ESOP · DOL Form 5500 · 2022

Holden Industries, Inc ESOP

Data updated 2026-08-25

$252M
Total assets Near avg plan size
1,146
Participants Near avg headcount
96th
Percentile by assets National rank
$219,957
Avg per participant Above avg balance/head
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Official DOL plan name: Holden Industries, Inc. Employee Stock Ownership Plan · Sponsored by Holden Industries, Inc · Illinois · Management of Enterprises

$252M in assets, 1,146 participants

Holden Industries, Inc's Holden Industries, Inc. Employee Stock Ownership Plan reported $252M in total assets and 1,146 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #1,045 in Management of Enterprises (1,193 peers)

Where Holden Industries, Inc. Employee Stock Ownership Plan sits by assets

Holden Industries, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $252M for 1,146 participants (~$219,957/participant), down 8.0% in 2022.

#1,045
in Management of Enterprises (1,193 peers)
-8.0%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$252,071,246 Top 4% higher than 96% 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

Holden Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holden Industries, Inc. Employee Stock Ownership Plan lands in the large band (1,146 participants).

DOL schedule card

Filing strip 200876409 · Holden Industries, Inc PY 2022 · ESOP

Holden Industries, Inc. Employee Stock Ownership Plan · $252M · 1,146 · 96th

  • TYPE $252M
  • TYPE 1,146
  • TYPE 96th
  • TYPE ESOP
  • TYPE near Brent Scarbrough & Company Employee Stock Ownership Plan
  • TYPE ind #1045

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 Illinois →

Holden Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trachte Building Systems Employee Stock Ownership PlanTrachte Building Systems Emp…$258MBrent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company E…$253MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$252MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$247MTecolote Research, Inc. Employee Stock Ownership PlanTecolote Research, Inc. Empl…$247M
End-of-year total assets ($M) among Holden Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$274M
Net Assets (End of Year)$252M
Net Income-$22M
Employer EIN200876409
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holden Industries, Inc)

Sponsor-wide plan assets over time

All Holden Industries, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$288M 8.127173775343298% vs 2022
2024 filing year
$280M$290M$300M$310M$320M 202220232024 $314M $288M ▼ -8.1%
Year Plans Participants Total Assets
2022 2 2,259 $314M
2023 2 2,528 $294M
2024 2 2,561 $288M

Nearby ESOP Plans in Illinois

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

Holden Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Holden Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.252071246 · Participants: 1146Holden Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Holden Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Holden Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Brent Scarbrough & Company Employee Stock Ownership Plan in GA ($253M); by covered participants it is Raffertys, Inc. Employee Stock Ownership Plan in KY (1,143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,146 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 Holden Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Holden Industries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2022, from $274M to $252M. Reported net income was -$22M.
How have Holden Industries, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holden Industries, Inc's sponsor-wide assets declined 8.1%, from $314M to $288M.
Where does Holden Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Holden Industries, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Holden Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brent Scarbrough & Company Employee Stock Ownership Plan in GA ($253M, 427 participants).
Which ESOP plans cover a similar participant headcount to Holden Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Raffertys, Inc. Employee Stock Ownership Plan in KY (1,143 participants, $27M 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 200876409.

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.