ESOP · DOL Form 5500 · 2024
The Cool Hardware Company, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $40,966
- Avg per participant Low balance/head
Official DOL plan name: The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Cool Hardware Company, Inc. · District of Columbia · Retail Trade
$6M in assets, 157 participants
The Cool Hardware Company, Inc.'s The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #4,603 in Retail Trade (8,048 peers)
Coverage in District of Columbia
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust covers 157 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $6M.
- #4,603
- in Retail Trade (8,048 peers)
- +6.6%
- assets growth YoY
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,431,683 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $206K in the plan year 2023 filing to $875K in the plan year 2024 filing.
- The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 129 in the plan year 2023 filing to 157 in the plan year 2024 filing.
- The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 862603669 · The Cool Hardware Company, Inc. PY 2024 · ESOP
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust · $6M · 157 · 47th
- RANK $6M
- RANK 157
- RANK 47th
- RANK ESOP
- RANK near Kjt Group, Inc. Employee Stock Ownership Plan
- RANK ind #4603
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 →
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $875K |
| Employer EIN | 862603669 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cool Hardware Company, Inc.)
Sponsor-wide plan assets over time
All The Cool Hardware Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 14.473609814710887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274 | $12M |
| 2023 | 2 | 254 | $13M |
| 2024 | 2 | 368 | $14M |
Nearby ESOP Plans in District of Columbia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Chemonics International, Inc. Employee Stock Ownership Plan $181M · 2,321
- Cornerstone Government Affairs, Inc. Employee Stock Ownership Plan $73M · 126
- Hager Sharp, Inc. Employee Stock Ownership Plan $13M · 34
- Rational 360 Employee Stock Ownership Plan $11M · 60
- Tech-Marine Business, Inc. Employee Stock Ownership Plan $10M · 144
The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside District of Columbia, the nearest ESOP by assets is Kjt Group, Inc. Employee Stock Ownership Plan in NY ($6M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.