Other
2024 plan-year Other DOL Form 5500

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Cool Hardware Company, Inc. · District of Columbia · Retail Trade

What the 2023 filing shows

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust holds $6M for 157 participants — about $40,966 per participant, up 6.6% over the 2024 plan year.

$6M
total plan assets (2024 EOY)
157
covered participants
$40,966
avg assets per participant
+6.6%
assets growth YoY
Total Assets (2023)
$6M
Participants
157
Industry
Retail Trade

What the Filing Says About The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by The Cool Hardware Company, Inc., headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 157 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 862603669, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $6M at year-end — a gain of 6.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $875K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$5M
Net Income$875K
Plan TypeOther
Employer EIN862603669
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cool Hardware Company, Inc.)

Year Plans Participants Total Assets
2022 2 274 $12M
2023 2 254 $13M
2024 2 368 $14M

Nearby Other Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust?
As of the 2024 Form 5500 filing, The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust holds $6M in total assets with 157 participants. It is sponsored by The Cool Hardware Company, Inc..
What type of plan is The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust?
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 862603669.
Who sponsors the The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust?
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust is sponsored by The Cool Hardware Company, Inc., located in District of Columbia. The sponsor's EIN is 862603669 and the plan operates in the Retail Trade industry.
How did The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust perform in 2024?
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust grew by 6.6% during 2024, moving from $6M to $6M in total assets. Net income was $875K.
Where can I find official filings for The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 862603669 or plan name at efast.dol.gov.
How does The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 862603669.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.