ESOP · DOL Form 5500 · 2023

The Cool Hardware Company, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
129
Participants Small participant base
48th
Percentile by assets National rank
$46,754
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Cool Hardware Company, Inc. · District of Columbia · Retail Trade

$6M in assets, 129 participants

The Cool Hardware Company, Inc.'s The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,906 in Retail Trade (8,414 peers)

Coverage in District of Columbia

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust covers 129 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $6M.

#4,906
in Retail Trade (8,414 peers)
-7.6%
assets change YoY

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,031,232 48th percentile higher than 48% 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

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust 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. The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $748K in the plan year 2022 filing to $206K in the plan year 2023 filing.
  • The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 123 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862603669 · The Cool Hardware Company, Inc. PY 2023 · ESOP

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust · $6M · 129 · 48th

  • SCH $6M
  • SCH 129
  • SCH 48th
  • SCH ESOP
  • SCH near Bepc, Incorporated Employee Stock Ownership Plan
  • SCH ind #4906

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 District of Columbia →

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MThe Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustThe Cool Hardware Company, I…$6MBepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$6MAirport Specialty Products, Inc. ESOPAirport Specialty Products, …$6MKlh Marketing, Inc. Employee Stock Ownership Plan and TrustKlh Marketing, Inc. Employee…$6M
End-of-year total assets ($M) among The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income$206K
Employer EIN862603669
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cool Hardware Company, Inc.)

Sponsor-wide plan assets over time

All The Cool Hardware Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 14.473609814710887% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.2M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 274 $12M
2023 2 254 $13M
2024 2 368 $14M

Nearby ESOP Plans in District of Columbia

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

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.031232 · Participants: 129The Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.224764 · Participants: 2206Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.722131 · Participants: 107Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.291398 · Participants: 57Hager Sharp, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 11.1695 · Participants: 3Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.188203 · Participants: 160Tech-Marine Business, Inc. Employee Stock Ownership Plan
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($6M); by covered participants it is Mosaic Employee Stock Ownership Plan in WA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.6% during 2023, from $7M to $6M. Reported net income was $206K.
How have The Cool Hardware Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cool Hardware Company, Inc.'s sponsor-wide assets grew 14.5%, from $12M to $14M.
Which ESOP plans are similar in size to The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($6M, 176 participants).
Which ESOP plans cover a similar participant headcount to The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mosaic Employee Stock Ownership Plan in WA (129 participants, $13M 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 862603669.

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.