ESOP · DOL Form 5500 · 2023
Hbg, Inc. ESOP
Data updated 2026-08-11
- $205M
- Total assets
- 1,404
- Participants
- 95th
- Percentile by assets
- $145,974
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $205M
- total plan assets (2023 EOY)
- 1,404
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $145,974
- avg assets per participant
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.
Hb Global Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Hb Global Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $91M |
| Employer EIN | 822969290 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hbg, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hb Global Employee Stock Ownership Plan by total assets, not by location.
- Team Horner Employee Stock Ownership Plan (FL) $205M · 471
- Dwh Owners Plan (TX) $204M · 1,717
- Pacific Industrial Corp. Employee Stock Ownership Plan (OR) $204M · 71
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan (VA) $204M · 376
Frequently Asked Questions
How did Hb Global Employee Stock Ownership Plan assets move in 2023? ▼
How have Hbg, Inc. plan assets changed over time? ▼
Where does Hb Global Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Hb Global Employee Stock Ownership Plan? ▼
Next read for Hb Global Employee Stock Ownership Plan
Scale reading
Ways to act on Hb Global Employee Stock Ownership Plan's numbers.
- By total assets, Hb Global Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Hbg, Inc.'s sponsor-wide assets have grown 106.7% since 2022 across 3 plan years on file. More Other Services plans