ESOP · DOL Form 5500 · 2023
Hercules Industries, Inc. ESOP
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 444
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $239,438
- Avg per participant Above avg balance/head
Official DOL plan name: Hercules Industries, Inc. Employee Stock Ownership Plan · Sponsored by Hercules Industries, Inc. · Colorado · Wholesale Trade
$106M in assets, 444 participants
Hercules Industries, Inc.'s Hercules Industries, Inc. Employee Stock Ownership Plan reported $106M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,883 in Wholesale Trade (6,309 peers)
Where Hercules Industries, Inc. Employee Stock Ownership Plan sits by assets
Hercules Industries, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $106M for 444 participants (~$239,438/participant), up 4.9% in 2023.
- #5,883
- in Wholesale Trade (6,309 peers)
- +4.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hercules Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Hercules Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,310,439 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hercules Industries, Inc. 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. Hercules Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hercules Industries, Inc. Employee Stock Ownership Plan reported net income fell from $34M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Hercules Industries, Inc. Employee Stock Ownership Plan reported participants rose from 395 in the plan year 2022 filing to 444 in the plan year 2023 filing.
- Hercules Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $101M in the plan year 2022 filing to $106M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 840516481 · Hercules Industries, Inc. PY 2023 · ESOP
Hercules Industries, Inc. Employee Stock Ownership Plan · $106M · 444 · 92nd
- BOY $106M
- BOY 444
- BOY 92nd
- BOY ESOP
- BOY near Taylor-Listug, Inc. Employee Stock Ownership Plan
- BOY ind #5883
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 Colorado →
Hercules Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 840516481 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hercules Industries, Inc.)
Sponsor-wide plan assets over time
All Hercules Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 12.924662587907415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 798 | $123M |
| 2023 | 2 | 875 | $133M |
| 2024 | 2 | 930 | $139M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Tuff Shed, Inc. Employee Stock Ownership Plan $92M · 1,490
Hercules Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Taylor-Listug, Inc. Employee Stock Ownership Plan in CA ($106M); by covered participants it is New River Electrical Corporation Employee Stock Ownership Plan in VA (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Taylor-Listug, Inc. Employee Stock Ownership Plan (CA) $106M · 1,096
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan (CA) $106M · 84
- Amboy Bancorporation Employee Stock Ownership Plan (NJ) $107M · 193
- Fairway Independent Mortgage Corporation Employee Stock Ownership (WI) $107M · 7,128
Similar participant headcount
Nearest other-state filings by covered participants (444 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.