401(k) · DOL Form 5500 · 2023

Hillerich & Bradsby Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
97
Participants Small participant base
55th
Percentile by assets National rank
$85,864
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hillerich & Bradsby Co. Thrift Plan · Sponsored by Hillerich & Bradsby Co. · Kentucky · Manufacturing

$8M in assets, 97 participants

Hillerich & Bradsby Co.'s Hillerich & Bradsby Co. Thrift Plan reported $8M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,489 in Manufacturing (18,722 peers)

2023 asset change

Hillerich & Bradsby Co. Thrift Plan grew at a solid clip 11.3% in 2023 ($7M → $8M) for 97 participants.

#7,489
in Manufacturing (18,722 peers)
+11.3%
assets growth YoY

Hillerich & Bradsby Co. Thrift Plan's mid-pack asset rank among Manufacturing and all filers

Hillerich & Bradsby Co. Thrift Plan vs every filed plan by assets

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

$8,328,810 Top 45% higher than 55% 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

Hillerich & Bradsby Co. Thrift 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. Hillerich & Bradsby Co. Thrift Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillerich & Bradsby Co. Thrift Plan reported net income rose from -$2M in the plan year 2022 filing to $846K in the plan year 2023 filing.
  • Hillerich & Bradsby Co. Thrift Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hillerich & Bradsby Co. Thrift Plan reported participants rose from 89 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610225940 · Hillerich & Bradsby Co. PY 2023 · 401(k)

Hillerich & Bradsby Co. Thrift Plan · $8M · 97 · 55th

  • PHOTO $8M
  • IND 97
  • EOY 55th
  • 5500 401(k)
  • ASSETS near Jackson Offshore Operators, LLC Retirement Trust
  • PCT ind #7489

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 Manufacturing retirement plans → · Plans in Kentucky →

Hillerich & Bradsby Co. Thrift Plan in the asset neighbourhood

Hillerich & Bradsby Co. Thrift PlanHillerich & Bradsby Co. Thri…$8MJackson Offshore Operators, LLC Retirement TrustJackson Offshore Operators, …$8MMiddleville Engineered Solutions, LLCMiddleville Engineered Solut…$8MLatsko Dcpj, Inc. 401(k) Profit Sharing PlanLatsko Dcpj, Inc. 401(k) Pro…$8MLeica Camera Inc. 401(k) Savings PlanLeica Camera Inc. 401(k) Sav…$8M
End-of-year total assets ($M) among Hillerich & Bradsby Co. Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hillerich & Bradsby Co. years around the 2023 move

Sponsor-wide plan assets over time

All Hillerich & Bradsby Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.9916014327126343% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.1M $11.4M ▲ +2.0%
Year Plans Participants Total Assets
2022 3 132 $11M
2023 2 102 $10M
2024 2 109 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$846K
Employer EIN610225940
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hillerich & Bradsby Co. Thrift Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hillerich & Bradsby Co. Thrift Plan, Total assets ($B): 0.00832881 · Participants: 97Hillerich & Bradsby Co. Thrift PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hillerich & Bradsby Co. Thrift Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hillerich & Bradsby Co. Thrift Plan side-by-side with 3 peers →

Hillerich & Bradsby Co. Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Jackson Offshore Operators, LLC Retirement Trust in TX ($8M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Hillerich & Bradsby Co. Thrift Plan assets move in 2023? ▼
Hillerich & Bradsby Co. Thrift Plan grew at a solid clip - up 11.3% during 2023, from $7M to $8M. Reported net income was $846K.
How have Hillerich & Bradsby Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillerich & Bradsby Co.'s sponsor-wide assets grew 2.0%, from $11M to $11M.
Which 401(k) plans are similar in size to Hillerich & Bradsby Co. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Offshore Operators, LLC Retirement Trust in TX ($8M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Hillerich & Bradsby Co. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 610225940.

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.