ESOP · DOL Form 5500 · 2022

Harold Beck & Sons, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
114
Participants Small participant base
74th
Percentile by assets National rank
$145,791
Avg per participant Above avg balance/head
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Official DOL plan name: Harold Beck & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Harold Beck & Sons, Inc. · Pennsylvania · Manufacturing

$17M in assets, 114 participants

Harold Beck & Sons, Inc.'s Harold Beck & Sons, Inc. Employee Stock Ownership Plan reported $17M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,215 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Harold Beck & Sons, Inc. Employee Stock Ownership Plan covers 114 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#13,215
in Manufacturing (20,602 peers)
+59.5%
assets growth YoY

Harold Beck & Sons, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,620,200 Top 26% higher than 74% 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

Harold Beck & Sons, 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. Harold Beck & Sons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

EBSA filing schedule strip

Filing strip 231572268 · Harold Beck & Sons, Inc. PY 2022 · ESOP

Harold Beck & Sons, Inc. Employee Stock Ownership Plan · $17M · 114 · 74th

  • IND $17M
  • EOY 114
  • 5500 74th
  • ASSETS ESOP
  • PCT near The Bloom Organization II, Inc. Employee Stock Ownership Plan
  • EIN ind #13215

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 Pennsylvania →

Harold Beck & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Williams Stone Co. , Inc. Employee Stock Ownership PlanWilliams Stone Co. , Inc. Em…$17MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$17MHarold Beck & Sons, Inc. Employee Stock Ownership PlanHarold Beck & Sons, Inc. Emp…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MPdm Employee Stock Ownership PlanPdm Employee Stock Ownership…$17M
End-of-year total assets ($M) among Harold Beck & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$14M
Net Income$10M
Employer EIN231572268
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Beck & Sons, Inc.)

Sponsor-wide plan assets over time

All Harold Beck & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 22.34650805584551% vs 2022
2023 filing year
$70M$75M$80M$85M$90M$95M 20222023 $73.5M $89.9M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 229 $73M
2023 2 239 $90M

Nearby ESOP Plans in Pennsylvania

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

Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Harold Beck & Sons, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0166202 · Participants: 114Harold Beck & Sons, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Harold Beck & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harold Beck & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is The Bloom Organization II, Inc. Employee Stock Ownership Plan in FL ($17M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Harold Beck & Sons, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Harold Beck & Sons, Inc. Employee Stock Ownership Plan surged - up 59.5% during 2022, from $10M to $17M. Reported net income was $10M.
How have Harold Beck & Sons, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Harold Beck & Sons, Inc.'s sponsor-wide assets grew 22.3%, from $73M to $90M.
Which ESOP plans are similar in size to Harold Beck & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bloom Organization II, Inc. Employee Stock Ownership Plan in FL ($17M, 15 participants).
Which ESOP plans cover a similar participant headcount to Harold Beck & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (114 participants, $2M 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 231572268.

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.