ESOP · DOL Form 5500 · 2023

Heirloom Traditions Paint ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
35th
Percentile by assets National rank
$168,948
Avg per participant Above avg balance/head
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Official DOL plan name: Heirloom Traditions Paint Employee Stock Ownership Plan · Sponsored by Heirloom Traditions Paint · Kentucky · Retail Trade

$3M in assets, 17 participants

Heirloom Traditions Paint's Heirloom Traditions Paint Employee Stock Ownership Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,924 in Retail Trade (8,414 peers)

Heirloom Traditions Paint multi-year trail

Heirloom Traditions Paint's plans moved +218.7% in assets from 2022 to 2024; this filing shows Heirloom Traditions Paint Employee Stock Ownership Plan at $3M / 17 participants.

#3,924
in Retail Trade (8,414 peers)
+11.9%
assets growth YoY

Heirloom Traditions Paint Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Heirloom Traditions Paint Employee Stock Ownership Plan vs every filed plan by assets

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

$2,872,108 35th percentile higher than 35% 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

Heirloom Traditions Paint Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heirloom Traditions Paint Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heirloom Traditions Paint Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heirloom Traditions Paint Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Heirloom Traditions Paint Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464841402 · Heirloom Traditions Paint PY 2023 · ESOP

Heirloom Traditions Paint Employee Stock Ownership Plan · $3M · 17 · 35th

  • PART $3M
  • TYPE 17
  • NET 35th
  • BOOK ESOP
  • VS-ST near Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #3924

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 →

Heirloom Traditions Paint Employee Stock Ownership Plan in the asset neighbourhood

Sperry & Associates, Inc. Employee Stock Ownership PlanSperry & Associates, Inc. Em…$3MSun Machinery Company, Inc ESOPSun Machinery Company, Inc E…$3MWayne Bank Employee Stock Ownership PlanWayne Bank Employee Stock Ow…$3MHeirloom Traditions Paint Employee Stock Ownership PlanHeirloom Traditions Paint Em…$3MSf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3M
End-of-year total assets ($M) among Heirloom Traditions Paint Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Heirloom Traditions Paint multi-year asset trail

Sponsor-wide plan assets over time

All Heirloom Traditions Paint plans reported in each filing year

Latest sponsor-wide plan assets
$8M 218.73344757750428% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $2.57M $8.18M ▲ +218.3%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 17 $3M
2024 1 49 $8M

Heirloom Traditions Paint filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$12M
Net Income$1M
Employer EIN464841402
Plan Effective Date2021-04-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Heirloom Traditions Paint Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Heirloom Traditions Paint Employee Stock Ownership Plan, Total assets ($B): 0.002872108 · Participants: 17Heirloom Traditions Paint Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Heirloom Traditions Paint Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Heirloom Traditions Paint Employee Stock Ownership Plan side-by-side with 3 peers →

Heirloom Traditions Paint Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust in MN ($3M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Heirloom Traditions Paint Employee Stock Ownership Plan assets move in 2023? ▼
Heirloom Traditions Paint Employee Stock Ownership Plan grew at a solid clip - up 11.9% during 2023, from $3M to $3M. Reported net income was $1M.
How have Heirloom Traditions Paint plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heirloom Traditions Paint's sponsor-wide assets grew 218.7%, from $3M to $8M.
Which ESOP plans are similar in size to Heirloom Traditions Paint Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust in MN ($3M, 16 participants).
Which ESOP plans cover a similar participant headcount to Heirloom Traditions Paint Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A 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 464841402.

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.