ESOP · DOL Form 5500 · 2023

The Hartwell Corporation ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
66
Participants Small participant base
71st
Percentile by assets National rank
$278,060
Avg per participant High balance/head
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Official DOL plan name: The Hartwell Corporation Employee Stock Ownership Plan · Sponsored by The Hartwell Corporation · Idaho · Finance & Insurance

$18M in assets, 66 participants

The Hartwell Corporation's The Hartwell Corporation Employee Stock Ownership Plan reported $18M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,072 in Finance & Insurance (8,869 peers)

The Hartwell Corporation multi-year trail

The Hartwell Corporation's plans moved +29.1% in assets from 2022 to 2024; this filing shows The Hartwell Corporation Employee Stock Ownership Plan at $18M / 66 participants.

#5,072
in Finance & Insurance (8,869 peers)
+14.4%
assets growth YoY

The Hartwell Corporation Employee Stock Ownership Plan's outsized position by total assets

The Hartwell Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$18,351,959 Top 29% higher than 71% 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

The Hartwell Corporation 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. The Hartwell Corporation Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hartwell Corporation Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Hartwell Corporation Employee Stock Ownership Plan reported participants rose from 61 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • The Hartwell Corporation Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820257435 · The Hartwell Corporation PY 2023 · ESOP

The Hartwell Corporation Employee Stock Ownership Plan · $18M · 66 · 71st

  • PCT $18M
  • EIN 66
  • RANK 71st
  • PHOTO ESOP
  • IND near Winbco Tank Company Employee Stock Ownership Plan
  • EOY ind #5072

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 Idaho →

The Hartwell Corporation Employee Stock Ownership Plan in the asset neighbourhood

Sgh Redglaze Holdings, Inc. Employee Stock Ownership PlanSgh Redglaze Holdings, Inc. …$18MFire & Ice Holdings, Inc. Employee Stock Ownership PlanFire & Ice Holdings, Inc. Em…$18MThe Hartwell Corporation Employee Stock Ownership PlanThe Hartwell Corporation Emp…$18MWinbco Tank Company Employee Stock Ownership PlanWinbco Tank Company Employee…$18MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$18M
End-of-year total assets ($M) among The Hartwell Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Hartwell Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Hartwell Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 29.090184320475537% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20.7M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 61 $16M
2023 1 66 $18M
2024 1 85 $21M

The Hartwell Corporation filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN820257435
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

The Hartwell Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants The Hartwell Corporation Employee Stock Ownership Plan, Total assets ($B): 0.018351959 · Participants: 66The Hartwell Corporation Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
The Hartwell Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Hartwell Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Hartwell Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Winbco Tank Company Employee Stock Ownership Plan in IA ($18M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 The Hartwell Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Hartwell Corporation Employee Stock Ownership Plan grew at a solid clip - up 14.4% during 2023, from $16M to $18M. Reported net income was $2M.
How have The Hartwell Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hartwell Corporation's sponsor-wide assets grew 29.1%, from $16M to $21M.
Which ESOP plans are similar in size to The Hartwell Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Winbco Tank Company Employee Stock Ownership Plan in IA ($18M, 20 participants).
Which ESOP plans cover a similar participant headcount to The Hartwell Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 820257435.

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.