ESOP · DOL Form 5500 · 2022

The Hartwell Corporation ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
61
Participants Small participant base
74th
Percentile by assets National rank
$263,036
Avg per participant High balance/head
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Official DOL plan name: The Hartwell Corporation Employee Stock Ownership · Sponsored by The Hartwell Corporation · Idaho · Finance & Insurance

$16M in assets, 61 participants

The Hartwell Corporation's The Hartwell Corporation Employee Stock Ownership reported $16M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,462 in Finance & Insurance (9,261 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 at $16M / 61 participants.

#5,462
in Finance & Insurance (9,261 peers)
+15.4%
assets growth YoY

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

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,045,206 Top 26% higher than 74% of 139,123 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 2022

The Hartwell Corporation Employee Stock Ownership among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hartwell Corporation Employee Stock Ownership is a small filing (61 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 820257435 · The Hartwell Corporation PY 2022 · ESOP

The Hartwell Corporation Employee Stock Ownership · $16M · 61 · 74th

  • VS-ST $16M
  • VS-ST 61
  • VS-ST 74th
  • VS-ST ESOP
  • VS-ST near Hsi Sensing Employee Stock Ownership Plan
  • VS-ST ind #5462

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 in the asset neighbourhood

One Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$16MThe Hartwell Corporation Employee Stock OwnershipThe Hartwell Corporation Emp…$16MHsi Sensing Employee Stock Ownership PlanHsi Sensing Employee Stock O…$16MAsi Commercial Roofing & Maintenance Inc. Employee Stock Ownership PlanAsi Commercial Roofing & Mai…$16MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$16M
End-of-year total assets ($M) among The Hartwell Corporation Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
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 vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants The Hartwell Corporation Employee Stock Ownership, Total assets ($B): 0.016045206 · Participants: 61The Hartwell Corporation Employee Stock OwnershipWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and Trust
The Hartwell Corporation Employee Stock Ownership vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Hartwell Corporation Employee Stock Ownership side-by-side with 3 peers →

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

Outside Idaho, the nearest ESOP by assets is Hsi Sensing Employee Stock Ownership Plan in OK ($16M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 assets move in 2022? ▼
The Hartwell Corporation Employee Stock Ownership grew sharply - up 15.4% during 2022, from $14M to $16M. 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? ▼
Among ESOP plans in other states, the closest by assets is Hsi Sensing Employee Stock Ownership Plan in OK ($16M, 127 participants).
Which ESOP plans cover a similar participant headcount to The Hartwell Corporation Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.