Other
2022 plan-year Other DOL Form 5500

EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.

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

HARTLEY & PARKER LIMITED, INC.

This Other plan holds $35M in total assets and serves 164 participants as of 2022. It is sponsored by HARTLEY & PARKER LIMITED, INC. in Connecticut. The plan reported a net loss of $7M for the year.

Total Assets (2023)
$35M
Participants
164
State
Industry
Wholesale Trade

What the Filing Says About EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.

EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. is a Other retirement plan sponsored by HARTLEY & PARKER LIMITED, INC., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 164 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 060384867, and the plan has been effective since 1958-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $35M at year-end — a decline of 16.8%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-7,066,682 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 — 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)$42M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-7,066,682
Plan TypeOther
Employer EIN060384867
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HARTLEY & PARKER LIMITED, INC.)

Year Plans Participants Total Assets
2022 2 307 $46M
2023 2 318 $42M
2024 1 152 $32M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.?
As of the 2022 Form 5500 filing, EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. holds $35M in total assets with 164 participants. It is sponsored by HARTLEY & PARKER LIMITED, INC..
What type of plan is EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.?
EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. is a Other plan. It has been effective since 1958-01-01. The plan is filed with the U.S. Department of Labor under EIN 060384867.
Who sponsors the EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.?
EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. is sponsored by HARTLEY & PARKER LIMITED, INC., located in Connecticut. The sponsor's EIN is 060384867 and the plan operates in the Wholesale Trade industry.
How did EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. perform in 2022?
EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. declined by 16.8% during 2022, moving from $42M to $35M in total assets. Net income was $-7,066,682.
Where can I find official filings for EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC.?
Official Form 5500 filings for EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060384867 or plan name at efast.dol.gov.
How does EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. compare to other plans?
You can compare EMPLOYEES' RETIREMENT PLAN OF HARTLEY & PARKER LIMITED, INC. against other Other plans on the plan type page, or view plans in Connecticut 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) — original filing retrieval by EIN 060384867.

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

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

Data sourced from official public datasets. See our methodology for details.