ESOP · DOL Form 5500 · 2023

Jackson Wholesale Hardware Co ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
93
Participants Small participant base
69th
Percentile by assets National rank
$176,022
Avg per participant Above avg balance/head
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Official DOL plan name: Hci Supply Employee Stock Ownership Plan · Sponsored by Jackson Wholesale Hardware Co · Tennessee · Wholesale Trade

$16M in assets, 93 participants

Jackson Wholesale Hardware Co's Hci Supply Employee Stock Ownership Plan reported $16M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,053 in Wholesale Trade (6,309 peers)

Jackson Wholesale Hardware Co multi-year trail

Jackson Wholesale Hardware Co's plans moved +38.1% in assets from 2022 to 2024; this filing shows Hci Supply Employee Stock Ownership Plan at $16M / 93 participants.

#4,053
in Wholesale Trade (6,309 peers)
+25.1%
assets growth YoY

Hci Supply Employee Stock Ownership Plan's outsized position by total assets

Hci Supply Employee Stock Ownership Plan vs every filed plan by assets

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

$16,370,060 Top 31% higher than 69% 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

Hci Supply Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hci Supply Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hci Supply Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hci Supply Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Hci Supply Employee Stock Ownership Plan reported participants rose from 88 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620993378 · Jackson Wholesale Hardware Co PY 2023 · ESOP

Hci Supply Employee Stock Ownership Plan · $16M · 93 · 69th

  • PHOTO $16M
  • IND 93
  • EOY 69th
  • 5500 ESOP
  • ASSETS near Theory Wellness, Inc. Employee Stock Ownership Plan
  • PCT ind #4053

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 Tennessee →

Hci Supply Employee Stock Ownership Plan in the asset neighbourhood

Theory Wellness, Inc. Employee Stock Ownership PlanTheory Wellness, Inc. Employ…$16MHci Supply Employee Stock Ownership PlanHci Supply Employee Stock Ow…$16MPmf Industries, Inc. Employee Stock Ownership PlanPmf Industries, Inc. Employe…$16MThe Party Source Employee Stock Ownership PlanThe Party Source Employee St…$16MFit Technologies, Inc. Employee Stock Ownership PlanFit Technologies, Inc. Emplo…$16M
End-of-year total assets ($M) among Hci Supply Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jackson Wholesale Hardware Co multi-year asset trail

Sponsor-wide plan assets over time

All Jackson Wholesale Hardware Co plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.121336898395725% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.1M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 88 $13M
2023 1 93 $16M
2024 1 104 $18M

Jackson Wholesale Hardware Co filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$19M
Net Income$4M
Employer EIN620993378
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Hci Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Hci Supply Employee Stock Ownership Plan, Total assets ($M): 16.37006 · Participants: 93Hci Supply Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Hci Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Hci Supply Employee Stock Ownership Plan side-by-side with 3 peers →

Hci Supply Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Theory Wellness, Inc. Employee Stock Ownership Plan in MA ($16M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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.

Frequently Asked Questions

How did Hci Supply Employee Stock Ownership Plan assets move in 2023? ▼
Hci Supply Employee Stock Ownership Plan grew sharply - up 25.1% during 2023, from $13M to $16M. Reported net income was $4M.
How have Jackson Wholesale Hardware Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Wholesale Hardware Co's sponsor-wide assets grew 38.1%, from $13M to $18M.
Which ESOP plans are similar in size to Hci Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Theory Wellness, Inc. Employee Stock Ownership Plan in MA ($16M, 260 participants).
Which ESOP plans cover a similar participant headcount to Hci Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (93 participants, $83M 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 620993378.

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.