ESOP · DOL Form 5500 · 2023

Hillerich & Bradsby Co. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$390,049
Avg per participant High balance/head
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Official DOL plan name: Hillerich & Bradsby Co. Employee Stock Ownership Plan · Sponsored by Hillerich & Bradsby Co. · Kentucky · Manufacturing

$2M in assets, 5 participants

Hillerich & Bradsby Co.'s Hillerich & Bradsby Co. Employee Stock Ownership Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,764 in Manufacturing (18,722 peers)

What the 2023 filing shows

Hillerich & Bradsby Co. Employee Stock Ownership Plan holds $2M for 5 participants - about $390,049 per participant, in the lower half of filed plans by assets.

#2,764
in Manufacturing (18,722 peers)
+3.0%
assets growth YoY

Hillerich & Bradsby Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Hillerich & Bradsby Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,950,245 30th percentile higher than 30% 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

Hillerich & Bradsby Co. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillerich & Bradsby Co. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillerich & Bradsby Co. Employee Stock Ownership Plan reported net income rose from -$23K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Hillerich & Bradsby Co. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610225940 · Hillerich & Bradsby Co. PY 2023 · ESOP

Hillerich & Bradsby Co. Employee Stock Ownership Plan · $2M · 5 · 30th

  • 5500 $2M
  • 5500 5
  • 5500 30th
  • 5500 ESOP
  • 5500 near Nautilus Entertainment Design Employee Stock Ownership Plan
  • 5500 ind #2764

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 Kentucky →

Hillerich & Bradsby Co. Employee Stock Ownership Plan in the asset neighbourhood

Electronic Services Corporation Employee Stock Ownership PlanElectronic Services Corporat…$2MHillerich & Bradsby Co. Employee Stock Ownership PlanHillerich & Bradsby Co. Empl…$2MNautilus Entertainment Design Employee Stock Ownership PlanNautilus Entertainment Desig…$2MMaco Bag Corporation Employee Stock Ownership Plan and TrustMaco Bag Corporation Employe…$2MRice Associates, Inc. Employee Stock Ownership PlanRice Associates, Inc. Employ…$2M
End-of-year total assets ($M) among Hillerich & Bradsby Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$34K
Employer EIN610225940
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillerich & Bradsby Co.)

Sponsor-wide plan assets over time

All Hillerich & Bradsby Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.9916014327126343% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.1M $11.4M ▲ +2.0%
Year Plans Participants Total Assets
2022 3 132 $11M
2023 2 102 $10M
2024 2 109 $11M

Nearby ESOP Plans in Kentucky

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

Hillerich & Bradsby Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Hillerich & Bradsby Co. Employee Stock Ownership Plan, Total assets ($B): 0.001950245 · Participants: 5Hillerich & Bradsby Co. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Hillerich & Bradsby Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Hillerich & Bradsby Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Hillerich & Bradsby Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Nautilus Entertainment Design Employee Stock Ownership Plan in CA ($2M); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Hillerich & Bradsby Co. Employee Stock Ownership Plan assets move in 2023? ▼
Hillerich & Bradsby Co. Employee Stock Ownership Plan edged up modestly - up 3.0% during 2023, from $2M to $2M. Reported net income was $34K.
How have Hillerich & Bradsby Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillerich & Bradsby Co.'s sponsor-wide assets grew 2.0%, from $11M to $11M.
Which ESOP plans are similar in size to Hillerich & Bradsby Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nautilus Entertainment Design Employee Stock Ownership Plan in CA ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to Hillerich & Bradsby Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 610225940.

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.