ESOP · DOL Form 5500 · 2023

Bollman Hat Company ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
182
Participants Below avg headcount
74th
Percentile by assets National rank
$120,647
Avg per participant Near avg balance/head
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Official DOL plan name: Bollman Hat Company Employee Stock Ownership Plan · Sponsored by Bollman Hat Company · Pennsylvania · Manufacturing

$22M in assets, 182 participants

Bollman Hat Company's Bollman Hat Company Employee Stock Ownership Plan reported $22M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,106 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Bollman Hat Company Employee Stock Ownership Plan covers 182 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#12,106
in Manufacturing (18,722 peers)
-14.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bollman Hat Company Employee Stock Ownership Plan's outsized position by total assets

Bollman Hat Company Employee Stock Ownership Plan vs every filed plan by assets

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

$21,957,743 Top 26% higher than 74% 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

Bollman Hat Company 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. Bollman Hat Company Employee Stock Ownership Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bollman Hat Company Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Bollman Hat Company Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Bollman Hat Company Employee Stock Ownership Plan reported participants fell from 188 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231922616 · Bollman Hat Company PY 2023 · ESOP

Bollman Hat Company Employee Stock Ownership Plan · $22M · 182 · 74th

  • VS-ST $22M
  • VS-ST 182
  • VS-ST 74th
  • VS-ST ESOP
  • VS-ST near Ziebart International Corporation Employee Stock Ownership Plan
  • VS-ST ind #12106

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 Pennsylvania →

Bollman Hat Company Employee Stock Ownership Plan in the asset neighbourhood

Blue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$22MZiebart International Corporation Employee Stock Ownership PlanZiebart International Corpor…$22MAllen Agency Employee Stock Ownership PlanAllen Agency Employee Stock …$22MFirst Neighborhood Bancshares, Inc. Employee Stock Ownership PlanFirst Neighborhood Bancshare…$22MBollman Hat Company Employee Stock Ownership PlanBollman Hat Company Employee…$22M
End-of-year total assets ($M) among Bollman Hat Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN231922616
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bollman Hat Company)

Sponsor-wide plan assets over time

All Bollman Hat Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.77909130939187% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $33.8M $21.7M ▼ -35.8%
Year Plans Participants Total Assets
2022 2 425 $34M
2023 2 482 $32M
2024 2 376 $22M

Nearby ESOP Plans in Pennsylvania

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

Bollman Hat Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bollman Hat Company Employee Stock Ownership Plan, Total assets ($B): 0.021957743 · Participants: 182Bollman Hat Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Bollman Hat Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bollman Hat Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Ziebart International Corporation Employee Stock Ownership Plan in MI ($22M); by covered participants it is Sps New England, Inc. Employee Stock Ownership Plan in MA (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Bollman Hat Company Employee Stock Ownership Plan assets move in 2023? ▼
Bollman Hat Company Employee Stock Ownership Plan pulled back noticeably - down 14.0% during 2023, from $26M to $22M. Reported net income was -$3M.
How have Bollman Hat Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bollman Hat Company's sponsor-wide assets declined 35.8%, from $34M to $22M.
Which ESOP plans are similar in size to Bollman Hat Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ziebart International Corporation Employee Stock Ownership Plan in MI ($22M, 91 participants).
Which ESOP plans cover a similar participant headcount to Bollman Hat Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sps New England, Inc. Employee Stock Ownership Plan in MA (182 participants, $19M 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 231922616.

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.