ESOP · DOL Form 5500 · 2024

Harken, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
249
Participants Below avg headcount
77th
Percentile by assets National rank
$120,080
Avg per participant Near avg balance/head
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Official DOL plan name: Harken, Inc. Employee Stock Ownership Plan · Sponsored by Harken, Inc. · Wisconsin · Manufacturing

$30M in assets, 249 participants

Harken, Inc.'s Harken, Inc. Employee Stock Ownership Plan reported $30M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,216 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Harken, Inc. Employee Stock Ownership Plan covers 249 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.

#12,216
in Manufacturing (17,777 peers)
+1.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$29,900,000 Top 23% higher than 77% 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

Harken, 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. Harken, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harken, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Harken, Inc. Employee Stock Ownership Plan reported participants fell from 255 in the plan year 2023 filing to 249 in the plan year 2024 filing.
  • Harken, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391086764 · Harken, Inc. PY 2024 · ESOP

Harken, Inc. Employee Stock Ownership Plan · $30M · 249 · 77th

  • PHOTO $30M
  • IND 249
  • EOY 77th
  • 5500 ESOP
  • ASSETS near Window Technology, Inc. Employee Stock Ownership Plan
  • PCT ind #12216

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 Wisconsin →

Harken, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kkw Holdings, Inc. Employee Stock Ownership PlanKkw Holdings, Inc. Employee …$30MMinn-Dak, Co. Employee Stock Ownership PlanMinn-Dak, Co. Employee Stock…$30MVotaw Electric, Inc., Employee Stock Ownership PlanVotaw Electric, Inc., Employ…$30MHarken, Inc. Employee Stock Ownership PlanHarken, Inc. Employee Stock …$30MWindow Technology, Inc. Employee Stock Ownership PlanWindow Technology, Inc. Empl…$30M
End-of-year total assets ($M) among Harken, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)-$11M
Net Income$2M
Employer EIN391086764
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harken, Inc.)

Sponsor-wide plan assets over time

All Harken, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 20.240910620988405% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.7M $57.3M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 622 $48M
2023 2 636 $55M
2024 2 637 $57M

Nearby ESOP Plans in Wisconsin

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

Harken, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Harken, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0299 · Participants: 249Harken, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Harken, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Harken, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Window Technology, Inc. Employee Stock Ownership Plan in MO ($30M); by covered participants it is Cfd Research Corporation Employee Stock Ownership Plan in AL (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Harken, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Harken, Inc. Employee Stock Ownership Plan edged up modestly - up 1.6% during 2024, from $29M to $30M. Reported net income was $2M.
How have Harken, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harken, Inc.'s sponsor-wide assets grew 20.2%, from $48M to $57M.
Where does Harken, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harken, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Harken, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Window Technology, Inc. Employee Stock Ownership Plan in MO ($30M, 138 participants).
Which ESOP plans cover a similar participant headcount to Harken, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cfd Research Corporation Employee Stock Ownership Plan in AL (249 participants, $59M 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 391086764.

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.