ESOP · DOL Form 5500 · 2024
The Hartwell Corporation ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 85
- Participants
- 71st
- Percentile by assets
- $243,680
- Avg per participant
Official DOL plan name: The Hartwell Corporation Employee Stock Ownership Plan · Sponsored by The Hartwell Corporation · Idaho · Finance & Insurance
$21M in assets, 85 participants
The Hartwell Corporation's The Hartwell Corporation Employee Stock Ownership Plan reported $21M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 123,622 plans)
- #4,801 in Finance & Insurance (8,549 peers)
The Hartwell Corporation multi-year trail
The Hartwell Corporation's plans moved +29.1% in assets from 2022 to 2024; this filing shows The Hartwell Corporation Employee Stock Ownership Plan at $21M / 85 participants.
- $21M
- total plan assets (2024 EOY)
- 85
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $243,680
- avg assets per participant
Where The Hartwell Corporation Employee Stock Ownership Plan sits by total assets
The Hartwell Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,712,786 Top 29% higher than 71% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hartwell Corporation Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2023 filing to 85 in the plan year 2024 filing.
- The Hartwell Corporation Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
The Hartwell Corporation across 3 plan years on file
Across the 3 plan years The Hartwell Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $21M, a gain of 29.1%, while reported participants moved from 61 to 85 (+39.3%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($16M).
The Hartwell Corporation multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $16M |
| 2023 | 1 | 66 | $18M |
| 2024 | 1 | 85 | $21M |
The Hartwell Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 820257435 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Hartwell Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Hartwell Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did The Hartwell Corporation Employee Stock Ownership Plan assets move in 2024? ▼
How have The Hartwell Corporation plan assets changed over time? ▼
Which ESOP plans are similar in size to The Hartwell Corporation Employee Stock Ownership Plan? ▼
Next read for The Hartwell Corporation Employee Stock …
Multi-year trail
Ways to act on The Hartwell Corporation Employee Stock Ownership Plan's numbers.
- By total assets, The Hartwell Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- The Hartwell Corporation's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Finance & Insurance plans