ESOP · DOL Form 5500 · 2024

Harrells, Inc. ESOP

Data updated 2026-08-25

$185M
Total assets Near avg plan size
462
Participants Below avg headcount
94th
Percentile by assets National rank
$400,217
Avg per participant High balance/head
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Official DOL plan name: Harrell's Employee Stock Ownership Plan · Sponsored by Harrells, Inc. · Florida · Manufacturing

$185M in assets, 462 participants

Harrells, Inc.'s Harrell's Employee Stock Ownership Plan reported $185M in total assets and 462 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,149 in Manufacturing (17,777 peers)

Where Harrell's Employee Stock Ownership Plan sits by assets

Harrell's Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $185M for 462 participants (~$400,217/participant), up 39.9% in 2024.

#16,149
in Manufacturing (17,777 peers)
+39.9%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Harrell's Employee Stock Ownership Plan's outsized position by total assets

Harrell's Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$184,900,447 Top 6% higher than 94% of 123,620 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 2024

Harrell's Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harrell's Employee Stock Ownership Plan sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harrell's Employee Stock Ownership Plan reported net income rose from $24M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Harrell's Employee Stock Ownership Plan end-of-year assets rose from $132M in the plan year 2023 filing to $185M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320506573 · Harrells, Inc. PY 2024 · ESOP

Harrell's Employee Stock Ownership Plan · $185M · 462 · 94th

  • EIN $185M
  • EIN 462
  • EIN 94th
  • EIN ESOP
  • EIN near Dcs Corporation Restated Employee Stock Ownership Plan
  • EIN ind #16149

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 Florida →

Harrell's Employee Stock Ownership Plan in the asset neighbourhood

Whitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$185MHarrell's Employee Stock Ownership PlanHarrell's Employee Stock Own…$185MDcs Corporation Restated Employee Stock Ownership PlanDcs Corporation Restated Emp…$185MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$184MPolaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$183M
End-of-year total assets ($M) among Harrell's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$60M
Net Income$54M
Employer EIN320506573
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harrells, Inc.)

Sponsor-wide plan assets over time

All Harrells, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 68.5503777310576% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $110M $185M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 430 $110M
2023 1 465 $132M
2024 1 462 $185M

Nearby ESOP Plans in Florida

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

Harrell's Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Harrell's Employee Stock Ownership Plan, Total assets ($B): 0.184900447 · Participants: 462Harrell's Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Harrell's Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Harrell's Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Dcs Corporation Restated Employee Stock Ownership Plan in VA ($185M); by covered participants it is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harrell's Employee Stock Ownership Plan assets move in 2024? ▼
Harrell's Employee Stock Ownership Plan surged - up 39.9% during 2024, from $132M to $185M. Reported net income was $54M.
How have Harrells, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrells, Inc.'s sponsor-wide assets grew 68.6%, from $110M to $185M.
Where does Harrell's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harrell's Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Harrell's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dcs Corporation Restated Employee Stock Ownership Plan in VA ($185M, 2,038 participants).
Which ESOP plans cover a similar participant headcount to Harrell's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants, $70M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320506573.

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.