ESOP · DOL Form 5500 · 2023

Harbinger Partners, Inc. ESOP

Data updated 2026-08-25

$13K
Total assets Small plan by assets
21
Participants Small participant base
2nd
Percentile by assets National rank
$611
Avg per participant Low balance/head
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Official DOL plan name: Harbinger Partners, Inc. Employee Stock Ownership Plan · Sponsored by Harbinger Partners, Inc. · Minnesota · Professional & Technical Services

$13K in assets, 21 participants

Harbinger Partners, Inc.'s Harbinger Partners, Inc. Employee Stock Ownership Plan reported $13K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #331 in Professional & Technical Services (20,321 peers)

Harbinger Partners, Inc. multi-year trail

Harbinger Partners, Inc.'s plans moved -97.7% in assets from 2022 to 2024; this filing shows Harbinger Partners, Inc. Employee Stock Ownership Plan at $13K / 21 participants.

#331
in Professional & Technical Services (20,321 peers)
-91.9%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harbinger Partners, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Harbinger Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,837 2nd percentile higher than 2% 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

Harbinger 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. Harbinger Partners, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbinger Partners, Inc. Employee Stock Ownership Plan end-of-year assets fell from $159K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Harbinger Partners, Inc. Employee Stock Ownership Plan reported net income rose from -$106K in the plan year 2022 filing to -$84K in the plan year 2023 filing.
  • Harbinger Partners, Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411927362 · Harbinger Partners, Inc. PY 2023 · ESOP

Harbinger Partners, Inc. Employee Stock Ownership Plan · $13K · 21 · 2nd

  • BOY $13K
  • BOY 21
  • BOY 2nd
  • BOY ESOP
  • BOY near Plug Smart Employee Stock Ownership Plan
  • BOY ind #331

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 Minnesota →

Harbinger Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Harbinger Partners, Inc. Employee Stock Ownership PlanHarbinger Partners, Inc. Emp…$13KPlug Smart Employee Stock Ownership PlanPlug Smart Employee Stock Ow…$13KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$13KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$13KDienen, Inc. Employee Stock Ownership PlanDienen, Inc. Employee Stock …$12K
End-of-year total assets ($M) among Harbinger Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Harbinger Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harbinger Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 97.69573384092523% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 24 $159K
2023 1 21 $13K
2024 1 17 $4K

Harbinger Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$159K
Net Assets (End of Year)-$1M
Net Income-$84K
Employer EIN411927362
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Harbinger Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Harbinger Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.012837 · Participants: 21Harbinger Partners, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Harbinger Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Harbinger Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Plug Smart Employee Stock Ownership Plan in OH ($13K); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Harbinger Partners, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Harbinger Partners, Inc. Employee Stock Ownership Plan contracted severely - down 91.9% during 2023, from $159K to $13K. Reported net income was -$84K.
How have Harbinger Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbinger Partners, Inc.'s sponsor-wide assets declined 97.7%, from $159K to $4K.
Where does Harbinger Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harbinger Partners, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Harbinger Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Plug Smart Employee Stock Ownership Plan in OH ($13K, N/A participants).
Which ESOP plans cover a similar participant headcount to Harbinger Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (21 participants, $5M 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 411927362.

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.