ESOP · DOL Form 5500 · 2023
Bollman Hat Company ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 182
- Participants
- 74th
- Percentile by assets
- $120,647
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $22M
- total plan assets (2023 EOY)
- 182
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $120,647
- avg assets per participant
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.
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Bollman Hat Company Employee Stock Ownership Plan reports 182 participants - about 22% of that state average ($22M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 231922616 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bollman Hat Company)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bollman Hat Company Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bollman Hat Company Employee Stock Ownership Plan assets move in 2023? ▼
How have Bollman Hat Company plan assets changed over time? ▼
Which ESOP plans are similar in size to Bollman Hat Company Employee Stock Ownership Plan? ▼
Next read for Bollman Hat Company Employee Stock Owner…
Filing takeaways
Ways to act on Bollman Hat Company Employee Stock Ownership Plan's numbers.
- By total assets, Bollman Hat Company 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 Pennsylvania. Compare plans
- Bollman Hat Company's sponsor-wide assets have declined 35.8% since 2022 across 3 plan years on file. More Manufacturing plans