ESOP · DOL Form 5500 · 2023
Houchens Industries, Inc. ESOP
Data updated 2026-08-11
- $2.3B
- Total assets
- 6,764
- Participants
- 99th
- Percentile by assets
- $343,838
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $2.3B
- total plan assets (2023 EOY)
- 6,764
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $343,838
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Houchens Industries, Inc. Employee Stock Ownership Plan reports 6,764 participants - 10x that state average ($2.3B EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $212M |
| Employer EIN | 202505350 |
| Plan Effective Date | 1961-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houchens Industries, Inc.)
| 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
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
- P.L. Marketing, Inc. Employee Stock Ownership Plan $93M · 1,226
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 (ESOP, $2.6B, 7,785 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Houchens Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust (IN) $1.9B · 3,535
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $1.9B · 7,813
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $1.7B · 1,019
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan (WA) $3.0B · 3,694
Frequently Asked Questions
How did Houchens Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Houchens Industries, Inc. plan assets changed over time? ▼
Where does Houchens Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Houchens Industries, Inc. Employee Stock Ownership Plan? ▼
Next read for Houchens Industries, Inc. Employee Stock…
Filing takeaways
Ways to act on Houchens Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Houchens Industries, Inc. Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Houchens Industries, Inc.'s sponsor-wide assets have grown 27.9% since 2022 across 3 plan years on file. More Retail Trade plans