ESOP · DOL Form 5500 · 2023

Heptacore, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
45
Participants Small participant base
73rd
Percentile by assets National rank
$448,021
Avg per participant High balance/head
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Official DOL plan name: Heptacore, Inc. Employee Stock Ownership Plan · Sponsored by Heptacore, Inc. · Missouri · Management of Enterprises

$20M in assets, 45 participants

Heptacore, Inc.'s Heptacore, Inc. Employee Stock Ownership Plan reported $20M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #601 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Heptacore, Inc. Employee Stock Ownership Plan ranks #601 of 1,137 2023 filers by assets (1763% of the sector average)-$20M for 45 participants.

#601
in Management of Enterprises (1,137 peers)

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

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

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

$20,160,937 Top 27% higher than 73% 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

Heptacore, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heptacore, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 431612921 · Heptacore, Inc. PY 2023 · ESOP

Heptacore, Inc. Employee Stock Ownership Plan · $20M · 45 · 73rd

  • VS-ST $20M
  • BOY 45
  • SCH 73rd
  • EBSA ESOP
  • PART near Carterpierce Employee Stock Ownership Plan
  • TYPE ind #601

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 Missouri →

Heptacore, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Heptacore, Inc. Employee Stock Ownership PlanHeptacore, Inc. Employee Sto…$20MCarterpierce Employee Stock Ownership PlanCarterpierce Employee Stock …$20MAllied Motion Technologies Inc. Employees' Stock Ownership PlanAllied Motion Technologies I…$20MInland Star Distribution Centers, Inc. Employee Stock Ownership PlanInland Star Distribution Cen…$20MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$20M
End-of-year total assets ($M) among Heptacore, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)N/A
Employer EIN431612921
Plan Effective Date2023-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heptacore, Inc.)

Sponsor-wide plan assets over time

All Heptacore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.87002970149652% vs 2023
2024 filing year
$0M$5M$10M$15M$20M$25M 20232024 $20.2M $4.26M ▼ -78.9%
Year Plans Participants Total Assets
2023 1 45 $20M
2024 1 97 $4M

Nearby ESOP Plans in Missouri

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

Heptacore, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Heptacore, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020160937 · Participants: 45Heptacore, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Heptacore, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Heptacore, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Carterpierce Employee Stock Ownership Plan in AZ ($20M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 have Heptacore, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heptacore, Inc.'s sponsor-wide assets declined 78.9%, from $20M to $4M.
Which ESOP plans are similar in size to Heptacore, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carterpierce Employee Stock Ownership Plan in AZ ($20M, 13 participants).
Which ESOP plans cover a similar participant headcount to Heptacore, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 431612921.

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.