ESOP · DOL Form 5500 · 2023

Hbg, Inc. ESOP

Data updated 2026-08-25

$205M
Total assets Near avg plan size
1,404
Participants Near avg headcount
95th
Percentile by assets National rank
$145,974
Avg per participant Above avg balance/head
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Official DOL plan name: Hb Global Employee Stock Ownership Plan · Sponsored by Hbg, Inc. · Pennsylvania · Other Services

$205M in assets, 1,404 participants

Hbg, Inc.'s Hb Global Employee Stock Ownership Plan reported $205M in total assets and 1,404 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,744 in Other Services (7,857 peers)

Where Hb Global Employee Stock Ownership Plan sits by assets

Hb Global Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $205M for 1,404 participants (~$145,974/participant), up 77.5% in 2023.

#7,744
in Other Services (7,857 peers)
+77.5%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Hb Global Employee Stock Ownership Plan's outsized position by total assets

Hb Global Employee Stock Ownership Plan vs every filed plan by assets

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

$204,947,851 Top 5% higher than 95% 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

Hb Global 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. Hb Global Employee Stock Ownership Plan lands in the large band (1,404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hb Global Employee Stock Ownership Plan reported net income rose from $25M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Hb Global Employee Stock Ownership Plan end-of-year assets rose from $115M in the plan year 2022 filing to $205M in the plan year 2023 filing.
  • Hb Global Employee Stock Ownership Plan reported participants fell from 1,521 in the plan year 2022 filing to 1,404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822969290 · Hbg, Inc. PY 2023 · ESOP

Hb Global Employee Stock Ownership Plan · $205M · 1,404 · 95th

  • PART $205M
  • PART 1,404
  • PART 95th
  • PART ESOP
  • PART near Team Horner Employee Stock Ownership Plan
  • PART ind #7744

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 Pennsylvania →

Hb Global Employee Stock Ownership Plan in the asset neighbourhood

Hb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$205MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$205MDwh Owners Plan$204MPacific Industrial Corp. Employee Stock Ownership PlanPacific Industrial Corp. Emp…$204MJames a. Scott & Son, Incorporated Employee Stock Ownership PlanJames a. Scott & Son, Incorp…$204M
End-of-year total assets ($M) among Hb Global Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$205M
Net Income$91M
Employer EIN822969290
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hbg, Inc.)

Sponsor-wide plan assets over time

All Hbg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 106.73345154640532% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $199M $411M ▲ +106.7%
Year Plans Participants Total Assets
2022 2 3,148 $199M
2023 2 3,261 $298M
2024 2 3,127 $411M

Nearby ESOP Plans in Pennsylvania

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

Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hb Global Employee Stock Ownership Plan, Total assets ($B): 0.204947851 · Participants: 1404Hb Global Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hb Global Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Team Horner Employee Stock Ownership Plan in FL ($205M); by covered participants it is Acco Employee Stock Ownership Plan in CA (1,397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,404 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 Hb Global Employee Stock Ownership Plan assets move in 2023? ▼
Hb Global Employee Stock Ownership Plan surged - up 77.5% during 2023, from $115M to $205M. Reported net income was $91M.
How have Hbg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hbg, Inc.'s sponsor-wide assets grew 106.7%, from $199M to $411M.
Where does Hb Global Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hb Global Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Team Horner Employee Stock Ownership Plan in FL ($205M, 471 participants).
Which ESOP plans cover a similar participant headcount to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Acco Employee Stock Ownership Plan in CA (1,397 participants, $1.4B 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 822969290.

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.