, Inc. · New Jersey · Finance & Insurance

$4M in assets, 16 participants

Hgk Asset Management, Inc.'s Hgk Asset Management, Inc. Employee Stock Ownership Plan reported $4M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,813 in Finance & Insurance (9,261 peers)

Hgk Asset Management, Inc. multi-year trail

Hgk Asset Management, Inc.'s plans moved +18.0% in assets from 2022 to 2024; this filing shows Hgk Asset Management, Inc. Employee Stock Ownership Plan at $4M / 16 participants.

#2,813
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY

The plan reported a net loss of $548K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hgk Asset Management, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hgk Asset Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,695,576 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Hgk Asset Management, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hgk Asset Management, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521296988 · Hgk Asset Management, Inc. PY 2022 · ESOP

Hgk Asset Management, Inc. Employee Stock Ownership Plan · $4M · 16 · 44th

  • IND $4M
  • EOY 16
  • 5500 44th
  • ASSETS ESOP
  • PCT near Watkins Ross & Co Employee Stock Ownership Plan
  • EIN ind #2813

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 New Jersey →

Hgk Asset Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hgk Asset Management, Inc. Employee Stock Ownership PlanHgk Asset Management, Inc. E…$4MWatkins Ross & Co Employee Stock Ownership PlanWatkins Ross & Co Employee S…$4MServotronics, Inc. Employee Stock Ownership PlanServotronics, Inc. Employee …$4MItalix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4MMorrissey, Inc. Employee Stock Ownership PlanMorrissey, Inc. Employee Sto…$4M
End-of-year total assets ($M) among Hgk Asset Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hgk Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hgk Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.00896531420271% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.7M $4.36M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 16 $3M
2024 1 16 $4M

Hgk Asset Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$548K
Employer EIN521296988
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hgk Asset Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Hgk Asset Management, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.695576 · Participants: 16Hgk Asset Management, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Hgk Asset Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Hgk Asset Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hgk Asset Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Watkins Ross & Co Employee Stock Ownership Plan in MI ($4M); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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.

Frequently Asked Questions

How did Hgk Asset Management, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hgk Asset Management, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.9% during 2022, from $4M to $4M. Reported net income was -$548K.
How have Hgk Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hgk Asset Management, Inc.'s sponsor-wide assets grew 18.0%, from $4M to $4M.
Which ESOP plans are similar in size to Hgk Asset Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Watkins Ross & Co Employee Stock Ownership Plan in MI ($4M, 25 participants).
Which ESOP plans cover a similar participant headcount to Hgk Asset Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521296988.

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.