ESOP · DOL Form 5500 · 2023

Mass. Bay Brewing Company, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
144
Participants Small participant base
60th
Percentile by assets National rank
$73,081
Avg per participant Below avg balance/head
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Official DOL plan name: Harpoon Brewery Employee Stock Ownership Plan · Sponsored by Mass. Bay Brewing Company, Inc. · Massachusetts · Manufacturing

$11M in assets, 144 participants

Mass. Bay Brewing Company, Inc.'s Harpoon Brewery Employee Stock Ownership Plan reported $11M in total assets and 144 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.

  • #8,647 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Harpoon Brewery Employee Stock Ownership Plan covers 144 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#8,647
in Manufacturing (18,722 peers)
+0.5%
assets growth YoY

Harpoon Brewery Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Harpoon Brewery Employee Stock Ownership Plan vs every filed plan by assets

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

$10,523,653 Top 40% higher than 60% 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

Harpoon Brewery 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. Harpoon Brewery Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harpoon Brewery Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Harpoon Brewery Employee Stock Ownership Plan reported participants rose from 132 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042925204 · Mass. Bay Brewing Company, Inc. PY 2023 · ESOP

Harpoon Brewery Employee Stock Ownership Plan · $11M · 144 · 60th

  • EBSA $11M
  • PART 144
  • TYPE 60th
  • NET ESOP
  • BOOK near Valley Premier Bank Employee Stock Ownership Plan & Trust
  • VS-ST ind #8647

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 Massachusetts →

Harpoon Brewery Employee Stock Ownership Plan in the asset neighbourhood

Itc Investments, Inc. Employee Stock Ownership PlanItc Investments, Inc. Employ…$11MR.L. Insulation Company, Inc. ESOP PlanR.L. Insulation Company, Inc…$11MHarpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$11MValley Premier Bank Employee Stock Ownership Plan & TrustValley Premier Bank Employee…$11MNortex Communications Company Stock Bonus Employee Stock Ownership PlanNortex Communications Compan…$11M
End-of-year total assets ($M) among Harpoon Brewery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$16M
Net Income$3M
Employer EIN042925204
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mass. Bay Brewing Company, Inc.)

Sponsor-wide plan assets over time

All Mass. Bay Brewing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.955455514770486% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $28.1M $26.2M ▼ -7.0%
Year Plans Participants Total Assets
2022 2 259 $28M
2023 2 254 $32M
2024 3 252 $26M

Nearby ESOP Plans in Massachusetts

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

Harpoon Brewery Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Harpoon Brewery Employee Stock Ownership Plan, Total assets ($M): 10.523653 · Participants: 144Harpoon Brewery Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Harpoon Brewery Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Harpoon Brewery Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN ($11M); by covered participants it is Burwood Group, Inc. Employee Stock Ownership Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Harpoon Brewery Employee Stock Ownership Plan assets move in 2023? ▼
Harpoon Brewery Employee Stock Ownership Plan held essentially flat - up 0.5% during 2023, from $10M to $11M. Reported net income was $3M.
How have Mass. Bay Brewing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mass. Bay Brewing Company, Inc.'s sponsor-wide assets declined 7.0%, from $28M to $26M.
Which ESOP plans are similar in size to Harpoon Brewery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN ($11M, 21 participants).
Which ESOP plans cover a similar participant headcount to Harpoon Brewery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Burwood Group, Inc. Employee Stock Ownership Plan in IL (144 participants, $6M 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 042925204.

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.