ESOP · DOL Form 5500 · 2023
Haleys Lock, Safe & Key Service, Inc. ESOP
Data updated 2026-08-25
- $610K
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $33,898
- Avg per participant Low balance/head
Official DOL plan name: Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan · Sponsored by Haleys Lock, Safe & Key Service, Inc. · Indiana · Other Services
$610K in assets, 18 participants
Haleys Lock, Safe & Key Service, Inc.'s Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan reported $610K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,269 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan ranks #3,269 of 7,857 2023 filers by assets (3289% of the sector average)-$610K for 18 participants.
- #3,269
- in Other Services (7,857 peers)
- +9.2%
- assets growth YoY
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$610,164 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Haley's Lock, Safe & Key Service, 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. Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan reported net income fell from $96K in the plan year 2022 filing to $83K in the plan year 2023 filing.
- Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $559K in the plan year 2022 filing to $610K in the plan year 2023 filing.
- Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.
DOL schedule card
Filing strip 351391367 · Haleys Lock, Safe & Key Service, Inc. PY 2023 · ESOP
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan · $610K · 18 · 20th
- PART $610K
- TYPE 18
- NET 20th
- BOOK ESOP
- VS-ST near Robertson & Olson Construction, Inc Employee Stock Ownership Plan
- BOY ind #3269
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 Indiana →
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $559K |
|---|---|
| Net Assets (End of Year) | $198K |
| Net Income | $83K |
| Employer EIN | 351391367 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haleys Lock, Safe & Key Service, Inc.)
Sponsor-wide plan assets over time
All Haleys Lock, Safe & Key Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $610K 9.11359927859842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $559K |
| 2023 | 1 | 18 | $610K |
| 2024 | 1 | 16 | $610K |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Robertson & Olson Construction, Inc Employee Stock Ownership Plan in WA ($610K); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($610K here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.