ESOP · DOL Form 5500 · 2022

Hallmark Inns & Resorts, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
57th
Percentile by assets National rank
$25,298
Avg per participant Low balance/head
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Official DOL plan name: Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · Sponsored by Hallmark Inns & Resorts, Inc. · Oregon · Food Services & Accommodation

$7M in assets, 265 participants

Hallmark Inns & Resorts, Inc.'s Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported $7M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,933 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan ranks #3,933 of 4,592 2022 filers by assets (292% of the sector average)-$7M for 265 participants.

#3,933
in Food Services & Accommodation (4,592 peers)
+8.4%
assets growth YoY

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,703,864 Top 43% higher than 57% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (265 participants).

Form 5500 schedule snapshot

Filing strip 910852009 · Hallmark Inns & Resorts, Inc. PY 2022 · ESOP

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · $7M · 265 · 57th

  • TYPE $7M
  • NET 265
  • BOOK 57th
  • VS-ST ESOP
  • BOY near Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust
  • SCH ind #3933

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 Oregon →

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D & D Roofing and Sheet Metal, Inc. Employee Stock Ownership PlanD & D Roofing and Sheet Meta…$7MD. a. Pope, Incorporated Employee Stock Ownership PlanD. a. Pope, Incorporated Emp…$7MHallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$7MNelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and TrustNelson Lumber & Home, Inc. R…$7MChallenge Mfg. Holdings, Inc. Employee Stock Ownership PlanChallenge Mfg. Holdings, Inc…$7M
End-of-year total assets ($M) among Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$723K
Employer EIN910852009
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallmark Inns & Resorts, Inc.)

Sponsor-wide plan assets over time

All Hallmark Inns & Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.8823142072408405% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11M $10.2M ▼ -6.8%
Year Plans Participants Total Assets
2022 2 532 $11M
2023 2 516 $11M
2024 2 540 $10M

Nearby ESOP Plans in Oregon

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

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.703864 · Participants: 265Hallmark Inns & Resorts, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($7M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2022, from $6M to $7M. Reported net income was $723K.
How have Hallmark Inns & Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallmark Inns & Resorts, Inc.'s sponsor-wide assets declined 6.9%, from $11M to $10M.
Which ESOP plans are similar in size to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($7M, 19 participants).
Which ESOP plans cover a similar participant headcount to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sb Financial Group Employee Stock Ownership Plan in OH (265 participants, $6M in assets).

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 910852009.

Read our methodology - how this data is sourced, computed, and verified.

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