ESOP · DOL Form 5500 · 2022

SAME ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
1,521
Participants Near avg headcount
93rd
Percentile by assets National rank
$75,897
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hb Global Employee Stock Ownership Plan · Sponsored by SAME · Pennsylvania · Other Services

$115M in assets, 1,521 participants

SAME's Hb Global Employee Stock Ownership Plan reported $115M in total assets and 1,521 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,209 in Other Services (8,398 peers)

Where Hb Global Employee Stock Ownership Plan sits by assets

Hb Global Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $115M for 1,521 participants (~$75,897/participant), up 17.8% in 2022.

#8,209
in Other Services (8,398 peers)
+17.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Hb Global Employee Stock Ownership Plan's outsized position by total assets

Hb Global Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$115,439,391 Top 7% higher than 93% of 139,123 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 2022

Hb Global 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. Hb Global Employee Stock Ownership Plan lands in the large band (1,521 participants).

DOL schedule card

Filing strip 822969290 · SAME PY 2022 · ESOP

Hb Global Employee Stock Ownership Plan · $115M · 1,521 · 93rd

  • PHOTO $115M
  • PHOTO 1,521
  • PHOTO 93rd
  • PHOTO ESOP
  • PHOTO near Brinkmann Constructors Employee Stock Ownership Plan
  • PHOTO ind #8209

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 Pennsylvania →

Hb Global Employee Stock Ownership Plan in the asset neighbourhood

Roush Holdings Employee Stock Ownership PlanRoush Holdings Employee Stoc…$116MEntech Sales and Service Employees' Stock Ownership PlanEntech Sales and Service Emp…$116MHb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$115MBrinkmann Constructors Employee Stock Ownership PlanBrinkmann Constructors Emplo…$115MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$115M
End-of-year total assets ($M) among Hb Global Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$114M
Net Income$25M
Employer EIN822969290
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SAME)

Sponsor-wide plan assets over time

All SAME plans reported in each filing year

Latest sponsor-wide plan assets
$411M 106.73345154640532% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $199M $411M ▲ +106.7%
Year Plans Participants Total Assets
2022 2 3,148 $199M
2023 2 3,261 $298M
2024 2 3,127 $411M

Nearby ESOP Plans in Pennsylvania

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

Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Hb Global Employee Stock Ownership Plan, Total assets ($B): 0.115439391 · Participants: 1521Hb Global Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hb Global Employee Stock Ownership Plan side-by-side with 3 peers →

Hb Global Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($115M); by covered participants it is Evapco, Inc. Employee Stock Ownership Plan in MD (1,522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,521 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.

Frequently Asked Questions

How did Hb Global Employee Stock Ownership Plan assets move in 2022? ▼
Hb Global Employee Stock Ownership Plan grew sharply - up 17.8% during 2022, from $98M to $115M. Reported net income was $25M.
How have SAME plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SAME's sponsor-wide assets grew 106.7%, from $199M to $411M.
Where does Hb Global Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hb Global Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($115M, 223 participants).
Which ESOP plans cover a similar participant headcount to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Evapco, Inc. Employee Stock Ownership Plan in MD (1,522 participants, $876M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822969290.

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.