ESOP · DOL Form 5500 · 2022

Owl's Head Alloys, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
131
Participants Small participant base
79th
Percentile by assets National rank
$169,356
Avg per participant Above avg balance/head
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Official DOL plan name: Owl's Head Alloys Employee Stock Ownership Plan · Sponsored by Owl's Head Alloys, Inc. · Kentucky · Manufacturing

$22M in assets, 131 participants

Owl's Head Alloys, Inc.'s Owl's Head Alloys Employee Stock Ownership Plan reported $22M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,446 in Manufacturing (20,602 peers)

Coverage in Kentucky

Owl's Head Alloys Employee Stock Ownership Plan covers 131 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $22M.

#14,446
in Manufacturing (20,602 peers)
+30.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Owl's Head Alloys Employee Stock Ownership Plan's outsized position by total assets

Owl's Head Alloys Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,185,654 Top 21% higher than 79% of 139,123 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 2022

Owl's Head Alloys Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl's Head Alloys Employee Stock Ownership Plan sits mid-pack in the medium band (131 participants).

DOL schedule card

Filing strip 611250715 · Owl's Head Alloys, Inc. PY 2022 · ESOP

Owl's Head Alloys Employee Stock Ownership Plan · $22M · 131 · 79th

  • VS-ST $22M
  • BOY 131
  • SCH 79th
  • EBSA ESOP
  • PART near Lincoln Bancorp Employee Stock Ownership Plan
  • TYPE ind #14446

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 Kentucky →

Owl's Head Alloys Employee Stock Ownership Plan in the asset neighbourhood

Grato Employee Stock Ownership PlanGrato Employee Stock Ownersh…$22MNew Glarus Brewing Company Employee Stock Ownership PlanNew Glarus Brewing Company E…$22MOwl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$22MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$22MTown & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$22M
End-of-year total assets ($M) among Owl's Head Alloys Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN611250715
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owl's Head Alloys, Inc.)

Sponsor-wide plan assets over time

All Owl's Head Alloys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 124.70411858562558% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $24.1M $54.2M ▲ +124.7%
Year Plans Participants Total Assets
2022 2 250 $24M
2023 1 168 $54M
2024 1 184 $54M

Nearby ESOP Plans in Kentucky

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

Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Owl's Head Alloys Employee Stock Ownership Plan, Total assets ($B): 0.022185654 · Participants: 131Owl's Head Alloys Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Owl's Head Alloys Employee Stock Ownership Plan side-by-side with 3 peers →

Owl's Head Alloys Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Lincoln Bancorp Employee Stock Ownership Plan in IA ($22M); by covered participants it is Bluewater Constructors, Inc. Employee Stock Ownership Plan in TX (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Owl's Head Alloys Employee Stock Ownership Plan assets move in 2022? ▼
Owl's Head Alloys Employee Stock Ownership Plan surged - up 30.8% during 2022, from $17M to $22M. Reported net income was $5M.
How have Owl's Head Alloys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owl's Head Alloys, Inc.'s sponsor-wide assets grew 124.7%, from $24M to $54M.
Where does Owl's Head Alloys Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Owl's Head Alloys Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Bancorp Employee Stock Ownership Plan in IA ($22M, 355 participants).
Which ESOP plans cover a similar participant headcount to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bluewater Constructors, Inc. Employee Stock Ownership Plan in TX (131 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611250715.

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.