ESOP · DOL Form 5500 · 2022

Harbinger Partners, Inc. ESOP

Data updated 2026-08-25

$159K
Total assets Small plan by assets
24
Participants Small participant base
9th
Percentile by assets National rank
$6,633
Avg per participant Low balance/head
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Official DOL plan name: Harbinger Partners, Inc. Employee Stock Ownership Plan · Sponsored by Harbinger Partners, Inc. · Minnesota · Professional & Technical Services

$159K in assets, 24 participants

Harbinger Partners, Inc.'s Harbinger Partners, Inc. Employee Stock Ownership Plan reported $159K in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,625 in Professional & Technical Services (21,562 peers)

Harbinger Partners, Inc. multi-year trail

Harbinger Partners, Inc.'s plans moved -97.7% in assets from 2022 to 2024; this filing shows Harbinger Partners, Inc. Employee Stock Ownership Plan at $159K / 24 participants.

#1,625
in Professional & Technical Services (21,562 peers)
-51.2%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harbinger Partners, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Harbinger Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$159,183 9th percentile higher than 9% 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

Harbinger Partners, 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. Harbinger Partners, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 411927362 · Harbinger Partners, Inc. PY 2022 · ESOP

Harbinger Partners, Inc. Employee Stock Ownership Plan · $159K · 24 · 9th

  • BOY $159K
  • BOY 24
  • BOY 9th
  • BOY ESOP
  • BOY near The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #1625

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 Minnesota →

Harbinger Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Harbinger Partners, Inc. Employee Stock Ownership PlanHarbinger Partners, Inc. Emp…$159KThe McDonald's Group, Inc. Employee Stock Ownership Plan and TrustThe McDonald's Group, Inc. E…$160KZoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership PlanZoetewey and Dykstra, an Acc…$159KCypher Analytics, Inc. Employee Stock Ownership PlanCypher Analytics, Inc. Emplo…$160KCypher Analytics, Inc. Employee Stock Ownership PlanCypher Analytics, Inc. Emplo…$160K
End-of-year total assets ($M) among Harbinger Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Harbinger Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harbinger Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 97.69573384092523% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 24 $159K
2023 1 21 $13K
2024 1 17 $4K

Harbinger Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$326K
Net Assets (End of Year)-$1M
Net Income-$106K
Employer EIN411927362
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Harbinger Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Harbinger Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.159183 · Participants: 24Harbinger Partners, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Harbinger Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Harbinger Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harbinger Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust in IL ($160K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Harbinger Partners, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Harbinger Partners, Inc. Employee Stock Ownership Plan contracted severely - down 51.2% during 2022, from $326K to $159K. Reported net income was -$106K.
How have Harbinger Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbinger Partners, Inc.'s sponsor-wide assets declined 97.7%, from $159K to $4K.
Where does Harbinger Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harbinger Partners, Inc. Employee Stock Ownership Plan ranks in the 9th 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 Harbinger Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust in IL ($160K, 2 participants).
Which ESOP plans cover a similar participant headcount to Harbinger Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants, $279K 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 411927362.

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.