ESOP · DOL Form 5500 · 2023

Harmelin and Associates, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
20
Participants Small participant base
69th
Percentile by assets National rank
$838,626
Avg per participant High balance/head
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Official DOL plan name: Harmelin & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Harmelin and Associates, Inc. · Pennsylvania · Information & Media

$17M in assets, 20 participants

Harmelin and Associates, Inc.'s Harmelin & Associates, Inc. Employee Stock Ownership Plan reported $17M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,671 in Information & Media (2,818 peers)

Harmelin and Associates, Inc. multi-year trail

Harmelin and Associates, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Harmelin & Associates, Inc. Employee Stock Ownership Plan at $17M / 20 participants.

#1,671
in Information & Media (2,818 peers)
+2.3%
assets growth YoY

Harmelin & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harmelin & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,772,518 Top 31% higher than 69% 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

Harmelin & Associates, 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. Harmelin & Associates, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harmelin & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $102K in the plan year 2022 filing to $378K in the plan year 2023 filing.
  • Harmelin & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Harmelin & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232222601 · Harmelin and Associates, Inc. PY 2023 · ESOP

Harmelin & Associates, Inc. Employee Stock Ownership Plan · $17M · 20 · 69th

  • EOY $17M
  • EOY 20
  • EOY 69th
  • EOY ESOP
  • EOY near North River Boats Employee Stock Ownership Plan
  • EOY ind #1671

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 →

Harmelin & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Envirokinetics, Inc. Employee Stock Ownership PlanEnvirokinetics, Inc. Employe…$17MSuper Quik, Inc. Employee Stock Ownership PlanSuper Quik, Inc. Employee St…$17MNorth River Boats Employee Stock Ownership PlanNorth River Boats Employee S…$17MHarmelin & Associates, Inc. Employee Stock Ownership PlanHarmelin & Associates, Inc. …$17MMargaretville Telephone Co., Inc. Employee Stock Ownership PlanMargaretville Telephone Co.,…$17M
End-of-year total assets ($M) among Harmelin & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Harmelin and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harmelin and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 29.186318633733233% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.4M $53.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 268 $41M
2023 2 284 $47M
2024 2 280 $53M

Harmelin and Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$378K
Employer EIN232222601
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Harmelin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Harmelin & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016772518 · Participants: 20Harmelin & Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Harmelin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Harmelin & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is North River Boats Employee Stock Ownership Plan in OR ($17M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Harmelin & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Harmelin & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 2.3% during 2023, from $16M to $17M. Reported net income was $378K.
How have Harmelin and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harmelin and Associates, Inc.'s sponsor-wide assets grew 29.2%, from $41M to $53M.
Which ESOP plans are similar in size to Harmelin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North River Boats Employee Stock Ownership Plan in OR ($17M, 151 participants).
Which ESOP plans cover a similar participant headcount to Harmelin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 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 232222601.

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.