ESOP · DOL Form 5500 · 2023

HCR ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
502
Participants Below avg headcount
56th
Percentile by assets National rank
$17,995
Avg per participant Low balance/head
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Official DOL plan name: Hcr Employee Stock Ownership Plan · Sponsored by HCR · New York · Healthcare & Social Assistance

$9M in assets, 502 participants

HCR's Hcr Employee Stock Ownership Plan reported $9M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,972 in Healthcare & Social Assistance (17,684 peers)

HCR multi-year trail

HCR's plans moved +14.3% in assets from 2022 to 2024; this filing shows Hcr Employee Stock Ownership Plan at $9M / 502 participants.

#10,972
in Healthcare & Social Assistance (17,684 peers)
-10.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hcr Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hcr Employee Stock Ownership Plan vs every filed plan by assets

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

$9,033,252 Top 44% higher than 56% 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

Hcr 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. Hcr Employee Stock Ownership Plan sits mid-pack in the medium band (502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hcr Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Hcr Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hcr Employee Stock Ownership Plan reported participants rose from 493 in the plan year 2022 filing to 502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161108008 · HCR PY 2023 · ESOP

Hcr Employee Stock Ownership Plan · $9M · 502 · 56th

  • SCH $9M
  • EBSA 502
  • PART 56th
  • TYPE ESOP
  • NET near Cai Employee Stock Ownership Plan
  • BOOK ind #10972

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 New York →

Hcr Employee Stock Ownership Plan in the asset neighbourhood

Hcr Employee Stock Ownership PlanHcr Employee Stock Ownership…$9MCai Employee Stock Ownership PlanCai Employee Stock Ownership…$9MWang Technology Employee Stock Ownership PlanWang Technology Employee Sto…$9MMsa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$9MContegra Employee Stock Ownership PlanContegra Employee Stock Owne…$9M
End-of-year total assets ($M) among Hcr Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

HCR multi-year asset trail

Sponsor-wide plan assets over time

All HCR plans reported in each filing year

Latest sponsor-wide plan assets
$26M 14.328578992531755% vs 2022
2024 filing year
$22M$23M$24M$25M$26M$27M 202220232024 $23.1M $26.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 1,188 $23M
2023 2 1,159 $25M
2024 2 1,129 $26M

HCR filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN161108008
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Hcr Employee Stock Ownership Plan, Total assets ($M): 9.033252 · Participants: 502Hcr Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Hcr Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Cai Employee Stock Ownership Plan in VA ($9M); by covered participants it is Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in UT (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 Hcr Employee Stock Ownership Plan assets move in 2023? ▼
Hcr Employee Stock Ownership Plan pulled back noticeably - down 10.4% during 2023, from $10M to $9M. Reported net income was -$1M.
How have HCR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HCR's sponsor-wide assets grew 14.3%, from $23M to $26M.
Which ESOP plans are similar in size to Hcr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cai Employee Stock Ownership Plan in VA ($9M, 26 participants).
Which ESOP plans cover a similar participant headcount to Hcr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in UT (501 participants, $104M 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 161108008.

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.