ESOP · DOL Form 5500 · 2022
Hunter-Davisson Inc ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $30,857
- Avg per participant Low balance/head
Official DOL plan name: Hunter-Davisson, Inc. Employee Stock Ownership Plan · Sponsored by Hunter-Davisson Inc · Oregon · Construction
$3M in assets, 105 participants
Hunter-Davisson Inc's Hunter-Davisson, Inc. Employee Stock Ownership Plan reported $3M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #3,986 in Construction (9,927 peers)
Coverage in Oregon
Hunter-Davisson, Inc. Employee Stock Ownership Plan covers 105 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $3M.
- #3,986
- in Construction (9,927 peers)
- +44.6%
- assets growth YoY
Hunter-Davisson, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Hunter-Davisson, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,240,000 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hunter-Davisson, 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. Hunter-Davisson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).
DOL schedule card
Filing strip 930549473 · Hunter-Davisson Inc PY 2022 · ESOP
Hunter-Davisson, Inc. Employee Stock Ownership Plan · $3M · 105 · 42nd
- RANK $3M
- PHOTO 105
- IND 42nd
- EOY ESOP
- 5500 near Teter, Inc. Employee Stock Ownership Plan
- ASSETS ind #3986
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 Oregon →
Hunter-Davisson, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | $1M |
| Employer EIN | 930549473 |
| Plan Effective Date | 2020-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunter-Davisson Inc)
Sponsor-wide plan assets over time
All Hunter-Davisson Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 54.95535117630431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $17M |
| 2023 | 2 | 223 | $22M |
| 2024 | 2 | 253 | $26M |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Hunter-Davisson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Teter, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.