Plan Ledger DOL Form 5500 · updated monthly

Hardy DiagnosticsESOP

HARDY DIAGNOSTICS EMPLOYEE STOCK OWNERSHIP PLAN · SANTA MARIA, CA · plan year 2023

Employer contribution per participant · 2023
$5,998

Hardy Diagnostics's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $126,890,715 across 603 participant accounts, with employer contributions averaging $5,998 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 824th-largest of 9,483 plans among California employers on file, and the 344th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$126,890,715
Participants with balances603
Active participants393
Employer contributions$2,357,163
Employee contributions—
Employer contribution per active participant$5,998
Average account balance$210,432
Benefits paid to participants$1,831,416
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$126.9M · 603 accts · $2.4M emplr
2022$104.5M · 619 accts · $1.3M emplr
Employer contributions to the Hardy Diagnostics plan · 2023
Employer contribution per active participant$5,998
Median for plans this size$3,659
2023$5,998 per active participant
2022$3,213 per active participant

Hardy Diagnostics's 2023 employer contribution ran above the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2023Not separately reported
2022Not separately reported
All plans at this employer2
HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN401(k)
HARDY DIAGNOSTICS EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Amada North America, Inc. CA$151.8M · 0.06%
Holt of California CA$135.0M · 0.12%
Kelly Spicers Inc. CA$133.3M · 0.04%
Kellwood Company, LLC CA$124.7M · 0.19%
WD-40 Company CA$116.8M · 0.19%
Sunkist Growers, Inc. CA$116.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770043660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.