ESOP · DOL Form 5500 · 2023

Harbor Linx, Inc. ESOP

Data updated 2026-08-25

$237M
Total assets Near avg plan size
157
Participants Small participant base
95th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Harbor Linx, Inc. Employee Stock Ownership Plan · Sponsored by Harbor Linx, Inc. · California · Construction

$237M in assets, 157 participants

Harbor Linx, Inc.'s Harbor Linx, Inc. Employee Stock Ownership Plan reported $237M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,536 in Construction (9,030 peers)

Coverage in California

Harbor Linx, Inc. Employee Stock Ownership Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $237M.

#8,536
in Construction (9,030 peers)
+9.7%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Harbor Linx, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harbor Linx, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$237,039,811 Top 5% higher than 95% 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

Harbor Linx, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Linx, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Linx, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Harbor Linx, Inc. Employee Stock Ownership Plan end-of-year assets rose from $216M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • Harbor Linx, Inc. Employee Stock Ownership Plan reported participants rose from 155 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271587216 · Harbor Linx, Inc. PY 2023 · ESOP

Harbor Linx, Inc. Employee Stock Ownership Plan · $237M · 157 · 95th

  • SCH $237M
  • SCH 157
  • SCH 95th
  • SCH ESOP
  • SCH near Ablenet, Inc. Employee Stock Ownership Plan
  • SCH ind #8536

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 California →

Harbor Linx, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lee Contracting, Inc. Employee Stock Ownership PlanLee Contracting, Inc. Employ…$238MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$237MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$237MAblenet, Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock…$237MBob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods…$236M
End-of-year total assets ($M) among Harbor Linx, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$175M
Net Income$18M
Employer EIN271587216
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Linx, Inc.)

Sponsor-wide plan assets over time

All Harbor Linx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$321M 30.914899971229104% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $245M $321M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 301 $245M
2023 2 310 $272M
2024 2 337 $321M

Nearby ESOP Plans in California

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

Harbor Linx, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Harbor Linx, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237039811 · Participants: 157Harbor Linx, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Harbor Linx, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Harbor Linx, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harbor Linx, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ablenet, Inc. Employee Stock Ownership Plan in MN ($237M); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Harbor Linx, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Harbor Linx, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2023, from $216M to $237M. Reported net income was $18M.
How have Harbor Linx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Linx, Inc.'s sponsor-wide assets grew 30.9%, from $245M to $321M.
Where does Harbor Linx, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harbor Linx, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Harbor Linx, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ablenet, Inc. Employee Stock Ownership Plan in MN ($237M, 68 participants).
Which ESOP plans cover a similar participant headcount to Harbor Linx, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants, $44M 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 271587216.

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.