ESOP · DOL Form 5500 · 2023

Hebron Companies, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
97
Participants Small participant base
78th
Percentile by assets National rank
$276,897
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hebron Companies, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hebron Companies, Inc. · North Dakota · Manufacturing

$27M in assets, 97 participants

Hebron Companies, Inc.'s Hebron Companies, Inc. Employee Stock Ownership Plan and Trust reported $27M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,882 in Manufacturing (18,722 peers)

Where Hebron Companies, Inc. Employee Stock Ownership Plan and Trust sits by assets

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 97 participants (~$276,897/participant), up 49.4% in 2023.

#12,882
in Manufacturing (18,722 peers)
+49.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,858,963 Top 22% higher than 78% of 127,068 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 2023

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hebron Companies, Inc. Employee Stock Ownership Plan and Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hebron Companies, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Hebron Companies, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hebron Companies, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 92 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460317636 · Hebron Companies, Inc. PY 2023 · ESOP

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust · $27M · 97 · 78th

  • PCT $27M
  • EIN 97
  • RANK 78th
  • PHOTO ESOP
  • IND near Force Companies ESOP
  • EOY ind #12882

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 North Dakota →

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Carolina Products, Inc. Employee Stock Ownership PlanCarolina Products, Inc. Empl…$27MForce Companies ESOP$27MHebron Companies, Inc. Employee Stock Ownership Plan and TrustHebron Companies, Inc. Emplo…$27MBga Holding Co. Employee Stock Ownership Plan and TrustBga Holding Co. Employee Sto…$27MAtlantic Track & Turnout Co. Employee Stock Ownership PlanAtlantic Track & Turnout Co.…$27M
End-of-year total assets ($M) among Hebron Companies, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$27M
Net Income$9M
Employer EIN460317636
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebron Companies, Inc.)

Sponsor-wide plan assets over time

All Hebron Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 36.95607226972585% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24M $32.8M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 190 $24M
2023 1 97 $27M
2024 1 93 $33M

Nearby ESOP Plans in North Dakota

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

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Hebron Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.026858963 · Participants: 97Hebron Companies, Inc. Employee Stock Ownership Plan and TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership Plan
Hebron Companies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Hebron Companies, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hebron Companies, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Force Companies ESOP in IN ($27M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hebron Companies, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Hebron Companies, Inc. Employee Stock Ownership Plan and Trust surged - up 49.4% during 2023, from $18M to $27M. Reported net income was $9M.
How have Hebron Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebron Companies, Inc.'s sponsor-wide assets grew 37.0%, from $24M to $33M.
Where does Hebron Companies, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Hebron Companies, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Hebron Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Force Companies ESOP in IN ($27M, 53 participants).
Which ESOP plans cover a similar participant headcount to Hebron Companies, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $140M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460317636.

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.