ESOP · DOL Form 5500 · 2023

Harrells, Inc. ESOP

Data updated 2026-08-25

$132M
Total assets Near avg plan size
465
Participants Below avg headcount
93rd
Percentile by assets National rank
$284,302
Avg per participant High balance/head
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Official DOL plan name: Harrell's Employee Stock Ownership Plan · Sponsored by Harrells, Inc. · Florida · Manufacturing

$132M in assets, 465 participants

Harrells, Inc.'s Harrell's Employee Stock Ownership Plan reported $132M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,693 in Manufacturing (18,722 peers)

Where Harrell's Employee Stock Ownership Plan sits by assets

Harrell's Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $132M for 465 participants (~$284,302/participant), up 20.5% in 2023.

#16,693
in Manufacturing (18,722 peers)
+20.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Harrell's Employee Stock Ownership Plan's outsized position by total assets

Harrell's Employee Stock Ownership Plan vs every filed plan by assets

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

$132,200,205 Top 7% higher than 93% 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

Harrell's Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harrell's Employee Stock Ownership Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harrell's Employee Stock Ownership Plan reported net income rose from -$14M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Harrell's Employee Stock Ownership Plan end-of-year assets rose from $110M in the plan year 2022 filing to $132M in the plan year 2023 filing.
  • Harrell's Employee Stock Ownership Plan reported participants rose from 430 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320506573 · Harrells, Inc. PY 2023 · ESOP

Harrell's Employee Stock Ownership Plan · $132M · 465 · 93rd

  • RANK $132M
  • PHOTO 465
  • IND 93rd
  • EOY ESOP
  • 5500 near Rogers Manufacturing Corporation Employee Stock Ownership Plan
  • ASSETS ind #16693

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 Florida →

Harrell's Employee Stock Ownership Plan in the asset neighbourhood

Mccown Gordon Companies, Inc. Employee Stock Ownership PlanMccown Gordon Companies, Inc…$132MRogers Manufacturing Corporation Employee Stock Ownership PlanRogers Manufacturing Corpora…$132MHarrell's Employee Stock Ownership PlanHarrell's Employee Stock Own…$132MStearns Financial Services, Inc. Employee Stock Ownership PlanStearns Financial Services, …$132MEcmd, Inc. Employee Stock Ownership PlanEcmd, Inc. Employee Stock Ow…$132M
End-of-year total assets ($M) among Harrell's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$6M
Net Income$24M
Employer EIN320506573
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harrells, Inc.)

Sponsor-wide plan assets over time

All Harrells, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 68.5503777310576% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $110M $185M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 430 $110M
2023 1 465 $132M
2024 1 462 $185M

Nearby ESOP Plans in Florida

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

Harrell's Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Harrell's Employee Stock Ownership Plan, Total assets ($B): 0.132200205 · Participants: 465Harrell's Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Harrell's Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Harrell's Employee Stock Ownership Plan side-by-side with 3 peers →

Harrell's Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rogers Manufacturing Corporation Employee Stock Ownership Plan in LA ($132M); by covered participants it is Brewer Science Employee Stock Ownership Plan in MO (464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Harrell's Employee Stock Ownership Plan assets move in 2023? ▼
Harrell's Employee Stock Ownership Plan grew sharply - up 20.5% during 2023, from $110M to $132M. Reported net income was $24M.
How have Harrells, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrells, Inc.'s sponsor-wide assets grew 68.6%, from $110M to $185M.
Where does Harrell's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harrell's Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Harrell's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rogers Manufacturing Corporation Employee Stock Ownership Plan in LA ($132M, 153 participants).
Which ESOP plans cover a similar participant headcount to Harrell's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Science Employee Stock Ownership Plan in MO (464 participants, $24M 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 320506573.

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.