ESOP · DOL Form 5500 · 2022
SAME ESOP
Data updated 2026-08-11
- $115M
- Total assets
- 1,521
- Participants
- 93rd
- Percentile by assets
- $75,897
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $115M
- total plan assets (2022 EOY)
- 1,521
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $75,897
- avg assets per participant
Hb Global Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Hb Global Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $25M |
| Employer EIN | 822969290 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SAME)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hb Global Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Hb Global Employee Stock Ownership Plan assets move in 2022? ▼
How have SAME plan assets changed over time? ▼
Where does Hb Global Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Hb Global Employee Stock Ownership Plan? ▼
Next read for Hb Global Employee Stock Ownership Plan
Scale reading
Ways to act on Hb Global Employee Stock Ownership Plan's numbers.
- By total assets, Hb Global Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- SAME's sponsor-wide assets have grown 106.7% since 2022 across 3 plan years on file. More Other Services plans