ESOP · DOL Form 5500 · 2023

Hughes-Anderson Heat Exchangers Inc ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
65
Participants Small participant base
53rd
Percentile by assets National rank
$116,787
Avg per participant Below avg balance/head
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Official DOL plan name: Hughes-Anderson Employee Stock Ownership Plan · Sponsored by Hughes-Anderson Heat Exchangers Inc · Oklahoma · Manufacturing

$8M in assets, 65 participants

Hughes-Anderson Heat Exchangers Inc's Hughes-Anderson Employee Stock Ownership Plan reported $8M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,003 in Manufacturing (18,722 peers)

Hughes-Anderson Heat Exchangers Inc multi-year trail

Hughes-Anderson Heat Exchangers Inc's plans moved +10.2% in assets from 2022 to 2024; this filing shows Hughes-Anderson Employee Stock Ownership Plan at $8M / 65 participants.

#7,003
in Manufacturing (18,722 peers)
+2.2%
assets growth YoY

Hughes-Anderson Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Hughes-Anderson Employee Stock Ownership Plan vs every filed plan by assets

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

$7,591,152 Top 47% higher than 53% 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

Hughes-Anderson 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. Hughes-Anderson Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hughes-Anderson Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • Hughes-Anderson Employee Stock Ownership Plan reported participants fell from 78 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Hughes-Anderson Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730795562 · Hughes-Anderson Heat Exchangers Inc PY 2023 · ESOP

Hughes-Anderson Employee Stock Ownership Plan · $8M · 65 · 53rd

  • TYPE $8M
  • TYPE 65
  • TYPE 53rd
  • TYPE ESOP
  • TYPE near Amwest Control, Inc. Employee Stock Ownership Plan
  • TYPE ind #7003

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 Oklahoma →

Hughes-Anderson Employee Stock Ownership Plan in the asset neighbourhood

Powerrail Team Employee Stock Ownership PlanPowerrail Team Employee Stoc…$8MOrr Company, Inc. Employee Stock Ownership Plan and Trust AgreementOrr Company, Inc. Employee S…$8MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$8MAmwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$8M
End-of-year total assets ($M) among Hughes-Anderson Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hughes-Anderson Heat Exchangers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hughes-Anderson Heat Exchangers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 10.218757642598394% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $19.7M $21.7M ▲ +10.2%
Year Plans Participants Total Assets
2022 2 188 $20M
2023 2 182 $22M
2024 2 182 $22M

Hughes-Anderson Heat Exchangers Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$162K
Employer EIN730795562
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Hughes-Anderson Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Hughes-Anderson Employee Stock Ownership Plan, Total assets ($M): 7.591152 · Participants: 65Hughes-Anderson Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Hughes-Anderson Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Hughes-Anderson Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Amwest Control, Inc. Employee Stock Ownership Plan in CO ($8M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

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 Hughes-Anderson Employee Stock Ownership Plan assets move in 2023? ▼
Hughes-Anderson Employee Stock Ownership Plan edged up modestly - up 2.2% during 2023, from $7M to $8M. Reported net income was $162K.
How have Hughes-Anderson Heat Exchangers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hughes-Anderson Heat Exchangers Inc's sponsor-wide assets grew 10.2%, from $20M to $22M.
Which ESOP plans are similar in size to Hughes-Anderson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amwest Control, Inc. Employee Stock Ownership Plan in CO ($8M, 31 participants).
Which ESOP plans cover a similar participant headcount to Hughes-Anderson Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants, $2M 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 730795562.

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.