Other
2022 plan-year Other DOL Form 5500

The Haskell Company Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Haskell Company Β· Florida Β· Construction

What the 2023 filing shows

The Haskell Company Employee Stock Ownership Plan holds $97M for 1,182 participants - about $82,016 per participant, up 19.7% over the 2022 plan year.

$97M
total plan assets (2022 EOY)
1,182
covered participants
$82,016
avg assets per participant
+19.7%
assets growth YoY
Total Assets (2023)
$97M
Participants
1,182
State
Industry
Construction

What the Filing Says About The Haskell Company Employee Stock Ownership Plan

The Haskell Company Employee Stock Ownership Plan is a Other retirement plan sponsored by The Haskell Company, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 1,182 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 592387450, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $81M at the beginning of 2022 to $97M at year-end β€” a gain of 19.7%. Net assets (after liabilities) closed the year at $90M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$81M
Total Assets (End of Year)$97M
Net Assets (End of Year)$90M
Net Income$17M
Plan TypeOther
Employer EIN592387450
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haskell Company)

Year Plans Participants Total Assets
2022 2 2,661 $260M
2023 2 3,085 $316M
2024 2 3,197 $386M

Nearby Other Plans in Florida

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The Haskell Company Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, The Haskell Company Employee Stock Ownership Plan holds $97M in total assets with 1,182 participants. It is sponsored by The Haskell Company.
What type of plan is The Haskell Company Employee Stock Ownership Plan?
The Haskell Company Employee Stock Ownership Plan is a Other plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 592387450.
Who sponsors the The Haskell Company Employee Stock Ownership Plan?
The Haskell Company Employee Stock Ownership Plan is sponsored by The Haskell Company, located in Florida. The sponsor's EIN is 592387450 and the plan operates in the Construction industry.
How did The Haskell Company Employee Stock Ownership Plan perform in 2022?
The Haskell Company Employee Stock Ownership Plan grew by 19.7% during 2022, moving from $81M to $97M in total assets. Net income was $17M.
Where can I find official filings for The Haskell Company Employee Stock Ownership Plan?
Official Form 5500 filings for The Haskell Company Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592387450 or plan name at efast.dol.gov.
How does The Haskell Company Employee Stock Ownership Plan compare to other plans?
You can compare The Haskell Company Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 592387450.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.