ESOP · DOL Form 5500 · 2022

Felton, Incorporated ESOP

Data updated 2026-08-25

$896K
Total assets Small plan by assets
79
Participants Small participant base
24th
Percentile by assets National rank
$11,338
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Felton Employee Stock Ownership Plan · Sponsored by Felton, Incorporated · New Hampshire · Manufacturing

$896K in assets, 79 participants

Felton, Incorporated's Felton Employee Stock Ownership Plan reported $896K in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,190 in Manufacturing (20,602 peers)

2022 asset change

Felton Employee Stock Ownership Plan pulled back noticeably 12.3% in 2022 ($1M → $896K) for 79 participants.

#2,190
in Manufacturing (20,602 peers)
-12.3%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Felton Employee Stock Ownership Plan among the smaller filed plans by assets

Felton Employee Stock Ownership Plan vs every filed plan by assets

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

$895,709 24th percentile higher than 24% 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

Felton 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. Felton Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 020352414 · Felton, Incorporated PY 2022 · ESOP

Felton Employee Stock Ownership Plan · $896K · 79 · 24th

  • EBSA $896K
  • EBSA 79
  • EBSA 24th
  • EBSA ESOP
  • EBSA near Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan
  • EBSA ind #2190

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 Hampshire →

Felton Employee Stock Ownership Plan in the asset neighbourhood

Felton Employee Stock Ownership PlanFelton Employee Stock Owners…$896KHenry, Meisenheimer & Gende, Inc. Employee Stock Ownership PlanHenry, Meisenheimer & Gende,…$896KRsr Partners Inc ESOP$896KDenali Brewing Employee Stock Ownership PlanDenali Brewing Employee Stoc…$898KEmployee Stock Ownership Plan for Employees of Asel Art Supply Inc.Employee Stock Ownership Pla…$892K
End-of-year total assets ($M) among Felton Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$896K
Net Income-$125K
Employer EIN020352414
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

Felton Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Felton Employee Stock Ownership Plan, Total assets ($M): 0.895709 · Participants: 79Felton Employee Stock Ownership PlanHypertherm Associate Stock Ownership Plan, Total assets ($M): 870.913609 · Participants: 1412Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($M): 57.320492 · Participants: 443New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.810298 · Participants: 2471a Auto, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.529177 · Participants: 66New Hampshire Boring, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.837521 · Participants: 69Admix, Inc. Employee Stock Ownership Plan
Felton Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare Felton Employee Stock Ownership Plan side-by-side with 3 peers →

Felton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Hampshire, the nearest ESOP by assets is Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan in IL ($896K); by covered participants it is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Felton Employee Stock Ownership Plan assets move in 2022? ▼
Felton Employee Stock Ownership Plan pulled back noticeably - down 12.3% during 2022, from $1M to $896K. Reported net income was -$125K.
Where does Felton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Felton Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Felton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan in IL ($896K, 39 participants).
Which ESOP plans cover a similar participant headcount to Felton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants, $5M 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 020352414.

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.