ESOP · DOL Form 5500 · 2023
Hamilton-Ryker Group, Inc. ESOP
Data updated 2026-08-25
- $748K
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $5,057
- Avg per participant Low balance/head
Official DOL plan name: Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan · Sponsored by Hamilton-Ryker Group, Inc. · Tennessee · Administrative & Support Services
$748K in assets, 148 participants
Hamilton-Ryker Group, Inc.'s Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan reported $748K in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,897 in Administrative & Support Services (4,372 peers)
Coverage in Tennessee
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan covers 148 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $748K.
- #1,897
- in Administrative & Support Services (4,372 peers)
- -82.5%
- 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.
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$748,486 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hamilton-Ryker Group, 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. Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $748K in the plan year 2023 filing.
- Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan reported participants fell from 164 in the plan year 2022 filing to 148 in the plan year 2023 filing.
DOL schedule card
Filing strip 621859623 · Hamilton-Ryker Group, Inc. PY 2023 · ESOP
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan · $748K · 148 · 21st
- EBSA $748K
- PART 148
- TYPE 21st
- NET ESOP
- BOOK near Americana Building Products, Inc. Employee Stock Ownership Plan
- VS-ST ind #1897
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 Tennessee →
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$3M |
| Employer EIN | 621859623 |
| Plan Effective Date | 2011-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamilton-Ryker Group, Inc.)
Sponsor-wide plan assets over time
All Hamilton-Ryker Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.351270104205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,035 | $5M |
| 2023 | 2 | 1,875 | $2M |
| 2024 | 2 | 1,475 | $2M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Americana Building Products, Inc. Employee Stock Ownership Plan in IL ($749K); by covered participants it is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($748K here).
Similar participant headcount
Nearest other-state filings by covered participants (148 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.