ESOP · DOL Form 5500 · 2023
Humphrey & Associates Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 374
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $12,767
- Avg per participant Low balance/head
Official DOL plan name: The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · Sponsored by Humphrey & Associates Inc. · Texas · Construction
$5M in assets, 374 participants
Humphrey & Associates Inc.'s The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported $5M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,748 in Construction (9,030 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 $5M / 374 participants.
- #3,748
- in Construction (9,030 peers)
- +3.0%
- 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 2023 · DOL Form 5500
$4,774,978 43rd percentile higher than 43% 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
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. 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. The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. sits mid-pack in the medium band (374 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported net income fell from $880K in the plan year 2022 filing to $220K in the plan year 2023 filing.
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 741907160 · Humphrey & Associates Inc. PY 2023 · ESOP
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · $5M · 374 · 43rd
- 5500 $5M
- 5500 374
- 5500 43rd
- 5500 ESOP
- 5500 near Gartland Foundry Company Inc. Employee Stock Ownership Plan
- 5500 ind #3748
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 806 | $45M |
| 2023 | 4 | 1,175 | $63M |
| 2024 | 2 | 790 | $59M |
Humphrey & Associates Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $220K |
| Employer EIN | 741907160 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
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 Gartland Foundry Company Inc. Employee Stock Ownership Plan in IN ($5M); by covered participants it is Pridgeon & Clay, Inc Employee Stock Ownership Plan in MI (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (374 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.