ESOP · DOL Form 5500 · 2023
Happy Harry's Holdings, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $193,925
- Avg per participant Above avg balance/head
Official DOL plan name: Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Happy Harry's Holdings, Inc. · North Dakota · Retail Trade
$11M in assets, 56 participants
Happy Harry's Holdings, Inc.'s Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported $11M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,998 in Retail Trade (8,414 peers)
Happy Harry's Holdings, Inc. multi-year trail
Happy Harry's Holdings, Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Happy Harry's Holdings, Inc. Employee Stock Ownership Plan at $11M / 56 participants.
- #5,998
- in Retail Trade (8,414 peers)
- +16.5%
- assets growth YoY
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,859,808 Top 40% higher than 60% 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
Happy Harry's Holdings, 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. Happy Harry's Holdings, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$25K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 56 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 450312028 · Happy Harry's Holdings, Inc. PY 2023 · ESOP
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · $11M · 56 · 60th
- PCT $11M
- EIN 56
- RANK 60th
- PHOTO ESOP
- IND near Foundation Constructors, Inc. Employee Stock Ownership Plan
- EOY ind #5998
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 North Dakota →
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Happy Harry's Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy Harry's Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 31.93146076623115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $9M |
| 2023 | 1 | 56 | $11M |
| 2024 | 1 | 66 | $12M |
Happy Harry's Holdings, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 450312028 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Border States Industries, Inc. Employee Stock Ownership Plan $1.2B · 2,973
- Scheels Employee Stock Ownership Plan $838M · 4,597
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $230M · 767
- Ulteig, Inc. Employee Stock Ownership Plan $159M · 901
- Frontier Precision, Inc Employee Stock Ownership Plan $87M · 90
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Foundation Constructors, Inc. Employee Stock Ownership Plan in CA ($11M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Created From the First National Bank Employee Stock Ownership Plan (IL) 56 · 0 off
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan (NC) 56 · 0 off
- Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust (MN) 56 · 0 off
- Quality Machining, Inc. Employee Stock Ownership Plan (WI) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.