ESOP · DOL Form 5500 · 2022

HCR ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
493
Participants Below avg headcount
65th
Percentile by assets National rank
$20,440
Avg per participant Low balance/head
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Official DOL plan name: Hcr Employee Stock Ownership Plan · Sponsored by HCR · New York · Healthcare & Social Assistance

$10M in assets, 493 participants

HCR's Hcr Employee Stock Ownership Plan reported $10M in total assets and 493 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,120 in Healthcare & Social Assistance (20,060 peers)

HCR multi-year trail

HCR's plans moved +14.3% in assets from 2022 to 2024; this filing shows Hcr Employee Stock Ownership Plan at $10M / 493 participants.

#14,120
in Healthcare & Social Assistance (20,060 peers)
-18.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hcr Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hcr Employee Stock Ownership Plan vs every filed plan by assets

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

$10,076,842 Top 35% higher than 65% 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

Hcr 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. Hcr Employee Stock Ownership Plan sits mid-pack in the medium band (493 participants).

Form 5500 schedule snapshot

Filing strip 161108008 · HCR PY 2022 · ESOP

Hcr Employee Stock Ownership Plan · $10M · 493 · 65th

  • IND $10M
  • EOY 493
  • 5500 65th
  • ASSETS ESOP
  • PCT near Diw Group, Inc. Employee Stock Ownership Plan
  • EIN ind #14120

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 New York →

Hcr Employee Stock Ownership Plan in the asset neighbourhood

Vespoli USA, Inc. Employee Stock Ownership PlanVespoli USA, Inc. Employee S…$10MHcr Employee Stock Ownership PlanHcr Employee Stock Ownership…$10MDiw Group, Inc. Employee Stock Ownership PlanDiw Group, Inc. Employee Sto…$10MWarco Employee Stock Ownership PlanWarco Employee Stock Ownersh…$10MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$10M
End-of-year total assets ($M) among Hcr Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

HCR multi-year asset trail

Sponsor-wide plan assets over time

All HCR plans reported in each filing year

Latest sponsor-wide plan assets
$26M 14.328578992531755% vs 2022
2024 filing year
$22M$23M$24M$25M$26M$27M 202220232024 $23.1M $26.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 1,188 $23M
2023 2 1,159 $25M
2024 2 1,129 $26M

HCR filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN161108008
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Hcr Employee Stock Ownership Plan, Total assets ($M): 10.076842 · Participants: 493Hcr Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

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

Outside New York, the nearest ESOP by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($10M); by covered participants it is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Hcr Employee Stock Ownership Plan assets move in 2022?
Hcr Employee Stock Ownership Plan declined sharply - down 18.7% during 2022, from $12M to $10M. Reported net income was -$2M.
How have HCR plan assets changed over time?
Across 3 plan years on file (2022-2024), HCR's sponsor-wide assets grew 14.3%, from $23M to $26M.
Which ESOP plans are similar in size to Hcr Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($10M, 74 participants).
Which ESOP plans cover a similar participant headcount to Hcr Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI (494 participants, $6M in assets).