ESOP · DOL Form 5500 · 2022
Houchens Industries, Inc. ESOP
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 6,338
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $325,789
- Avg per participant High balance/head
Official DOL plan name: Houchens Industries, Inc. Employee Stock Ownership Plan · Sponsored by Houchens Industries, Inc. · Kentucky · Retail Trade
$2.1B in assets, 6,338 participants
Houchens Industries, Inc.'s Houchens Industries, Inc. Employee Stock Ownership Plan reported $2.1B in total assets and 6,338 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,485 in Retail Trade (9,519 peers)
Coverage in Kentucky
Houchens Industries, Inc. Employee Stock Ownership Plan covers 6,338 participants in Kentucky, 9.8x the typical Kentucky plan (state average ~647 per filing). Assets: $2.1B.
- #9,485
- in Retail Trade (9,519 peers)
- +10.5%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Houchens Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Houchens Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,064,849,894 Top 1% higher than 99% 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
Houchens Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houchens Industries, Inc. Employee Stock Ownership Plan lands in the large band (6,338 participants).
EBSA filing schedule strip
Filing strip 202505350 · Houchens Industries, Inc. PY 2022 · ESOP
Houchens Industries, Inc. Employee Stock Ownership Plan · $2.1B · 6,338 · 99th
- NET $2.1B
- NET 6,338
- NET 99th
- NET ESOP
- NET near W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan
- NET ind #9485
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 →
Houchens Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $143M |
| Employer EIN | 202505350 |
| Plan Effective Date | 1961-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houchens Industries, Inc.)
Sponsor-wide plan assets over time
All Houchens Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 27.860618133629817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,338 | $2.1B |
| 2023 | 1 | 6,764 | $2.3B |
| 2024 | 1 | 7,785 | $2.6B |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
- Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan $80M · 211
Scale composition for Houchens Industries, Inc. Employee Stock Ownership Plan
Houchens Industries, Inc. Employee Stock Ownership Plan reports $2.1B in end-of-year assets across 6,338 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $325,789 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was $143M.
This plan identity (EIN 202505350, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.6B (+27.9%) while covered participants moved from 6,338 to 7,785 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,338 | $2.1B | This page |
| 2023 | 6,764 | $2.3B | Open filing |
| 2024 · index core | 7,785 | $2.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Houchens Industries, Inc. Employee Stock Ownership Plan (ESOP, $2.6B, 7,785 participants)
Houchens Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan in DE ($1.8B); by covered participants it is Thirty Fifteen Employee Stock Ownership Plan in FL (6,258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $1.8B · 7,617
- Old Dominion 401(k) Retirement Plan (NC) $1.8B · 24,080
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan (WA) $1.8B · 3,621
- Ori 401(k) Savings and Profit Sharing Plan (IL) $1.7B · 10,023
Similar participant headcount
Nearest other-state filings by covered participants (6,338 participants); asset peers above are excluded.
- Thirty Fifteen Employee Stock Ownership Plan (FL) 6,258 · 80 off
- Friends & Family Prevailing Wage ESOP Retirement Plan (NY) 6,184 · 154 off
- Acct Holdings, Inc. Employee Stock Ownership Plan (PA) 6,164 · 174 off
- Patterson Companies, Inc. Employee Stock Ownership Plan (MN) 5,797 · 541 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.