ESOP · DOL Form 5500 · 2023
Hr&a Advisors, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 158
- Participants
- 71st
- Percentile by assets
- $117,364
- Avg per participant
Official DOL plan name: Hr&a Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Hr&a Advisors, Inc. · New York · Professional & Technical Services
$19M in assets, 158 participants
Hr&a Advisors, Inc.'s Hr&a Advisors, Inc. Employee Stock Ownership Plan reported $19M in total assets and 158 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)
- #14,384 in Professional & Technical Services (20,321 peers)
Coverage in New York
Hr&a Advisors, Inc. Employee Stock Ownership Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $19M.
- $19M
- total plan assets (2023 EOY)
- 158
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $117,364
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hr&a Advisors, Inc. Employee Stock Ownership Plan reported net income rose from -$593K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Hr&a Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Hr&a Advisors, Inc. Employee Stock Ownership Plan reported participants rose from 125 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Hr&a Advisors, Inc. Employee Stock Ownership Plan reports 158 participants - about 20% of that state average ($19M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $7M |
| Employer EIN | 208767681 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hr&a Advisors, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 229 | $29M |
| 2023 | 2 | 312 | $39M |
| 2024 | 2 | 353 | $51M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Hr&a Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hr&a Advisors, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Hr&a Advisors, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Hr&a Advisors, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Hr&a Advisors, Inc.'s sponsor-wide assets have grown 75.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans