ESOP · DOL Form 5500 · 2023
Harold Beck & Sons, Inc. ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 118
- Participants
- 75th
- Percentile by assets
- $198,561
- Avg per participant
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.
- 75th percentile by assets (of 127,072 plans)
- #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.
- $23M
- total plan assets (2023 EOY)
- 118
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $198,561
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Harold Beck & Sons, Inc. Employee Stock Ownership Plan reports 118 participants - about 14% of that state average ($23M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | $8M |
| Employer EIN | 231572268 |
| Plan Effective Date | 2021-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harold Beck & Sons, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Harold Beck & Sons, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Harold Beck & Sons, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Harold Beck & Sons, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Harold Beck & Sons, Inc.'s sponsor-wide assets have grown 22.3% since 2022 across 2 plan years on file. More Manufacturing plans