ESOP · DOL Form 5500 · 2023

Hudson Edge Investment Partners, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$212,438
Avg per participant Above avg balance/head
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Official DOL plan name: Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan · Sponsored by Hudson Edge Investment Partners, Inc. · New Jersey · Finance & Insurance

$3M in assets, 16 participants

Hudson Edge Investment Partners, Inc.'s Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,320 in Finance & Insurance (8,869 peers)

Hudson Edge Investment Partners, Inc. multi-year trail

Hudson Edge Investment Partners, Inc.'s plans moved +18.0% in assets from 2022 to 2024; this filing shows Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan at $3M / 16 participants.

#2,320
in Finance & Insurance (8,869 peers)
-8.0%
assets change YoY

The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,399,009 38th percentile higher than 38% of 127,068 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 2023

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan reported net income rose from -$548K in the plan year 2022 filing to -$297K in the plan year 2023 filing.
  • Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521296988 · Hudson Edge Investment Partners, Inc. PY 2023 · ESOP

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan · $3M · 16 · 38th

  • TYPE $3M
  • TYPE 16
  • TYPE 38th
  • TYPE ESOP
  • TYPE near Capitol City Press, Inc. Employee Stock Ownership Plan
  • TYPE ind #2320

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 Jersey →

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Linkan Engineering Employee Stock Ownership Plan and TrustLinkan Engineering Employee …$3MHudson Edge Investment Partners, Inc. Employee Stock Ownership PlanHudson Edge Investment Partn…$3MCapitol City Press, Inc. Employee Stock Ownership PlanCapitol City Press, Inc. Emp…$3MUniversal Screen Arts Employee Stock Ownership PlanUniversal Screen Arts Employ…$3MMarion Mold & Tool Employee Stock Ownership PlanMarion Mold & Tool Employee …$3M
End-of-year total assets ($M) among Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hudson Edge Investment Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hudson Edge Investment Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.00896531420271% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.7M $4.36M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 16 $3M
2024 1 16 $4M

Hudson Edge Investment Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$297K
Employer EIN521296988
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.399009 · Participants: 16Hudson Edge Investment Partners, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Capitol City Press, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2023, from $4M to $3M. Reported net income was -$297K.
How have Hudson Edge Investment Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hudson Edge Investment Partners, Inc.'s sponsor-wide assets grew 18.0%, from $4M to $4M.
Which ESOP plans are similar in size to Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capitol City Press, Inc. Employee Stock Ownership Plan in WA ($3M, 42 participants).
Which ESOP plans cover a similar participant headcount to Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521296988.

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.