ESOP · DOL Form 5500 · 2023

Healthcare Resource Group, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets: N/A
Participants Small participant base: 66th
Percentile by assets National rank

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Official DOL plan name: Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Healthcare Resource Group, Inc. · Washington · Administrative & Support Services

$14M in assets, N/A participants

Healthcare Resource Group, Inc.'s Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#3,597 in Administrative & Support Services (4,372 peers)

2023 asset change

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust surged 38.3% in 2023 ($10M → $14M) for N/A participants.

#3,597
in Administrative & Support Services (4,372 peers): +38.3%
assets growth YoY

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$14,485,049 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 356 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820474664 · Healthcare Resource Group, Inc. PY 2023 · ESOP

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust · $14M · N/A · 66th

RANK $14M
RANK N/A
RANK 66th
RANK ESOP
RANK near G & E Roofing Company, Inc. Employee Stock Ownership Plan
RANK ind #3597

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 Washington →

End-of-year total assets ($M) among Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Healthcare Resource Group, Inc. years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	356	$10M
2023	1	N/A	$14M
2024	1	N/A	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$14M
Net Income	$4M
Employer EIN	820474664
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Washington

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

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants

Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183

Compare Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside Washington, the nearest ESOP by end-of-year assets is G & E Roofing Company, Inc. Employee Stock Ownership Plan in ME at $14M (this filing: $14M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

G & E Roofing Company, Inc. Employee Stock Ownership Plan (ME) $14M · 60
Design Electric, Inc. Employee Stock Ownership Plan (VA) $15M · 122
Total Water Treatment Systems, Inc. Employee Stock Ownership Plan (WI) $15M · 104
Eggelhof, Inc. Employees' Stock Ownership Plan (TX) $14M · 45

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 Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust surged - up 38.3% during 2023, from $10M to $14M. Reported net income was $4M.

Which ESOP plans are similar in size to Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is G & E Roofing Company, Inc. Employee Stock Ownership Plan in ME ($14M, 60 participants).

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 820474664.