ESOP · DOL Form 5500 · 2023

Harold Beck & Sons, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
118
Participants Small participant base
75th
Percentile by assets National rank
$198,561
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harold Beck & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Harold Beck & Sons, Inc. · Pennsylvania · Manufacturing

$23M in assets, 118 participants

Harold Beck & Sons, Inc.'s Harold Beck & Sons, Inc. Employee Stock Ownership Plan reported $23M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,365 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Harold Beck & Sons, Inc. Employee Stock Ownership Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#12,365
in Manufacturing (18,722 peers)
+41.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Harold Beck & Sons, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,430,200 Top 25% higher than 75% 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

Harold Beck & Sons, 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. Harold Beck & Sons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harold Beck & Sons, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Harold Beck & Sons, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Harold Beck & Sons, Inc. Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231572268 · Harold Beck & Sons, Inc. PY 2023 · ESOP

Harold Beck & Sons, Inc. Employee Stock Ownership Plan · $23M · 118 · 75th

  • TYPE $23M
  • TYPE 118
  • TYPE 75th
  • TYPE ESOP
  • TYPE near Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan
  • TYPE ind #12365

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 Pennsylvania →

Harold Beck & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

True Air Mechanical, Inc. Employee Stock Ownership PlanTrue Air Mechanical, Inc. Em…$23MWenthe-Davidson Engineering Co. Employee Stock Ownership PlanWenthe-Davidson Engineering …$23MHarold Beck & Sons, Inc. Employee Stock Ownership PlanHarold Beck & Sons, Inc. Emp…$23MPumping Services, Incorporated Employee Stock Ownership PlanPumping Services, Incorporat…$23MHyspeco, Inc. Employees Stock Ownership PlanHyspeco, Inc. Employees Stoc…$23M
End-of-year total assets ($M) among Harold Beck & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)-$6M
Net Income$8M
Employer EIN231572268
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Beck & Sons, Inc.)

Sponsor-wide plan assets over time

All Harold Beck & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 22.34650805584551% vs 2022
2023 filing year
$70M$75M$80M$85M$90M$95M 20222023 $73.5M $89.9M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 229 $73M
2023 2 239 $90M

Nearby ESOP Plans in Pennsylvania

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

Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Harold Beck & Sons, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0234302 · Participants: 118Harold Beck & Sons, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Harold Beck & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Harold Beck & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harold Beck & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($23M); by covered participants it is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Harold Beck & Sons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Harold Beck & Sons, Inc. Employee Stock Ownership Plan surged - up 41.0% during 2023, from $17M to $23M. Reported net income was $8M.
How have Harold Beck & Sons, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Harold Beck & Sons, Inc.'s sponsor-wide assets grew 22.3%, from $73M to $90M.
Where does Harold Beck & Sons, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harold Beck & Sons, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Harold Beck & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($23M, 221 participants).
Which ESOP plans cover a similar participant headcount to Harold Beck & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants, $6M 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 231572268.

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.