ESOP · DOL Form 5500 · 2023

H. a. Dehart & Son, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
56th
Percentile by assets National rank
$148,606
Avg per participant Above avg balance/head
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Official DOL plan name: H. a. Dehart & Son, Inc. Employee Stock Ownership Plan · Sponsored by H. a. Dehart & Son, Inc. · New Jersey · Wholesale Trade

$9M in assets, 60 participants

H. a. Dehart & Son, Inc.'s H. a. Dehart & Son, Inc. Employee Stock Ownership Plan reported $9M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,985 in Wholesale Trade (6,309 peers)

H. a. Dehart & Son, Inc. multi-year trail

H. a. Dehart & Son, Inc.'s plans moved +160.9% in assets from 2022 to 2024; this filing shows H. a. Dehart & Son, Inc. Employee Stock Ownership Plan at $9M / 60 participants.

#2,985
in Wholesale Trade (6,309 peers)
+68.2%
assets growth YoY

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,916,358 Top 44% higher than 56% 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

H. a. Dehart & Son, 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. H. a. Dehart & Son, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. a. Dehart & Son, Inc. Employee Stock Ownership Plan reported net income rose from -$413K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H. a. Dehart & Son, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • H. a. Dehart & Son, Inc. Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 210437560 · H. a. Dehart & Son, Inc. PY 2023 · ESOP

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan · $9M · 60 · 56th

  • IND $9M
  • EOY 60
  • 5500 56th
  • ASSETS ESOP
  • PCT near Advantage Electric & Controls, Inc. Employee Stock Ownership Plan
  • EIN ind #2985

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 New Jersey →

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

H. a. Dehart & Son, Inc. Employee Stock Ownership PlanH. a. Dehart & Son, Inc. Emp…$9MAdvantage Electric & Controls, Inc. Employee Stock Ownership PlanAdvantage Electric & Control…$9MLanco Assembly Systems, Inc. Employee Stock Ownership PlanLanco Assembly Systems, Inc.…$9MClark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$9MSelway Machine Tool Co., Inc. Employee Stock Ownership PlanSelway Machine Tool Co., Inc…$9M
End-of-year total assets ($M) among H. a. Dehart & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

H. a. Dehart & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H. a. Dehart & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 160.93578153338487% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.3M $13.8M ▲ +160.9%
Year Plans Participants Total Assets
2022 1 57 $5M
2023 1 60 $9M
2024 1 52 $14M

H. a. Dehart & Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$4M
Employer EIN210437560
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants H. a. Dehart & Son, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.916358 · Participants: 60H. a. Dehart & Son, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
H. a. Dehart & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare H. a. Dehart & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

H. a. Dehart & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Advantage Electric & Controls, Inc. Employee Stock Ownership Plan in MI ($9M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 H. a. Dehart & Son, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
H. a. Dehart & Son, Inc. Employee Stock Ownership Plan surged - up 68.2% during 2023, from $5M to $9M. Reported net income was $4M.
How have H. a. Dehart & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. a. Dehart & Son, Inc.'s sponsor-wide assets grew 160.9%, from $5M to $14M.
Which ESOP plans are similar in size to H. a. Dehart & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advantage Electric & Controls, Inc. Employee Stock Ownership Plan in MI ($9M, 54 participants).
Which ESOP plans cover a similar participant headcount to H. a. Dehart & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 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 210437560.

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.