ESOP · DOL Form 5500 · 2022

Humphrey & Associates Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
376
Participants Below avg headcount
58th
Percentile by assets National rank
$18,962
Avg per participant Low balance/head
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Official DOL plan name: The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · Sponsored by Humphrey & Associates Inc. · Texas · Construction

$7M in assets, 376 participants

Humphrey & Associates Inc.'s The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported $7M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,714 in Construction (9,927 peers)

Humphrey & Associates Inc. multi-year trail

Humphrey & Associates Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. at $7M / 376 participants.

#5,714
in Construction (9,927 peers)
+14.3%
assets growth YoY

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.'s mid-pack asset rank among Construction and all filers

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,129,779 Top 42% higher than 58% of 139,123 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 2022

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. sits mid-pack in the medium band (376 participants).

Published 5500 schedule card

Filing strip 741907160 · Humphrey & Associates Inc. PY 2022 · ESOP

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · $7M · 376 · 58th

  • EIN $7M
  • RANK 376
  • PHOTO 58th
  • IND ESOP
  • EOY near Lincoln Builders, Inc. Employee Stock Ownership Plan
  • 5500 ind #5714

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 Texas →

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. in the asset neighbourhood

American Asphalt Company, Inc. Employee Stock Ownership PlanAmerican Asphalt Company, In…$7MThe Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$7MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$7MRaulli & Sons, Inc. Employee Stock Ownership PlanRaulli & Sons, Inc. Employee…$7MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7M
End-of-year total assets ($M) among The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Humphrey & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Humphrey & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 30.78504882133345% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.4M $59.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 806 $45M
2023 4 1,175 $63M
2024 2 790 $59M

Humphrey & Associates Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$880K
Employer EIN741907160
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc., Total assets ($B): 0.007129779 · Participants: 376The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.Sammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. vs. nearby ESOP plans in Texas, assets vs. participants
Compare The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. side-by-side with 3 peers →

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($7M); by covered participants it is Greenbee Employee Stock Ownership Plan in CA (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. assets move in 2022? ▼
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. grew at a solid clip - up 14.3% during 2022, from $6M to $7M. Reported net income was $880K.
How have Humphrey & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humphrey & Associates Inc.'s sponsor-wide assets grew 30.8%, from $45M to $59M.
Which ESOP plans are similar in size to The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($7M, 79 participants).
Which ESOP plans cover a similar participant headcount to The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Greenbee Employee Stock Ownership Plan in CA (376 participants, $73M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741907160.

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.