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
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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

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

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.

See the national 2022→2023 release diff →

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

Standard Offset Printing Co., Inc. Employee Stock Ownership PlanStandard Offset Printing Co.…$6MHallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$6MThe American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$6MSpence Brothers Employee Stock Ownership PlanSpence Brothers Employee Sto…$6MDisher Corp. Employee Stock Ownership PlanDisher Corp. Employee Stock …$6M
End-of-year total assets ($M) among Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$580K
Employer EIN910852009
Plan Effective Date2016-01-01
Filing StatusFILING 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
$10M$10.5M$11M$11.5M 202220232024 $11M $10.2M ▼ -6.8%
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.

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.879708 · Participants: 234Hallmark Inns & Resorts, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

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.

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 Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan assets move in 2023?
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.3% during 2023, from $7M to $6M. Reported net income was -$580K.
How have Hallmark Inns & Resorts, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hallmark Inns & Resorts, Inc.'s sponsor-wide assets declined 6.9%, from $11M to $10M.
Which ESOP plans are similar in size to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI ($6M, 32 participants).
Which ESOP plans cover a similar participant headcount to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN (234 participants, $17M in assets).