ESOP · DOL Form 5500 · 2023

The Hartwell Corporation ESOP

Data updated 2026-08-11

$18M
Total assets
66
Participants
71st
Percentile by assets
$278,060
Avg per participant
PlainRetire home → About this data

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.

  • 71st percentile by assets (of 127,072 plans)
  • #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.

$18M
total plan assets (2023 EOY)
66
covered participants
71st
percentile by assets (of 127,072 plans)
$278,060
avg assets per participant

Where The Hartwell Corporation Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Idaho
Industry
Finance & Insurance

The Hartwell Corporation across 3 plan years on file

Across the 3 plan years The Hartwell Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $21M, a gain of 29.1%, while reported participants moved from 61 to 85 (+39.3%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($16M).

The Hartwell Corporation multi-year asset trail

$14M$16M$18M$20M$22M 202220232024 $16.1M $20.7M ▲ +29.0%
Total plan assets by year, all The Hartwell Corporation plans on file
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 ($B) Participants The Hartwell Corpora…, Total assets ($B): 0.018351959 · Participants: 66The Hartwell Corpora…Winco Employee Stock…, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock…Norco, Inc. Employee…, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee…Litehouse, Inc. Empl…, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Empl…Stellar Industries, …, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, …Litehouse, Inc. Empl…, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Empl…
The Hartwell Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Hartwell Corporation Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Hartwell Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for The Hartwell Corporation Employee Stock …

Multi-year trail

Ways to act on The Hartwell Corporation Employee Stock Ownership Plan's numbers.

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.