ESOP · DOL Form 5500 · 2024

H.a. Dehart & Son, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
52
Participants Small participant base
63rd
Percentile by assets National rank
$265,998
Avg per participant High balance/head
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Official DOL plan name: H.a. Dehart & Son, Inc. Employee Stock Ownership Plan · Sponsored by H.a. Dehart & Son, Inc. · New Jersey · Wholesale Trade

$14M in assets, 52 participants

H.a. Dehart & Son, Inc.'s H.a. Dehart & Son, Inc. Employee Stock Ownership Plan reported $14M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,367 in Wholesale Trade (6,080 peers)

H.a. Dehart & Son, Inc. multi-year trail

H.a. Dehart & Son, Inc.'s plans moved +160.9% in assets from 2022 to 2024; this filing shows H.a. Dehart & Son, Inc. Employee Stock Ownership Plan at $14M / 52 participants.

#3,367
in Wholesale Trade (6,080 peers)
+55.1%
assets growth YoY

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,831,877 Top 37% higher than 63% of 123,620 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 2024

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.a. Dehart & Son, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.a. Dehart & Son, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • H.a. Dehart & Son, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • H.a. Dehart & Son, Inc. Employee Stock Ownership Plan reported participants fell from 60 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 210437560 · H.a. Dehart & Son, Inc. PY 2024 · ESOP

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan · $14M · 52 · 63rd

  • EBSA $14M
  • EBSA 52
  • EBSA 63rd
  • EBSA ESOP
  • EBSA near Fip Construction, Inc. Employee Stock Ownership Plan
  • EBSA ind #3367

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 New Jersey →

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Taylor & Associates Architects Employee Stock Ownership PlanTaylor & Associates Architec…$14MFip Construction, Inc. Employee Stock Ownership PlanFip Construction, Inc. Emplo…$14MH.a. Dehart & Son, Inc. Employee Stock Ownership PlanH.a. Dehart & Son, Inc. Empl…$14MInfinity Drywall Contracting, Inc. Employee Stock Ownership PlanInfinity Drywall Contracting…$14MFfb Bancorp Employee Stock Ownership PlanFfb Bancorp Employee Stock O…$14M
End-of-year total assets ($M) among H.a. Dehart & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

H.a. Dehart & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.a. Dehart & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 160.93578153338487% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.3M $13.8M ▲ +160.9%
Year Plans Participants Total Assets
2022 1 57 $5M
2023 1 60 $9M
2024 1 52 $14M

H.a. Dehart & Son, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN210437560
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants H.a. Dehart & Son, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.831877 · Participants: 52H.a. Dehart & Son, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
H.a. Dehart & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare H.a. Dehart & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

H.a. Dehart & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Fip Construction, Inc. Employee Stock Ownership Plan in CT ($14M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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.

Frequently Asked Questions

How did H.a. Dehart & Son, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
H.a. Dehart & Son, Inc. Employee Stock Ownership Plan surged - up 55.1% during 2024, from $9M to $14M. Reported net income was $5M.
How have H.a. Dehart & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.a. Dehart & Son, Inc.'s sponsor-wide assets grew 160.9%, from $5M to $14M.
Which ESOP plans are similar in size to H.a. Dehart & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fip Construction, Inc. Employee Stock Ownership Plan in CT ($14M, 64 participants).
Which ESOP plans cover a similar participant headcount to H.a. Dehart & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K in assets).

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 210437560.

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.