ESOP · DOL Form 5500 · 2023

Hart Brothers Construction, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
103
Participants Small participant base
45th
Percentile by assets National rank
$51,663
Avg per participant Low balance/head
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Official DOL plan name: Aquatic Technologies Employee Stock Ownership Plan · Sponsored by Hart Brothers Construction, Inc. · California · Construction

$5M in assets, 103 participants

Hart Brothers Construction, Inc.'s Aquatic Technologies Employee Stock Ownership Plan reported $5M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,951 in Construction (9,030 peers)

Coverage in California

Aquatic Technologies Employee Stock Ownership Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $5M.

#3,951
in Construction (9,030 peers)
+54.2%
assets growth YoY

Aquatic Technologies Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Aquatic Technologies Employee Stock Ownership Plan vs every filed plan by assets

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

$5,321,242 45th percentile higher than 45% 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

Aquatic Technologies 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. Aquatic Technologies Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aquatic Technologies Employee Stock Ownership Plan reported net income rose from -$212K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aquatic Technologies Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Aquatic Technologies Employee Stock Ownership Plan reported participants rose from 100 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330778866 · Hart Brothers Construction, Inc. PY 2023 · ESOP

Aquatic Technologies Employee Stock Ownership Plan · $5M · 103 · 45th

  • PART $5M
  • PART 103
  • PART 45th
  • PART ESOP
  • PART near Mci, Inc. Employee Stock Ownership Plan
  • PART ind #3951

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 →

Aquatic Technologies Employee Stock Ownership Plan in the asset neighbourhood

Zia Record Exchange Employee Stock Ownership PlanZia Record Exchange Employee…$5MShawver Well Company Employee Stock Ownership PlanShawver Well Company Employe…$5MAquatic Technologies Employee Stock Ownership PlanAquatic Technologies Employe…$5MMci, Inc. Employee Stock Ownership PlanMci, Inc. Employee Stock Own…$5MMagyar Bank Employee Stock Ownership PlanMagyar Bank Employee Stock O…$5M
End-of-year total assets ($M) among Aquatic Technologies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN330778866
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Brothers Construction, Inc.)

Sponsor-wide plan assets over time

All Hart Brothers Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 130.1856623567846% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.04M $16.2M ▲ +130.3%
Year Plans Participants Total Assets
2022 2 212 $7M
2023 2 212 $10M
2024 2 212 $16M

Nearby ESOP Plans in California

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

Aquatic Technologies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Aquatic Technologies Employee Stock Ownership Plan, Total assets ($B): 0.005321242 · Participants: 103Aquatic Technologies 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
Aquatic Technologies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Aquatic Technologies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Mci, Inc. Employee Stock Ownership Plan in MN ($5M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Aquatic Technologies Employee Stock Ownership Plan assets move in 2023? ▼
Aquatic Technologies Employee Stock Ownership Plan surged - up 54.2% during 2023, from $3M to $5M. Reported net income was $2M.
How have Hart Brothers Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Brothers Construction, Inc.'s sponsor-wide assets grew 130.2%, from $7M to $16M.
Which ESOP plans are similar in size to Aquatic Technologies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mci, Inc. Employee Stock Ownership Plan in MN ($5M, 48 participants).
Which ESOP plans cover a similar participant headcount to Aquatic Technologies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 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 330778866.

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.