ESOP · DOL Form 5500 · 2022

Hercules Industries, Inc. ESOP

Data updated 2026-08-25

$101M
Total assets Near avg plan size
395
Participants Below avg headcount
93rd
Percentile by assets National rank
$256,456
Avg per participant Above avg balance/head
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Official DOL plan name: Hercules Industries, Inc. Employee Stock Ownership Plan · Sponsored by Hercules Industries, Inc. · Colorado · Wholesale Trade

$101M in assets, 395 participants

Hercules Industries, Inc.'s Hercules Industries, Inc. Employee Stock Ownership Plan reported $101M in total assets and 395 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,445 in Wholesale Trade (6,843 peers)

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

Hercules Industries, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $101M for 395 participants (~$256,456/participant), up 51.9% in 2022.

#6,445
in Wholesale Trade (6,843 peers)
+51.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$101,300,148 Top 7% higher than 93% 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

Hercules Industries, Inc. 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. Hercules Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (395 participants).

DOL schedule card

Filing strip 840516481 · Hercules Industries, Inc. PY 2022 · ESOP

Hercules Industries, Inc. Employee Stock Ownership Plan · $101M · 395 · 93rd

  • PCT $101M
  • PCT 395
  • PCT 93rd
  • PCT ESOP
  • PCT near Dealers Electrical Supply Co. Employee Stock Ownership Plan
  • PCT ind #6445

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 Colorado →

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

Woodruff-Sawyer & Co. Employee Stock Ownership PlanWoodruff-Sawyer & Co. Employ…$102MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$102MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$101MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$101MSuperior Electric Great Lakes Company Employee Stock Ownership PlanSuperior Electric Great Lake…$101M
End-of-year total assets ($M) among Hercules 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)$67M
Net Assets (End of Year)$30M
Net Income$34M
Employer EIN840516481
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hercules Industries, Inc.)

Sponsor-wide plan assets over time

All Hercules Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 12.924662587907415% vs 2022
2024 filing year
$120M$125M$130M$135M$140M$145M 202220232024 $123M $139M ▲ +12.9%
Year Plans Participants Total Assets
2022 2 798 $123M
2023 2 875 $133M
2024 2 930 $139M

Nearby ESOP Plans in Colorado

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

Hercules Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 50100150200250300 Total assets ($M) Participants Hercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 101.300148 · Participants: 395Hercules Industries, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Hercules Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Hercules Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX ($101M); by covered participants it is Meridian Corporation Employee Stock Ownership Plan in PA (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Hercules Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hercules Industries, Inc. Employee Stock Ownership Plan surged - up 51.9% during 2022, from $67M to $101M. Reported net income was $34M.
How have Hercules Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hercules Industries, Inc.'s sponsor-wide assets grew 12.9%, from $123M to $139M.
Where does Hercules Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hercules Industries, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Hercules Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX ($101M, 511 participants).
Which ESOP plans cover a similar participant headcount to Hercules Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Meridian Corporation Employee Stock Ownership Plan in PA (395 participants, $9M 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 840516481.

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.