ESOP · DOL Form 5500 · 2023

Haworth Marketing & Media Company ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
115
Participants Small participant base
86th
Percentile by assets National rank
$453,714
Avg per participant High balance/head
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Official DOL plan name: Haworth Marketing & Media Company Employee Stock Ownership Plan · Sponsored by Haworth Marketing & Media Company · Minnesota · Professional & Technical Services

$52M in assets, 115 participants

Haworth Marketing & Media Company's Haworth Marketing & Media Company Employee Stock Ownership Plan reported $52M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,679 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Haworth Marketing & Media Company Employee Stock Ownership Plan covers 115 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $52M.

#17,679
in Professional & Technical Services (20,321 peers)
-2.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $455K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haworth Marketing & Media Company Employee Stock Ownership Plan's outsized position by total assets

Haworth Marketing & Media Company Employee Stock Ownership Plan vs every filed plan by assets

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

$52,177,080 Top 14% higher than 86% 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

Haworth Marketing & Media Company 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. Haworth Marketing & Media Company Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haworth Marketing & Media Company Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$455K in the plan year 2023 filing.
  • Haworth Marketing & Media Company Employee Stock Ownership Plan reported participants rose from 109 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Haworth Marketing & Media Company Employee Stock Ownership Plan end-of-year assets fell from $53M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410960876 · Haworth Marketing & Media Company PY 2023 · ESOP

Haworth Marketing & Media Company Employee Stock Ownership Plan · $52M · 115 · 86th

  • NET $52M
  • NET 115
  • NET 86th
  • NET ESOP
  • NET near Jwd Group, Inc Employee Stock Ownership Plan
  • NET ind #17679

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 Minnesota →

Haworth Marketing & Media Company Employee Stock Ownership Plan in the asset neighbourhood

Kirby Foods, Inc. Employee Stock Ownership PlanKirby Foods, Inc. Employee S…$52MHaworth Marketing & Media Company Employee Stock Ownership PlanHaworth Marketing & Media Co…$52MJwd Group, Inc Employee Stock Ownership PlanJwd Group, Inc Employee Stoc…$52MThe Original Mattress Factory Employee Stock Ownership PlanThe Original Mattress Factor…$52MAmerican Equity Investment Employee Stock Ownership PlanAmerican Equity Investment E…$52M
End-of-year total assets ($M) among Haworth Marketing & Media Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$50M
Net Income-$455K
Employer EIN410960876
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haworth Marketing & Media Company)

Sponsor-wide plan assets over time

All Haworth Marketing & Media Company plans reported in each filing year

Latest sponsor-wide plan assets
$85M 0.7386461270597994% vs 2022
2023 filing year
$84.4M$84.6M$84.8M$85M$85.2M 20222023 $84.5M $85.1M ▲ +0.7%
Year Plans Participants Total Assets
2022 2 219 $84M
2023 2 229 $85M

Nearby ESOP Plans in Minnesota

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

Haworth Marketing & Media Company Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Haworth Marketing & Media Company Employee Stock Ownership Plan, Total assets ($M): 52.17708 · Participants: 115Haworth Marketing & Media Company Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Haworth Marketing & Media Company Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Haworth Marketing & Media Company Employee Stock Ownership Plan side-by-side with 3 peers →

Haworth Marketing & Media Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Jwd Group, Inc Employee Stock Ownership Plan in NY ($52M); by covered participants it is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Haworth Marketing & Media Company Employee Stock Ownership Plan assets move in 2023? ▼
Haworth Marketing & Media Company Employee Stock Ownership Plan edged down modestly - down 2.2% during 2023, from $53M to $52M. Reported net income was -$455K.
How have Haworth Marketing & Media Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Haworth Marketing & Media Company's sponsor-wide assets grew 0.7%, from $84M to $85M.
Where does Haworth Marketing & Media Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Haworth Marketing & Media Company Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Haworth Marketing & Media Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jwd Group, Inc Employee Stock Ownership Plan in NY ($52M, 210 participants).
Which ESOP plans cover a similar participant headcount to Haworth Marketing & Media Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants, $2M 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 410960876.

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.