ESOP · DOL Form 5500 · 2023

Hale Northeastern ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$209,630
Avg per participant Above avg balance/head
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Official DOL plan name: Hale Northeastern Employee Stock Ownership Plan · Sponsored by Hale Northeastern · New York · Professional & Technical Services

$2M in assets, 10 participants

Hale Northeastern's Hale Northeastern Employee Stock Ownership Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,499 in Professional & Technical Services (20,321 peers)

Hale Northeastern multi-year trail

Hale Northeastern's plans moved +43.6% in assets from 2022 to 2024; this filing shows Hale Northeastern Employee Stock Ownership Plan at $2M / 10 participants.

#5,499
in Professional & Technical Services (20,321 peers)
+60.4%
assets growth YoY

Hale Northeastern Employee Stock Ownership Plan among the smaller filed plans by assets

Hale Northeastern Employee Stock Ownership Plan vs every filed plan by assets

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

$2,096,300 31st percentile higher than 31% 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

Hale Northeastern Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale Northeastern Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hale Northeastern Employee Stock Ownership Plan reported net income rose from $243K in the plan year 2022 filing to $789K in the plan year 2023 filing.
  • Hale Northeastern Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hale Northeastern Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160967594 · Hale Northeastern PY 2023 · ESOP

Hale Northeastern Employee Stock Ownership Plan · $2M · 10 · 31st

  • PCT $2M
  • PCT 10
  • PCT 31st
  • PCT ESOP
  • PCT near Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan
  • PCT ind #5499

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 York →

Hale Northeastern Employee Stock Ownership Plan in the asset neighbourhood

Hale Northeastern Employee Stock Ownership PlanHale Northeastern Employee S…$2MDavis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2MScientific Engineering Inc Employees Stock Ownership PlanScientific Engineering Inc E…$2MArgi Holdings, Inc. Employee Stock Ownership PlanArgi Holdings, Inc. Employee…$2M
End-of-year total assets ($M) among Hale Northeastern Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hale Northeastern multi-year asset trail

Sponsor-wide plan assets over time

All Hale Northeastern plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.55524642897588% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.31M $1.88M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 10 $2M
2024 1 N/A $2M

Hale Northeastern filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$789K
Employer EIN160967594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Hale Northeastern Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Hale Northeastern Employee Stock Ownership Plan, Total assets ($M): 2.0963 · Participants: 10Hale Northeastern Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Hale Northeastern Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Hale Northeastern Employee Stock Ownership Plan side-by-side with 3 peers →

Hale Northeastern Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Hale Northeastern Employee Stock Ownership Plan assets move in 2023? ▼
Hale Northeastern Employee Stock Ownership Plan surged - up 60.4% during 2023, from $1M to $2M. Reported net income was $789K.
How have Hale Northeastern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Northeastern's sponsor-wide assets grew 43.6%, from $1M to $2M.
Which ESOP plans are similar in size to Hale Northeastern Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan in PA ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Hale Northeastern Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants, N/A 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 160967594.

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.