ESOP · DOL Form 5500 · 2024

Harbor Linx, Inc. ESOP

Data updated 2026-08-25

$282M
Total assets Near avg plan size
171
Participants Small participant base
96th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Harbor Linx, Inc. Employee Stock Ownership Plan · Sponsored by Harbor Linx, Inc. · California · Construction

$282M in assets, 171 participants

Harbor Linx, Inc.'s Harbor Linx, Inc. Employee Stock Ownership Plan reported $282M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,584 in Construction (9,039 peers)

Coverage in California

Harbor Linx, Inc. Employee Stock Ownership Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $282M.

#8,584
in Construction (9,039 peers)
+19.2%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Harbor Linx, Inc. Employee Stock Ownership Plan's outsized position by total assets

Harbor Linx, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$282,462,280 Top 4% higher than 96% 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

Harbor Linx, 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. Harbor Linx, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Linx, Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Harbor Linx, Inc. Employee Stock Ownership Plan end-of-year assets rose from $237M in the plan year 2023 filing to $282M in the plan year 2024 filing.
  • Harbor Linx, Inc. Employee Stock Ownership Plan reported participants rose from 157 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271587216 · Harbor Linx, Inc. PY 2024 · ESOP

Harbor Linx, Inc. Employee Stock Ownership Plan · $282M · 171 · 96th

  • TYPE $282M
  • NET 171
  • BOOK 96th
  • VS-ST ESOP
  • BOY near United States Sugar Corporation - ESOP Ownership Plan
  • SCH ind #8584

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 California →

Harbor Linx, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Envision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$284MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$284MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$282MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$282MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$281M
End-of-year total assets ($M) among Harbor Linx, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$205M
Net Income$30M
Employer EIN271587216
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Linx, Inc.)

Sponsor-wide plan assets over time

All Harbor Linx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$321M 30.914899971229104% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $245M $321M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 301 $245M
2023 2 310 $272M
2024 2 337 $321M

Nearby ESOP Plans in California

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

Harbor Linx, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0246 Total assets ($B) Participants Harbor Linx, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.28246228 · Participants: 171Harbor Linx, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Harbor Linx, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Harbor Linx, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Harbor Linx, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is United States Sugar Corporation - ESOP Ownership Plan in FL ($282M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Harbor Linx, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Harbor Linx, Inc. Employee Stock Ownership Plan grew sharply - up 19.2% during 2024, from $237M to $282M. Reported net income was $30M.
How have Harbor Linx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Linx, Inc.'s sponsor-wide assets grew 30.9%, from $245M to $321M.
Where does Harbor Linx, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harbor Linx, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Harbor Linx, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United States Sugar Corporation - ESOP Ownership Plan in FL ($282M, 716 participants).
Which ESOP plans cover a similar participant headcount to Harbor Linx, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kitware, Inc. Employee Ownership Plan in NY (171 participants, $15M 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 271587216.

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.