ESOP · DOL Form 5500 · 2022
Happy Harry's Holdings, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $175,910
- Avg per participant Above avg balance/head
Official DOL plan name: Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Happy Harry's Holdings, Inc. · North Dakota · Retail Trade
$9M in assets, 53 participants
Happy Harry's Holdings, Inc.'s Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported $9M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #7,059 in Retail Trade (9,519 peers)
Happy Harry's Holdings, Inc. multi-year trail
Happy Harry's Holdings, Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Happy Harry's Holdings, Inc. Employee Stock Ownership Plan at $9M / 53 participants.
- #7,059
- in Retail Trade (9,519 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,323,244 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Happy Harry's Holdings, 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. Happy Harry's Holdings, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 450312028 · Happy Harry's Holdings, Inc. PY 2022 · ESOP
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · $9M · 53 · 63rd
- RANK $9M
- PHOTO 53
- IND 63rd
- EOY ESOP
- 5500 near Midwest Wheel Companies Employee Stock Ownership Plan
- ASSETS ind #7059
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 North Dakota →
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Happy Harry's Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy Harry's Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 31.93146076623115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $9M |
| 2023 | 1 | 56 | $11M |
| 2024 | 1 | 66 | $12M |
Happy Harry's Holdings, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$25K |
| Employer EIN | 450312028 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Border States Industries, Inc. Employee Stock Ownership Plan $1.1B · 2,781
- Scheels Employee Stock Ownership Plan $762M · 3,187
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $234M · 616
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Midwest Wheel Companies Employee Stock Ownership Plan in IA ($9M); by covered participants it is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) 53 · 0 off
- Harman Construction, Inc. Employee Stock Ownership Plan (VA) 53 · 0 off
- South Georgia Medical Holdings, Inc. Employee Stock Ownership Plan (GA) 53 · 0 off
- Oates Associates, Inc. Employee Stock Ownership Plan (IL) 53 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.