ESOP · DOL Form 5500 · 2022
Harken, Inc. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $102,198
- Avg per participant Below avg balance/head
Official DOL plan name: Harken, Inc. Employee Stock Ownership Plan · Sponsored by Harken, Inc. · Wisconsin · Manufacturing
$27M in assets, 265 participants
Harken, Inc.'s Harken, Inc. Employee Stock Ownership Plan reported $27M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #15,203 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Harken, Inc. Employee Stock Ownership Plan covers 265 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.
- #15,203
- in Manufacturing (20,602 peers)
- +16.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Harken, Inc. Employee Stock Ownership Plan's outsized position by total assets
Harken, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,082,451 Top 19% higher than 81% 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
Harken, 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. Harken, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (265 participants).
Form 5500 schedule snapshot
Filing strip 391086764 · Harken, Inc. PY 2022 · ESOP
Harken, Inc. Employee Stock Ownership Plan · $27M · 265 · 81st
- NET $27M
- NET 265
- NET 81st
- NET ESOP
- NET near Ritbearing, Inc. Employee Stock Ownership Plan
- NET ind #15203
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 Wisconsin →
Harken, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | -$17M |
| Net Income | $5M |
| Employer EIN | 391086764 |
| Plan Effective Date | 2019-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harken, Inc.)
Sponsor-wide plan assets over time
All Harken, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 20.240910620988405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 622 | $48M |
| 2023 | 2 | 636 | $55M |
| 2024 | 2 | 637 | $57M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Harken, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Ritbearing, Inc. Employee Stock Ownership Plan in NY ($27M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
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.