ESOP · DOL Form 5500 · 2022

Harmelin and Associates, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
21
Participants Small participant base
74th
Percentile by assets National rank
$780,704
Avg per participant High balance/head
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Official DOL plan name: Harmelin & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Harmelin and Associates, Inc. · Pennsylvania · Information & Media

$16M in assets, 21 participants

Harmelin and Associates, Inc.'s Harmelin & Associates, Inc. Employee Stock Ownership Plan reported $16M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,859 in Information & Media (2,911 peers)

Harmelin and Associates, Inc. multi-year trail

Harmelin and Associates, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Harmelin & Associates, Inc. Employee Stock Ownership Plan at $16M / 21 participants.

#1,859
in Information & Media (2,911 peers)
+0.6%
assets growth YoY

Harmelin & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harmelin & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,394,791 Top 26% higher than 74% 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

Harmelin & Associates, 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. Harmelin & Associates, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 232222601 · Harmelin and Associates, Inc. PY 2022 · ESOP

Harmelin & Associates, Inc. Employee Stock Ownership Plan · $16M · 21 · 74th

  • VS-ST $16M
  • VS-ST 21
  • VS-ST 74th
  • VS-ST ESOP
  • VS-ST near Kogok Corporation Employee Stock Ownership Plan
  • VS-ST ind #1859

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 Pennsylvania →

Harmelin & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

North American Video Corporation Employee Stock Ownership PlanNorth American Video Corpora…$16MAgm Container Controls, Inc. Employee Stock Ownership PlanAgm Container Controls, Inc.…$16ML & H Company, Inc. Employee Stock Ownership Plan and TrustL & H Company, Inc. Employee…$16MHarmelin & Associates, Inc. Employee Stock Ownership PlanHarmelin & Associates, Inc. …$16MKogok Corporation Employee Stock Ownership PlanKogok Corporation Employee S…$16M
End-of-year total assets ($M) among Harmelin & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Harmelin and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harmelin and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 29.186318633733233% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.4M $53.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 268 $41M
2023 2 284 $47M
2024 2 280 $53M

Harmelin and Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$102K
Employer EIN232222601
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Harmelin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Harmelin & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016394791 · Participants: 21Harmelin & Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Harmelin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Harmelin & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harmelin & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Kogok Corporation Employee Stock Ownership Plan in MD ($16M); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Harmelin & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Harmelin & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.6% during 2022, from $16M to $16M. Reported net income was $102K.
How have Harmelin and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harmelin and Associates, Inc.'s sponsor-wide assets grew 29.2%, from $41M to $53M.
Which ESOP plans are similar in size to Harmelin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kogok Corporation Employee Stock Ownership Plan in MD ($16M, 440 participants).
Which ESOP plans cover a similar participant headcount to Harmelin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 232222601.

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.