ESOP · DOL Form 5500 · 2024

Hager Sharp, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
34
Participants Small participant base
61st
Percentile by assets National rank
$376,879
Avg per participant High balance/head
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Official DOL plan name: Hager Sharp, Inc. Employee Stock Ownership Plan · Sponsored by Hager Sharp, Inc. · District of Columbia · Professional & Technical Services

$13M in assets, 34 participants

Hager Sharp, Inc.'s Hager Sharp, Inc. Employee Stock Ownership Plan reported $13M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,084 in Professional & Technical Services (20,173 peers)

Hager Sharp, Inc. multi-year trail

Hager Sharp, Inc.'s plans moved -32.8% in assets from 2022 to 2024; this filing shows Hager Sharp, Inc. Employee Stock Ownership Plan at $13M / 34 participants.

#12,084
in Professional & Technical Services (20,173 peers)
-25.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hager Sharp, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hager Sharp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,813,899 Top 39% higher than 61% 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

Hager Sharp, Inc. 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. Hager Sharp, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hager Sharp, Inc. Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Hager Sharp, Inc. Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Hager Sharp, Inc. Employee Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 520983278 · Hager Sharp, Inc. PY 2024 · ESOP

Hager Sharp, Inc. Employee Stock Ownership Plan · $13M · 34 · 61st

  • BOOK $13M
  • VS-ST 34
  • BOY 61st
  • SCH ESOP
  • EBSA near Atap, Inc. Employee Stock Ownership Plan
  • PART ind #12084

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 District of Columbia →

Hager Sharp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nucor Corporation Employee Stock Ownership PlanNucor Corporation Employee S…$13MHager Sharp, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee S…$13MAtap, Inc. Employee Stock Ownership PlanAtap, Inc. Employee Stock Ow…$13MMcgohan Brabender Employee Stock Ownership PlanMcgohan Brabender Employee S…$13MHunzinger Construction Company Employee Stock Ownership PlanHunzinger Construction Compa…$13M
End-of-year total assets ($M) among Hager Sharp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hager Sharp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hager Sharp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.76464422934395% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $19.1M $12.8M ▼ -32.8%
Year Plans Participants Total Assets
2022 1 53 $19M
2023 1 57 $17M
2024 1 34 $13M

Hager Sharp, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN520983278
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in District of Columbia

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

Hager Sharp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150200 Total assets ($M) Participants Hager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.813899 · Participants: 34Hager Sharp, Inc. Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.003524 · Participants: 2321Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.322141 · Participants: 126Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 10.9068 · Participants: 60Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.267121 · Participants: 144Tech-Marine Business, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.340907 · Participants: 95Callahan & Associates, Inc. Employee Stock Ownership Plan
Hager Sharp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Hager Sharp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest ESOP by assets is Atap, Inc. Employee Stock Ownership Plan in AL ($13M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Hager Sharp, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hager Sharp, Inc. Employee Stock Ownership Plan declined sharply - down 25.9% during 2024, from $17M to $13M. Reported net income was -$4M.
How have Hager Sharp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hager Sharp, Inc.'s sponsor-wide assets declined 32.8%, from $19M to $13M.
Which ESOP plans are similar in size to Hager Sharp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Atap, Inc. Employee Stock Ownership Plan in AL ($13M, 77 participants).
Which ESOP plans cover a similar participant headcount to Hager Sharp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A 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 520983278.

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.