ESOP · DOL Form 5500 · 2022
Heartland Brewery, Inc. ESOP
Data updated 2026-08-25
- $35K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 3rd
- Percentile by assets National rank
Official DOL plan name: Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Heartland Brewery, Inc. · New York · Food Services & Accommodation
$35K in assets, N/A participants
Heartland Brewery, Inc.'s Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan reported $35K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #292 in Food Services & Accommodation (4,592 peers)
What the 2022 filing shows
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan holds $35K for N/A participants, among the smaller plans by assets on file.
- #292
- in Food Services & Accommodation (4,592 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,319 3rd percentile higher than 3% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 133790928 · Heartland Brewery, Inc. PY 2022 · ESOP
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan · $35K · N/A · 3rd
- EBSA $35K
- PART N/A
- TYPE 3rd
- NET ESOP
- BOOK near Cccomplete, Inc. Employee Stock Ownership Plan
- VS-ST ind #292
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 New York →
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $38K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$38K |
| Employer EIN | 133790928 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Brewery, Inc.)
Sponsor-wide plan assets over time
All Heartland Brewery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $35K |
| 2023 | 1 | N/A | N/A |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Heartland Brewery Holdings, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside New York, the nearest ESOP by end-of-year assets is Cccomplete, Inc. Employee Stock Ownership Plan in OR at $35K (this filing: $35K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.