ESOP · DOL Form 5500 · 2023

The Bradford Hammacher Group, Inc. ESOP

Data updated 2026-08-11

$16M
Total assets
669
Participants
69th
Percentile by assets
$24,233
Avg per participant
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Official DOL plan name: The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan · Sponsored by The Bradford Hammacher Group, Inc. · Illinois · Retail Trade

$16M in assets, 669 participants

The Bradford Hammacher Group, Inc.'s The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan reported $16M in total assets and 669 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.

  • 69th percentile by assets (of 127,072 plans)
  • #6,683 in Retail Trade (8,414 peers)

The Bradford Hammacher Group, Inc. multi-year trail

The Bradford Hammacher Group, Inc.'s plans moved -24.9% in assets from 2022 to 2024; this filing shows The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan at $16M / 669 participants.

$16M
total plan assets (2023 EOY)
669
covered participants
69th
percentile by assets (of 127,072 plans)
$24,233
avg assets per participant

Where The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan sits by total assets

The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,212,114 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan reported net income rose from -$50M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

The Bradford Hammacher Group, Inc. across 3 plan years on file

Across the 3 plan years The Bradford Hammacher Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $4M, a decline of 24.9%, while reported participants moved from 675 to 593 (-12.1%). Peak year by sponsor assets: 2023 ($16M); trough: 2024 ($4M).

The Bradford Hammacher Group, Inc. multi-year asset trail

$0M$5M$10M$15M$20M 202220232024 $5.33M $4M ▼ -25.0%
Total plan assets by year, all The Bradford Hammacher Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 675 $5M
2023 1 669 $16M
2024 1 593 $4M

The Bradford Hammacher Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$61M
Net Income$13M
Employer EIN510370495
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants The Bradford Hammach…Amsted Industries In…Kehe Distributors, I…Scot Forge Company E…Bdo USA Employee Sto…Bdo USA Employee Sto…
The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan assets move in 2023?
The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan surged - up 204.1% during 2023, from $5M to $16M. Reported net income was $13M.
How have The Bradford Hammacher Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bradford Hammacher Group, Inc.'s sponsor-wide assets declined 24.9%, from $5M to $4M.
Which ESOP plans are similar in size to The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Performance Validation Employee Stock Ownership Plan in IN ($16M, 87 participants).

Next read for The Bradford Hammacher Group, Inc. Emplo…

Multi-year trail

Ways to act on The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • The Bradford Hammacher Group, Inc.'s sponsor-wide assets have declined 24.9% since 2022 across 3 plan years on file. More Retail Trade plans