ESOP · DOL Form 5500 · 2024

New Harbinger Publications ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
63
Participants Small participant base
64th
Percentile by assets National rank
$230,763
Avg per participant Above avg balance/head
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Official DOL plan name: New Harbinger Publications Employee Stock Ownership Plan · Sponsored by New Harbinger Publications · California · Manufacturing

$15M in assets, 63 participants

New Harbinger Publications's New Harbinger Publications Employee Stock Ownership Plan reported $15M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,163 in Manufacturing (17,777 peers)

New Harbinger Publications multi-year trail

New Harbinger Publications's plans moved -24.7% in assets from 2022 to 2024; this filing shows New Harbinger Publications Employee Stock Ownership Plan at $15M / 63 participants.

#9,163
in Manufacturing (17,777 peers)
-26.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Harbinger Publications Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

New Harbinger Publications Employee Stock Ownership Plan vs every filed plan by assets

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

$14,538,088 Top 36% higher than 64% 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

New Harbinger Publications 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. New Harbinger Publications Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Harbinger Publications Employee Stock Ownership Plan reported net income fell from $369K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • New Harbinger Publications Employee Stock Ownership Plan end-of-year assets fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • New Harbinger Publications Employee Stock Ownership Plan reported participants rose from 62 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942854098 · New Harbinger Publications PY 2024 · ESOP

New Harbinger Publications Employee Stock Ownership Plan · $15M · 63 · 64th

  • EOY $15M
  • 5500 63
  • ASSETS 64th
  • PCT ESOP
  • EIN near Bane-Welker Employee Stock Ownership Plan
  • RANK ind #9163

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 →

New Harbinger Publications Employee Stock Ownership Plan in the asset neighbourhood

New Harbinger Publications Employee Stock Ownership PlanNew Harbinger Publications E…$15MBane-Welker Employee Stock Ownership PlanBane-Welker Employee Stock O…$15MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$15MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$15MThomas & Skinner, Inc. Employee Stock Ownership PlanThomas & Skinner, Inc. Emplo…$14M
End-of-year total assets ($M) among New Harbinger Publications Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Harbinger Publications multi-year asset trail

Sponsor-wide plan assets over time

All New Harbinger Publications plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.738877114777903% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $19.3M $14.5M ▼ -24.7%
Year Plans Participants Total Assets
2022 1 57 $19M
2023 1 62 $20M
2024 1 63 $15M

New Harbinger Publications filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$15M
Net Income-$5M
Employer EIN942854098
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

New Harbinger Publications Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants New Harbinger Publications Employee Stock Ownership Plan, Total assets ($B): 0.014538088 · Participants: 63New Harbinger Publications 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
New Harbinger Publications Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare New Harbinger Publications Employee Stock Ownership Plan side-by-side with 3 peers →

New Harbinger Publications Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bane-Welker Employee Stock Ownership Plan in IN ($15M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 New Harbinger Publications Employee Stock Ownership Plan assets move in 2024? ▼
New Harbinger Publications Employee Stock Ownership Plan declined sharply - down 26.1% during 2024, from $20M to $15M. Reported net income was -$5M.
How have New Harbinger Publications plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Harbinger Publications's sponsor-wide assets declined 24.7%, from $19M to $15M.
Which ESOP plans are similar in size to New Harbinger Publications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bane-Welker Employee Stock Ownership Plan in IN ($15M, 446 participants).
Which ESOP plans cover a similar participant headcount to New Harbinger Publications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 942854098.

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.