ESOP · DOL Form 5500 · 2022
Houchens Industries, Inc. ESOP
Data updated 2026-08-06
- $2.1B
- Total assets
- 6,338
- Participants
- 99th
- Percentile by assets
- $325,789
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #9,493 in Retail Trade (9,527 peers)
Coverage in Kentucky
Houchens Industries, Inc. Employee Stock Ownership Plan covers 6,338 participants in Kentucky, 9.6x the typical Kentucky plan (state average ~658 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2022 EOY)
- 6,338
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $325,789
- avg assets per participant
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Houchens Industries, Inc. Employee Stock Ownership Plan reports 6,338 participants - 9.6x that state average ($2.1B EOY assets).
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.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,338 | $2.1B |
| 2023 | 1 | 6,764 | $2.3B |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Houchens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Houchens Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Houchens Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Houchens Industries, Inc. Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Houchens Industries, Inc.'s sponsor-wide assets have grown 12.6% since 2022 across 2 plan years on file. More Retail Trade plans