ESOP · DOL Form 5500 · 2023

Owl's Head Alloys, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
168
Participants Small participant base
86th
Percentile by assets National rank
$318,759
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Owl's Head Alloys Employee Stock Ownership Plan · Sponsored by Owl's Head Alloys, Inc. · Kentucky · Manufacturing

$54M in assets, 168 participants

Owl's Head Alloys, Inc.'s Owl's Head Alloys Employee Stock Ownership Plan reported $54M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,975 in Manufacturing (18,722 peers)

Coverage in Kentucky

Owl's Head Alloys Employee Stock Ownership Plan covers 168 participants in Kentucky, about 26% of the average Kentucky filer (state average ~647 per filing). Assets: $54M.

#14,975
in Manufacturing (18,722 peers)
+141.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Owl's Head Alloys Employee Stock Ownership Plan's outsized position by total assets

Owl's Head Alloys Employee Stock Ownership Plan vs every filed plan by assets

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

$53,551,461 Top 14% higher than 86% 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

Owl's Head Alloys Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl's Head Alloys Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owl's Head Alloys Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Owl's Head Alloys Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Owl's Head Alloys Employee Stock Ownership Plan reported participants rose from 131 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611250715 · Owl's Head Alloys, Inc. PY 2023 · ESOP

Owl's Head Alloys Employee Stock Ownership Plan · $54M · 168 · 86th

  • IND $54M
  • IND 168
  • IND 86th
  • IND ESOP
  • IND near Aqua Engineers, Inc. Employee Stock Ownership Plan
  • IND ind #14975

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 →

Owl's Head Alloys Employee Stock Ownership Plan in the asset neighbourhood

Scallon Controls, Inc. Employee Stock Ownership PlanScallon Controls, Inc. Emplo…$54MHarborone Bank Employee Stock Ownership PlanHarborone Bank Employee Stoc…$54MOwl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$54MAqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$54MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53M
End-of-year total assets ($M) among Owl's Head Alloys Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$53M
Net Income$31M
Employer EIN611250715
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owl's Head Alloys, Inc.)

Sponsor-wide plan assets over time

All Owl's Head Alloys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 124.70411858562558% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $24.1M $54.2M ▲ +124.7%
Year Plans Participants Total Assets
2022 2 250 $24M
2023 1 168 $54M
2024 1 184 $54M

Nearby ESOP Plans in Kentucky

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

Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Owl's Head Alloys Employee Stock Ownership Plan, Total assets ($B): 0.053551461 · Participants: 168Owl's Head Alloys 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
Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Owl's Head Alloys Employee Stock Ownership Plan side-by-side with 3 peers →

Owl's Head Alloys Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Aqua Engineers, Inc. Employee Stock Ownership Plan in HI ($54M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Owl's Head Alloys Employee Stock Ownership Plan assets move in 2023? ▼
Owl's Head Alloys Employee Stock Ownership Plan surged - up 141.4% during 2023, from $22M to $54M. Reported net income was $31M.
How have Owl's Head Alloys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owl's Head Alloys, Inc.'s sponsor-wide assets grew 124.7%, from $24M to $54M.
Where does Owl's Head Alloys Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Owl's Head Alloys Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aqua Engineers, Inc. Employee Stock Ownership Plan in HI ($54M, 99 participants).
Which ESOP plans cover a similar participant headcount to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kitware, Inc. Employee Ownership Plan in NY (168 participants, $15M 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 611250715.

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.