ESOP · DOL Form 5500 · 2024
Harrells, Inc. ESOP
Data updated 2026-07-24
- $185M
- Total assets
- 462
- Participants
- 94th
- Percentile by assets
- $400,217
- Avg per participant
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.
- 94th percentile by assets (of 116,472 plans)
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.
- $185M
- total plan assets (2024 EOY)
- 462
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $400,217
- avg assets per participant
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.
Harrell's Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Harrell's Employee Stock Ownership Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $54M |
| Employer EIN | 320506573 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harrells, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
- Rsr Employee Stock Ownership Plan $386M · 366
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Harrell's Employee Stock Ownership Plan by total assets, not by location.
- Dcs Corporation Restated Employee Stock Ownership Plan (VA) $185M · 2,038
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan (UT) $185M · 772
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $184M · 1,396
- Polaris Inc. Employee Stock Ownership Plan (MN) $183M · 9,360
Frequently Asked Questions
How did Harrell's Employee Stock Ownership Plan assets move in 2024? ▼
How have Harrells, Inc. plan assets changed over time? ▼
Where does Harrell's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Harrell's Employee Stock Ownership Plan? ▼
Next read for Harrell's Employee Stock Ownership Plan
Scale reading
Ways to act on Harrell's Employee Stock Ownership Plan's numbers.
- By total assets, Harrell's Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Harrells, Inc.'s sponsor-wide assets have grown 68.6% since 2022 across 3 plan years on file. More Manufacturing plans
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.