ESOP · DOL Form 5500 · 2023

Hager Sharp, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
57
Participants Small participant base
70th
Percentile by assets National rank
$303,358
Avg per participant High balance/head
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Official DOL plan name: Hager Sharp, Inc. Employee Stock Ownership Plan · Sponsored by Hager Sharp, Inc. · District of Columbia · Professional & Technical Services

$17M in assets, 57 participants

Hager Sharp, Inc.'s Hager Sharp, Inc. Employee Stock Ownership Plan reported $17M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,111 in Professional & Technical Services (20,321 peers)

Hager Sharp, Inc. multi-year trail

Hager Sharp, Inc.'s plans moved -32.8% in assets from 2022 to 2024; this filing shows Hager Sharp, Inc. Employee Stock Ownership Plan at $17M / 57 participants.

#14,111
in Professional & Technical Services (20,321 peers)
-9.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hager Sharp, Inc. Employee Stock Ownership Plan's outsized position by total assets

Hager Sharp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,291,398 Top 30% higher than 70% 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

Hager Sharp, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hager Sharp, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hager Sharp, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Hager Sharp, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Hager Sharp, Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520983278 · Hager Sharp, Inc. PY 2023 · ESOP

Hager Sharp, Inc. Employee Stock Ownership Plan · $17M · 57 · 70th

  • ASSETS $17M
  • PCT 57
  • EIN 70th
  • RANK ESOP
  • PHOTO near Fs Bancorp, Inc. Employee Stock Ownership Plan
  • IND ind #14111

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 District of Columbia →

Hager Sharp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Vision Windows, Inc. ESOPAmerican Vision Windows, Inc…$17MAmerican Care Partners @ Home, Inc. Employee Stock Ownership PlanAmerican Care Partners @ Hom…$17MHager Sharp, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee S…$17MFs Bancorp, Inc. Employee Stock Ownership PlanFs Bancorp, Inc. Employee St…$17MPrisoner Transportation Services, Inc Employee Stock Ownership PlanPrisoner Transportation Serv…$17M
End-of-year total assets ($M) among Hager Sharp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hager Sharp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hager Sharp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.76464422934395% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $19.1M $12.8M ▼ -32.8%
Year Plans Participants Total Assets
2022 1 53 $19M
2023 1 57 $17M
2024 1 34 $13M

Hager Sharp, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN520983278
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in District of Columbia

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

Hager Sharp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Hager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.291398 · Participants: 57Hager Sharp, Inc. Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.224764 · Participants: 2206Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.722131 · Participants: 107Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 11.1695 · Participants: 3Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.188203 · Participants: 160Tech-Marine Business, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.821254 · Participants: 90Callahan & Associates, Inc. Employee Stock Ownership Plan
Hager Sharp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Hager Sharp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hager Sharp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Fs Bancorp, Inc. Employee Stock Ownership Plan in WA ($17M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Hager Sharp, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hager Sharp, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.3% during 2023, from $19M to $17M. Reported net income was -$2M.
How have Hager Sharp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hager Sharp, Inc.'s sponsor-wide assets declined 32.8%, from $19M to $13M.
Which ESOP plans are similar in size to Hager Sharp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fs Bancorp, Inc. Employee Stock Ownership Plan in WA ($17M, 446 participants).
Which ESOP plans cover a similar participant headcount to Hager Sharp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 520983278.

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.