ESOP · DOL Form 5500 · 2023

Fhc, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
109
Participants Small participant base
29th
Percentile by assets National rank
$16,405
Avg per participant Low balance/head
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Official DOL plan name: Fhcer Employee Stock Ownership Plan · Sponsored by Fhc, Inc. · Maine · Manufacturing

$2M in assets, 109 participants

Fhc, Inc.'s Fhcer Employee Stock Ownership Plan reported $2M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,619 in Manufacturing (18,722 peers)

Coverage in Maine

Fhcer Employee Stock Ownership Plan covers 109 participants in Maine, about 23% of the average Maine filer (state average ~472 per filing). Assets: $2M.

#2,619
in Manufacturing (18,722 peers)
+32.9%
assets growth YoY

Fhcer Employee Stock Ownership Plan among the smaller filed plans by assets

Fhcer Employee Stock Ownership Plan vs every filed plan by assets

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

$1,788,175 29th percentile higher than 29% 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

Fhcer 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. Fhcer Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fhcer Employee Stock Ownership Plan reported net income rose from -$523K in the plan year 2022 filing to $442K in the plan year 2023 filing.
  • Fhcer Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fhcer Employee Stock Ownership Plan reported participants rose from 92 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010430884 · Fhc, Inc. PY 2023 · ESOP

Fhcer Employee Stock Ownership Plan · $2M · 109 · 29th

  • VS-ST $2M
  • BOY 109
  • SCH 29th
  • EBSA ESOP
  • PART near Shoemaker & Haaland Employees' Stock Ownership Plan
  • TYPE ind #2619

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 Maine →

Fhcer Employee Stock Ownership Plan in the asset neighbourhood

Mgc, Inc. Employee Stock Ownership PlanMgc, Inc. Employee Stock Own…$2MFhcer Employee Stock Ownership PlanFhcer Employee Stock Ownersh…$2MShoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland Employee…$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MBaseline Engineering Corporation Employee Stock Ownership PlanBaseline Engineering Corpora…$2M
End-of-year total assets ($M) among Fhcer Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$442K
Employer EIN010430884
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fhc, Inc.)

Sponsor-wide plan assets over time

All Fhc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.10840524689593% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.57M $8.49M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 184 $8M
2023 2 219 $9M
2024 1 109 $8M

Nearby ESOP Plans in Maine

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

Fhcer Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -50050100150 Total assets ($M) Participants Fhcer Employee Stock Ownership Plan, Total assets ($M): 1.788175 · Participants: 109Fhcer Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.45285 · Participants: 479Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 84.621407 · Participants: 425Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 64.27302 · Participants: 249Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.084805 · Participants: 175Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 45.49657 · Participants: 85Portland Air Freight, Inc. Employee Stock Ownership Plan
Fhcer Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Fhcer Employee Stock Ownership Plan side-by-side with 3 peers →

Fhcer Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Shoemaker & Haaland Employees' Stock Ownership Plan in IA ($2M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Fhcer Employee Stock Ownership Plan assets move in 2023? ▼
Fhcer Employee Stock Ownership Plan surged - up 32.9% during 2023, from $1M to $2M. Reported net income was $442K.
How have Fhc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fhc, Inc.'s sponsor-wide assets grew 12.1%, from $8M to $8M.
Which ESOP plans are similar in size to Fhcer Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shoemaker & Haaland Employees' Stock Ownership Plan in IA ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Fhcer Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (109 participants, $3M 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 010430884.

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.