ESOP · DOL Form 5500 · 2023
Agri-Power, Inc. ESOP
Data updated 2026-08-11
- $105M
- Total assets
- 489
- Participants
- 92nd
- Percentile by assets
- $214,074
- Avg per participant
Official DOL plan name: H & R Agri-Power Employee Stock Ownership Plan · Sponsored by Agri-Power, Inc. · Kentucky · Retail Trade
$105M in assets, 489 participants
Agri-Power, Inc.'s H & R Agri-Power Employee Stock Ownership Plan reported $105M in total assets and 489 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.
- 92nd percentile by assets (of 127,072 plans)
- #8,015 in Retail Trade (8,414 peers)
Where H & R Agri-Power Employee Stock Ownership Plan sits by assets
H & R Agri-Power Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $105M for 489 participants (~$214,074/participant), up 26.9% in 2023.
- $105M
- total plan assets (2023 EOY)
- 489
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $214,074
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H & R Agri-Power Employee Stock Ownership Plan end-of-year assets rose from $82M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- H & R Agri-Power Employee Stock Ownership Plan reported participants rose from 444 in the plan year 2022 filing to 489 in the plan year 2023 filing.
- H & R Agri-Power Employee Stock Ownership Plan reported net income rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.
H & R Agri-Power Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, H & R Agri-Power Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $23M |
| Employer EIN | 611174505 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agri-Power, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 992 | $100M |
| 2023 | 2 | 1,041 | $126M |
| 2024 | 2 | 1,095 | $133M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
H & R Agri-Power Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
- P.L. Marketing, Inc. Employee Stock Ownership Plan $93M · 1,226
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to H & R Agri-Power Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for H & R Agri-Power Employee Stock Ownershi…
Scale reading
Ways to act on H & R Agri-Power Employee Stock Ownership Plan's numbers.
- By total assets, H & R Agri-Power Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Agri-Power, Inc.'s sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Retail Trade plans