ESOP · DOL Form 5500 · 2024

Hale Northeastern ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 29th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Hale Northeastern Employee Stock Ownership Plan · Sponsored by Hale Northeastern · New York · Professional & Technical Services

$2M in assets, N/A participants

Hale Northeastern's Hale Northeastern Employee Stock Ownership Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#4,917 in Professional & Technical Services (20,173 peers)

Hale Northeastern multi-year trail

Hale Northeastern's plans moved +43.6% in assets from 2022 to 2024; this filing shows Hale Northeastern Employee Stock Ownership Plan at $2M / N/A participants.

#4,917
in Professional & Technical Services (20,173 peers): -10.5%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hale Northeastern Employee Stock Ownership Plan among the smaller filed plans by assets

Hale Northeastern Employee Stock Ownership Plan vs every filed plan by assets

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

$1,876,135 29th percentile higher than 29% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hale Northeastern Employee Stock Ownership Plan reported net income fell from $789K in the plan year 2023 filing to -$220K in the plan year 2024 filing.
Hale Northeastern Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Hale Northeastern Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160967594 · Hale Northeastern PY 2024 · ESOP

Hale Northeastern Employee Stock Ownership Plan · $2M · N/A · 29th

EIN $2M
EIN N/A
EIN 29th
EIN ESOP
EIN near Viewriver Machine Corporation Employee Stock Ownership Plan
EIN ind #4917

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 →

End-of-year total assets ($M) among Hale Northeastern Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hale Northeastern multi-year asset trail

Latest sponsor-wide plan assets: $2M 43.55524642897588% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$1M
2023	1	10	$2M
2024	1	N/A	$2M

Hale Northeastern filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$220K
Employer EIN	160967594
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in New York

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

Hale Northeastern Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518

Compare Hale Northeastern Employee Stock Ownership Plan side-by-side with 3 peers →

Hale Northeastern Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside New York, the nearest ESOP by end-of-year assets is Viewriver Machine Corporation Employee Stock Ownership Plan in NC at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Viewriver Machine Corporation Employee Stock Ownership Plan (NC) $2M · 36
Amigos Employee Stock Ownership Plan and Trust (NE) $2M · 366
Cincinnati Federal Savings and Loan Association Employee Stock Ownership Plan (OH) $2M · N/A
Bedford Road Pharmacy, Inc. ESOP Plan (MD) $2M · 124

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 Hale Northeastern Employee Stock Ownership Plan assets move in 2024? ▼

Hale Northeastern Employee Stock Ownership Plan pulled back noticeably - down 10.5% during 2024, from $2M to $2M. Reported net income was -$220K.

How have Hale Northeastern plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hale Northeastern's sponsor-wide assets grew 43.6%, from $1M to $2M.

Which ESOP plans are similar in size to Hale Northeastern Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Viewriver Machine Corporation Employee Stock Ownership Plan in NC ($2M, 36 participants).

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 160967594.