ESOP · DOL Form 5500 · 2023

Agri-Power, Inc. ESOP

Data updated 2026-08-25

$105M
Total assets Near avg plan size
489
Participants Below avg headcount
92nd
Percentile by assets National rank
$214,074
Avg per participant Above avg balance/head
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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.

  • #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.

#8,015
in Retail Trade (8,414 peers)
+26.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

H & R Agri-Power Employee Stock Ownership Plan's outsized position by total assets

H & R Agri-Power Employee Stock Ownership Plan vs every filed plan by assets

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

$104,682,343 Top 8% higher than 92% 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

H & R Agri-Power 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. H & R Agri-Power Employee Stock Ownership Plan sits mid-pack in the medium band (489 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611174505 · Agri-Power, Inc. PY 2023 · ESOP

H & R Agri-Power Employee Stock Ownership Plan · $105M · 489 · 92nd

  • NET $105M
  • BOOK 489
  • VS-ST 92nd
  • BOY ESOP
  • SCH near Ccmsi Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #8015

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 Kentucky →

H & R Agri-Power Employee Stock Ownership Plan in the asset neighbourhood

Hercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$106MH & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$105MCcmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$104MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$104MFirst National Capital Corporation Employee Stock Ownership PlanFirst National Capital Corpo…$103M
End-of-year total assets ($M) among H & R Agri-Power Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$92M
Net Income$23M
Employer EIN611174505
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agri-Power, Inc.)

Sponsor-wide plan assets over time

All Agri-Power, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 32.84403778990458% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $100M $133M ▲ +32.8%
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 Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants H & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership PlanP.L. Marketing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.093095278 · Participants: 1226P.L. Marketing, Inc. Employee Stock Ownership Plan
H & R Agri-Power Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare H & R Agri-Power Employee Stock Ownership Plan side-by-side with 3 peers →

H & R Agri-Power Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL ($104M); by covered participants it is Commercial Contracting Corporation Employee Stock Ownership Plan in MI (489 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 H & R Agri-Power Employee Stock Ownership Plan assets move in 2023? ▼
H & R Agri-Power Employee Stock Ownership Plan grew sharply - up 26.9% during 2023, from $82M to $105M. Reported net income was $23M.
How have Agri-Power, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agri-Power, Inc.'s sponsor-wide assets grew 32.8%, from $100M to $133M.
Where does H & R Agri-Power Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
H & R Agri-Power Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to H & R Agri-Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL ($104M, 1,282 participants).
Which ESOP plans cover a similar participant headcount to H & R Agri-Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commercial Contracting Corporation Employee Stock Ownership Plan in MI (489 participants, $63M 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 611174505.

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.