ESOP · DOL Form 5500 · 2023

Hunter-Davisson Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
102
Participants Small participant base
48th
Percentile by assets National rank
$57,941
Avg per participant Low balance/head
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Official DOL plan name: Hunter-Davisson, Inc. Employee Stock Ownership Plan · Sponsored by Hunter-Davisson Inc · Oregon · Construction

$6M in assets, 102 participants

Hunter-Davisson Inc's Hunter-Davisson, Inc. Employee Stock Ownership Plan reported $6M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,134 in Construction (9,030 peers)

Coverage in Oregon

Hunter-Davisson, Inc. Employee Stock Ownership Plan covers 102 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#4,134
in Construction (9,030 peers)
+82.4%
assets growth YoY

Hunter-Davisson, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Hunter-Davisson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,910,000 48th percentile higher than 48% 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

Hunter-Davisson, Inc. 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. Hunter-Davisson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hunter-Davisson, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hunter-Davisson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hunter-Davisson, Inc. Employee Stock Ownership Plan reported participants fell from 105 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930549473 · Hunter-Davisson Inc PY 2023 · ESOP

Hunter-Davisson, Inc. Employee Stock Ownership Plan · $6M · 102 · 48th

  • EOY $6M
  • EOY 102
  • EOY 48th
  • EOY ESOP
  • EOY near Pool Covers, Inc. Employee Stock Ownership Trust
  • EOY ind #4134

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 Oregon →

Hunter-Davisson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & TrustShalley-Dibble, Inc. Dba the…$6MHunter-Davisson, Inc. Employee Stock Ownership PlanHunter-Davisson, Inc. Employ…$6MPool Covers, Inc. Employee Stock Ownership TrustPool Covers, Inc. Employee S…$6MZurier Company of San Francisco, Inc. Employee Stock Ownership Plan & TrustZurier Company of San Franci…$6MZurier Company of San Francisco, Inc. Employee Stock Ownership Plan & TrustZurier Company of San Franci…$6M
End-of-year total assets ($M) among Hunter-Davisson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$519K
Net Income$3M
Employer EIN930549473
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hunter-Davisson Inc)

Sponsor-wide plan assets over time

All Hunter-Davisson Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26M 54.95535117630431% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26.2M ▲ +54.9%
Year Plans Participants Total Assets
2022 2 230 $17M
2023 2 223 $22M
2024 2 253 $26M

Nearby ESOP Plans in Oregon

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

Hunter-Davisson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Hunter-Davisson, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.91 · Participants: 102Hunter-Davisson, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Hunter-Davisson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Hunter-Davisson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hunter-Davisson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Pool Covers, Inc. Employee Stock Ownership Trust in CA ($6M); by covered participants it is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Hunter-Davisson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hunter-Davisson, Inc. Employee Stock Ownership Plan surged - up 82.4% during 2023, from $3M to $6M. Reported net income was $3M.
How have Hunter-Davisson Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hunter-Davisson Inc's sponsor-wide assets grew 55.0%, from $17M to $26M.
Which ESOP plans are similar in size to Hunter-Davisson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pool Covers, Inc. Employee Stock Ownership Trust in CA ($6M, 48 participants).
Which ESOP plans cover a similar participant headcount to Hunter-Davisson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants, $5M 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 930549473.

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.