ESOP · DOL Form 5500 · 2023
Hallmark Inns & Resorts, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $25,127
- Avg per participant Low balance/head
Official DOL plan name: Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · Sponsored by Hallmark Inns & Resorts, Inc. · Oregon · Food Services & Accommodation
$6M in assets, 234 participants
Hallmark Inns & Resorts, Inc.'s Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #3,063 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan ranks #3,063 of 3,828 2023 filers by assets (333% of the sector average)-$6M for 234 participants.
- #3,063
- in Food Services & Accommodation (3,828 peers)
- -12.3%
- assets change YoY
The plan reported a net loss of $580K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,879,708 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hallmark Inns & Resorts, 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. Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported net income fell from $723K in the plan year 2022 filing to -$580K in the plan year 2023 filing.
- Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported participants fell from 265 in the plan year 2022 filing to 234 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 910852009 · Hallmark Inns & Resorts, Inc. PY 2023 · ESOP
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · $6M · 234 · 47th
- RANK $6M
- PHOTO 234
- IND 47th
- EOY ESOP
- 5500 near The American National Bank of Beaver Dam Employee Stock Ownership Plan
- ASSETS ind #3063
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 Oregon →
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$580K |
| Employer EIN | 910852009 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hallmark Inns & Resorts, Inc.)
Sponsor-wide plan assets over time
All Hallmark Inns & Resorts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 6.8823142072408405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 532 | $11M |
| 2023 | 2 | 516 | $11M |
| 2024 | 2 | 540 | $10M |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
- Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
- Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI ($6M); by covered participants it is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 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.