ESOP · DOL Form 5500 · 2022
Hillerich & Bradsby Co. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $378,511
- Avg per participant High balance/head
Official DOL plan name: Hillerich & Bradsby Co. Employee Stock Ownership Plan · Sponsored by Hillerich & Bradsby Co. · Kentucky · Manufacturing
$2M in assets, 5 participants
Hillerich & Bradsby Co.'s Hillerich & Bradsby Co. Employee Stock Ownership Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,491 in Manufacturing (20,602 peers)
2022 asset change
Hillerich & Bradsby Co. Employee Stock Ownership Plan pulled back noticeably 11.3% in 2022 ($2M → $2M) for 5 participants.
- #3,491
- in Manufacturing (20,602 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hillerich & Bradsby Co. Employee Stock Ownership Plan among the smaller filed plans by assets
Hillerich & Bradsby Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,892,555 33rd percentile higher than 33% 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
Hillerich & Bradsby Co. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillerich & Bradsby Co. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 610225940 · Hillerich & Bradsby Co. PY 2022 · ESOP
Hillerich & Bradsby Co. Employee Stock Ownership Plan · $2M · 5 · 33rd
- ASSETS $2M
- PCT 5
- EIN 33rd
- RANK ESOP
- PHOTO near Maco Bag Corporation Employee Stock Ownership Plan and Trust
- IND ind #3491
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 →
Hillerich & Bradsby Co. Employee Stock Ownership Plan in the asset neighbourhood
Hillerich & Bradsby Co. years around the 2022 move
Sponsor-wide plan assets over time
All Hillerich & Bradsby Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 1.9916014327126343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 132 | $11M |
| 2023 | 2 | 102 | $10M |
| 2024 | 2 | 109 | $11M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$23K |
| Employer EIN | 610225940 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Hillerich & Bradsby Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Maco Bag Corporation Employee Stock Ownership Plan and Trust in NY ($2M); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.