ESOP · DOL Form 5500 · 2022

Healthcare Resource Group, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
356
Participants Below avg headcount
66th
Percentile by assets National rank
$29,428
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Healthcare Resource Group, Inc. · Washington · Administrative & Support Services

$10M in assets, 356 participants

Healthcare Resource Group, Inc.'s Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,070 in Administrative & Support Services (4,927 peers)

Coverage in Washington

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust covers 356 participants in Washington, about 24% of the average Washington filer (state average ~1,476 per filing). Assets: $10M.

#4,070
in Administrative & Support Services (4,927 peers)
-45.3%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,476,190 Top 34% higher than 66% 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

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust 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. Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (356 participants).

Form 5500 schedule snapshot

Filing strip 820474664 · Healthcare Resource Group, Inc. PY 2022 · ESOP

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust · $10M · 356 · 66th

  • PHOTO $10M
  • PHOTO 356
  • PHOTO 66th
  • PHOTO ESOP
  • PHOTO near Harpoon Brewery Employee Stock Ownership Plan
  • PHOTO ind #4070

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 Washington →

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and TrustHealthcare Resource Group, I…$10MHarpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$10MFirst Fontanelle Employee Stock Ownership PlanFirst Fontanelle Employee St…$10MDavis & Associates, Inc. Employee Stock Ownership Plan and TrustDavis & Associates, Inc. Emp…$10MFahs Construction Group, Inc. Employee Stock Ownership PlanFahs Construction Group, Inc…$10M
End-of-year total assets ($M) among Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$10M
Net Income-$9M
Employer EIN820474664
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Resource Group, Inc.)

Sponsor-wide plan assets over time

All Healthcare Resource Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $10.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 356 $10M
2023 1 N/A $14M
2024 1 N/A N/A

Nearby ESOP Plans in Washington

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

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.52 Total assets ($B) Participants Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.01047619 · Participants: 356Healthcare Resource Group, Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Harpoon Brewery Employee Stock Ownership Plan in MA ($10M); by covered participants it is Suzanna's Kitchen , Inc., Employee Stock Ownership Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 45.3% during 2022, from $19M to $10M. Reported net income was -$9M.
Which ESOP plans are similar in size to Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Harpoon Brewery Employee Stock Ownership Plan in MA ($10M, 132 participants).
Which ESOP plans cover a similar participant headcount to Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Suzanna's Kitchen , Inc., Employee Stock Ownership Plan in GA (356 participants, $94M 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 820474664.

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.