ESOP · DOL Form 5500 · 2023

Houchens Industries, Inc. ESOP

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
6,764
Participants Above avg headcount
99th
Percentile by assets National rank
$343,838
Avg per participant High balance/head
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Official DOL plan name: Houchens Industries, Inc. Employee Stock Ownership Plan · Sponsored by Houchens Industries, Inc. · Kentucky · Retail Trade

$2.3B in assets, 6,764 participants

Houchens Industries, Inc.'s Houchens Industries, Inc. Employee Stock Ownership Plan reported $2.3B in total assets and 6,764 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,381 in Retail Trade (8,414 peers)

Coverage in Kentucky

Houchens Industries, Inc. Employee Stock Ownership Plan covers 6,764 participants in Kentucky, 10x the typical Kentucky plan (state average ~647 per filing). Assets: $2.3B.

#8,381
in Retail Trade (8,414 peers)
+12.6%
assets growth YoY
23×
vs typical plan assets (national mean)

Houchens Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Houchens Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,325,722,921 Top 1% higher than 99% 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

Houchens Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houchens Industries, Inc. Employee Stock Ownership Plan lands in the large band (6,764 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houchens Industries, Inc. Employee Stock Ownership Plan reported net income rose from $143M in the plan year 2022 filing to $212M in the plan year 2023 filing.
  • Houchens Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
  • Houchens Industries, Inc. Employee Stock Ownership Plan reported participants rose from 6,338 in the plan year 2022 filing to 6,764 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202505350 · Houchens Industries, Inc. PY 2023 · ESOP

Houchens Industries, Inc. Employee Stock Ownership Plan · $2.3B · 6,764 · 99th

  • PART $2.3B
  • PART 6,764
  • PART 99th
  • PART ESOP
  • PART near Jasper Holdings, Inc Employee Stock Ownership Plan and Trust
  • PART ind #8381

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 →

Houchens Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanSchweitzer Engineering Labor…$3.0BHouchens Industries, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Em…$2.3BJasper Holdings, Inc Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employe…$1.9BW.L. Gore & Associates, Inc. Restated Associate Stock Ownership PlanW.L. Gore & Associates, Inc.…$1.9BThe Garland Industries, Inc. Employee Stock Ownership Plan & TrustThe Garland Industries, Inc.…$1.7B
End-of-year total assets ($B) among Houchens Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.0B
Net Income$212M
Employer EIN202505350
Plan Effective Date1961-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Houchens Industries, Inc.)

Sponsor-wide plan assets over time

All Houchens Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 27.860618133629817% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.06B $2.64B ▲ +28.2%
Year Plans Participants Total Assets
2022 1 6,338 $2.1B
2023 1 6,764 $2.3B
2024 1 7,785 $2.6B

Nearby ESOP Plans in Kentucky

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

Houchens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Houchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($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 PlanP.L. Marketing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.093095278 · Participants: 1226P.L. Marketing, Inc. Employee Stock Ownership Plan
Houchens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Houchens Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Houchens Industries, Inc. Employee Stock Ownership Plan

Houchens Industries, Inc. Employee Stock Ownership Plan reports $2.3B in end-of-year assets across 6,764 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $343,838 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $212M.

This plan identity (EIN 202505350, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.6B (+27.9%) while covered participants moved from 6,338 to 7,785 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,338 $2.1B Open filing
2023 6,764 $2.3B This page
2024 · index core 7,785 $2.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Kentucky, the nearest ESOP by assets is Jasper Holdings, Inc Employee Stock Ownership Plan and Trust in IN ($1.9B); by covered participants it is Nvr, Inc. Employee Stock Ownership Plan in VA (6,866 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,764 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 Houchens Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Houchens Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2023, from $2.1B to $2.3B. Reported net income was $212M.
How have Houchens Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houchens Industries, Inc.'s sponsor-wide assets grew 27.9%, from $2.1B to $2.6B.
Where does Houchens Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Houchens Industries, Inc. Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Houchens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jasper Holdings, Inc Employee Stock Ownership Plan and Trust in IN ($1.9B, 3,535 participants).
Which ESOP plans cover a similar participant headcount to Houchens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nvr, Inc. Employee Stock Ownership Plan in VA (6,866 participants, $1.2B 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 202505350.

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.