ESOP · DOL Form 5500 · 2024

Hallmark Inns and Resorts, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
269
Participants Below avg headcount
40th
Percentile by assets National rank
$17,014
Avg per participant Low balance/head
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Official DOL plan name: Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · Sponsored by Hallmark Inns and Resorts, Inc. · Oregon · Food Services & Accommodation

$5M in assets, 269 participants

Hallmark Inns and Resorts, Inc.'s Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported $5M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,759 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan ranks #2,759 of 3,672 2024 filers by assets (427% of the sector average)-$5M for 269 participants.

#2,759
in Food Services & Accommodation (3,672 peers)
-22.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,576,815 40th percentile higher than 40% 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

Hallmark Inns & Resorts, 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. Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported net income fell from -$580K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan reported participants rose from 234 in the plan year 2023 filing to 269 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 910852009 · Hallmark Inns and Resorts, Inc. PY 2024 · ESOP

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan · $5M · 269 · 40th

  • SCH $5M
  • EBSA 269
  • PART 40th
  • TYPE ESOP
  • NET near Utility Technologies International Employee Stock Ownership Plan
  • BOOK ind #2759

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 Oregon →

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$5MUtility Technologies International Employee Stock Ownership PlanUtility Technologies Interna…$5MCitizens National Bank Employee Stock Ownership PlanCitizens National Bank Emplo…$5MGreat Lakes Environmental Center, Inc. Employee Stock Ownership PlanGreat Lakes Environmental Ce…$5MDie-Matic Corporation Employee Stock Ownership PlanDie-Matic Corporation Employ…$5M
End-of-year total assets ($M) among Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN910852009
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallmark Inns and Resorts, Inc.)

Sponsor-wide plan assets over time

All Hallmark Inns and Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.8823142072408405% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11M $10.2M ▼ -6.8%
Year Plans Participants Total Assets
2022 2 532 $11M
2023 2 516 $11M
2024 2 540 $10M

Nearby ESOP Plans in Oregon

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

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.576815 · Participants: 269Hallmark Inns & Resorts, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Utility Technologies International Employee Stock Ownership Plan in OH ($5M); by covered participants it is Kta-Tator Inc, Employee Stock Ownership Plan in PA (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan declined sharply - down 22.2% during 2024, from $6M to $5M. Reported net income was -$1M.
How have Hallmark Inns and Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallmark Inns and Resorts, Inc.'s sponsor-wide assets declined 6.9%, from $11M to $10M.
Which ESOP plans are similar in size to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Utility Technologies International Employee Stock Ownership Plan in OH ($5M, 63 participants).
Which ESOP plans cover a similar participant headcount to Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kta-Tator Inc, Employee Stock Ownership Plan in PA (269 participants, $19M 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 910852009.

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.