ESOP · DOL Form 5500 · 2023

Holden Industries, Inc ESOP

Data updated 2026-08-11

$217M
Total assets: 1,291
Participants: 95th
Percentile by assets: $168,410
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$217M
total plan assets (2023 EOY): 1,291
covered participants: 95th
percentile by assets (of 127,072 plans): $168,410
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

Illinois

Industry

Management of Enterprises

Holden Industries, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Holden Industries, Inc. Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Holden Industries, Inc plans on file

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.

Holden Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

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

Compare Holden Industries, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Holden Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Litehouse, Inc. Employee Stock Ownership Plan (ID) $218M · 1,130
Pace Supply Corporation Employee Stock Ownership Plan (CA) $218M · 1,148
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan (NE) $218M · 65
Pima Medical Institute Employee Stock Ownership Plan (AZ) $216M · 1,057

Frequently Asked Questions

How did Holden Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Holden Industries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.7% during 2023, from $252M to $217M. Reported net income was -$35M.

How have Holden Industries, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Holden Industries, Inc's sponsor-wide assets declined 8.1%, from $314M to $288M.

Where does Holden Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Holden Industries, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Holden Industries, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Litehouse, Inc. Employee Stock Ownership Plan in ID ($218M, 1,130 participants).

Next read for Holden Industries, Inc. Employee Stock O…

Scale reading

Ways to act on Holden Industries, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Holden Industries, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
Holden Industries, Inc's sponsor-wide assets have declined 8.1% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 200876409.