ESOP · DOL Form 5500 · 2024

Hr&a Advisors, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
181
Participants Below avg headcount
75th
Percentile by assets National rank
$147,550
Avg per participant Above avg balance/head
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Official DOL plan name: Hr&a Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Hr&a Advisors, Inc. · New York · Professional & Technical Services

$27M in assets, 181 participants

Hr&a Advisors, Inc.'s Hr&a Advisors, Inc. Employee Stock Ownership Plan reported $27M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,215 in Professional & Technical Services (20,173 peers)

Coverage in New York

Hr&a Advisors, Inc. Employee Stock Ownership Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $27M.

#15,215
in Professional & Technical Services (20,173 peers)
+44.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hr&a Advisors, Inc. Employee Stock Ownership Plan's outsized position by total assets

Hr&a Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,706,610 Top 25% higher than 75% 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

Hr&a Advisors, Inc. Employee Stock Ownership Plan 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. Hr&a Advisors, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hr&a Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Hr&a Advisors, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Hr&a Advisors, Inc. Employee Stock Ownership Plan reported participants rose from 158 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208767681 · Hr&a Advisors, Inc. PY 2024 · ESOP

Hr&a Advisors, Inc. Employee Stock Ownership Plan · $27M · 181 · 75th

  • EOY $27M
  • EOY 181
  • EOY 75th
  • EOY ESOP
  • EOY near Siddons Martin Employee Stock Ownership Plan
  • EOY ind #15215

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 York →

Hr&a Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bellevue State Bank Employee Stock Ownership PlanBellevue State Bank Employee…$27MFox Valley Fire & Safety Co., Inc. Employee Stock Ownership PlanFox Valley Fire & Safety Co.…$27MHr&a Advisors, Inc. Employee Stock Ownership PlanHr&a Advisors, Inc. Employee…$27MSiddons Martin Employee Stock Ownership PlanSiddons Martin Employee Stoc…$27MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$27M
End-of-year total assets ($M) among Hr&a Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income$9M
Employer EIN208767681
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hr&a Advisors, Inc.)

Sponsor-wide plan assets over time

All Hr&a Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 75.10997493457995% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.4M $51.5M ▲ +75.1%
Year Plans Participants Total Assets
2022 2 229 $29M
2023 2 312 $39M
2024 2 353 $51M

Nearby ESOP Plans in New York

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

Hr&a Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Hr&a Advisors, Inc. Employee Stock Ownership Plan, Total assets ($M): 26.70661 · Participants: 181Hr&a Advisors, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Hr&a Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Hr&a Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Siddons Martin Employee Stock Ownership Plan in TX ($27M); by covered participants it is Moody's Market, Inc. Employee Stock Ownership Plan in MT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Hr&a Advisors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hr&a Advisors, Inc. Employee Stock Ownership Plan surged - up 44.0% during 2024, from $19M to $27M. Reported net income was $9M.
How have Hr&a Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hr&a Advisors, Inc.'s sponsor-wide assets grew 75.1%, from $29M to $51M.
Where does Hr&a Advisors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hr&a Advisors, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Hr&a Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Siddons Martin Employee Stock Ownership Plan in TX ($27M, 416 participants).
Which ESOP plans cover a similar participant headcount to Hr&a Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Moody's Market, Inc. Employee Stock Ownership Plan in MT (181 participants, $11M 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 208767681.

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.