ESOP · DOL Form 5500 · 2023
Holden Industries, Inc ESOP
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 1,291
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $168,410
- Avg per participant Above avg balance/head
Official DOL plan name: Holden Industries, Inc. Employee Stock Ownership Plan · Sponsored by Holden Industries, Inc · Illinois · Management of Enterprises
$217M in assets, 1,291 participants
Holden Industries, Inc's Holden Industries, Inc. Employee Stock Ownership Plan reported $217M in total assets and 1,291 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #951 in Management of Enterprises (1,137 peers)
Where Holden Industries, Inc. Employee Stock Ownership Plan sits by assets
Holden Industries, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $217M for 1,291 participants (~$168,410/participant), down 13.7% in 2023.
- #951
- in Management of Enterprises (1,137 peers)
- -13.7%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holden Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Holden Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$217,417,813 Top 5% higher than 95% 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
Holden Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holden Industries, Inc. Employee Stock Ownership Plan lands in the large band (1,291 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holden Industries, Inc. Employee Stock Ownership Plan reported net income fell from -$22M in the plan year 2022 filing to -$35M in the plan year 2023 filing.
- Holden Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $252M in the plan year 2022 filing to $217M in the plan year 2023 filing.
- Holden Industries, Inc. Employee Stock Ownership Plan reported participants rose from 1,146 in the plan year 2022 filing to 1,291 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200876409 · Holden Industries, Inc PY 2023 · ESOP
Holden Industries, Inc. Employee Stock Ownership Plan · $217M · 1,291 · 95th
- VS-ST $217M
- VS-ST 1,291
- VS-ST 95th
- VS-ST ESOP
- VS-ST near Litehouse, Inc. Employee Stock Ownership Plan
- VS-ST ind #951
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 Illinois →
Holden Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | -$35M |
| Employer EIN | 200876409 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holden Industries, Inc)
Sponsor-wide plan assets over time
All Holden Industries, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 8.127173775343298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,259 | $314M |
| 2023 | 2 | 2,528 | $294M |
| 2024 | 2 | 2,561 | $288M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Holden Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Litehouse, Inc. Employee Stock Ownership Plan in ID ($218M); by covered participants it is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,291 participants); asset peers above are excluded.
- Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan (CT) 1,288 · 3 off
- Locke Supply Co. Employee Stock Ownership Plan (OK) 1,300 · 9 off
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) 1,305 · 14 off
- Page Southerland Page, Inc. Employee Stock Ownership Plan (TX) 1,271 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.