ESOP · DOL Form 5500 · 2022
Hr&a Advisors, Inc. ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 125
- Participants
- 68th
- Percentile by assets
- $91,593
- Avg per participant
Official DOL plan name: Hr&a Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Hr&a Advisors, Inc. · New York · Professional & Technical Services
$11M in assets, 125 participants
Hr&a Advisors, Inc.'s Hr&a Advisors, Inc. Employee Stock Ownership Plan reported $11M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,381 in Professional & Technical Services (21,562 peers)
Coverage in New York
Hr&a Advisors, Inc. Employee Stock Ownership Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $11M.
- $11M
- total plan assets (2022 EOY)
- 125
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $91,593
- avg assets per participant
The plan reported a net loss of $593K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Hr&a Advisors, Inc. Employee Stock Ownership Plan sits by total assets
Hr&a Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,449,140 Top 32% higher than 68% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Hr&a Advisors, Inc. Employee Stock Ownership Plan reports 125 participants - about 16% of that state average ($11M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $594K |
| Net Income | -$593K |
| Employer EIN | 208767681 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hr&a Advisors, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 229 | $29M |
| 2023 | 2 | 312 | $39M |
| 2024 | 2 | 353 | $51M |
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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hr&a Advisors, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Marlyn Development Corporation Employee Stock Ownership Plan (VA) $11M · 31
- Jumbo Foods, Inc. Employee Stock Ownership Plan (OK) $11M · 319
- National Bureau of Property Administration, Inc. Employee Stock Ownership Plan (IL) $11M · 17
- Brewco Marketing Group Employee Stock Ownership Plan (KY) $11M · 101
Frequently Asked Questions
How did Hr&a Advisors, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Hr&a Advisors, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Hr&a Advisors, Inc. Employee Stock Ownership Plan? ▼
Next read for Hr&a Advisors, Inc. Employee Stock Owner…
Filing takeaways
Ways to act on Hr&a Advisors, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Hr&a Advisors, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Hr&a Advisors, Inc.'s sponsor-wide assets have grown 75.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans