ESOP · DOL Form 5500 · 2024

Owl's Head Alloys, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
184
Participants Below avg headcount
85th
Percentile by assets National rank
$294,275
Avg per participant High balance/head
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Official DOL plan name: Owl's Head Alloys Employee Stock Ownership Plan · Sponsored by Owl's Head Alloys, Inc. · Kentucky · Manufacturing

$54M in assets, 184 participants

Owl's Head Alloys, Inc.'s Owl's Head Alloys Employee Stock Ownership Plan reported $54M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,974 in Manufacturing (17,777 peers)

Coverage in Kentucky

Owl's Head Alloys Employee Stock Ownership Plan covers 184 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $54M.

#13,974
in Manufacturing (17,777 peers)
+1.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Owl's Head Alloys Employee Stock Ownership Plan's outsized position by total assets

Owl's Head Alloys Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,146,538 Top 15% higher than 85% of 123,620 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 2024

Owl's Head Alloys Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl's Head Alloys Employee Stock Ownership Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Owl's Head Alloys Employee Stock Ownership Plan reported net income fell from $31M in the plan year 2023 filing to $610K in the plan year 2024 filing.
  • Owl's Head Alloys Employee Stock Ownership Plan reported participants rose from 168 in the plan year 2023 filing to 184 in the plan year 2024 filing.
  • Owl's Head Alloys Employee Stock Ownership Plan end-of-year assets rose from $54M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611250715 · Owl's Head Alloys, Inc. PY 2024 · ESOP

Owl's Head Alloys Employee Stock Ownership Plan · $54M · 184 · 85th

  • 5500 $54M
  • 5500 184
  • 5500 85th
  • 5500 ESOP
  • 5500 near Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan
  • 5500 ind #13974

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 Kentucky →

Owl's Head Alloys Employee Stock Ownership Plan in the asset neighbourhood

Gordon, Inc. Employee Stock Ownership PlanGordon, Inc. Employee Stock …$54MOwl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$54MToltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership PlanToltz King Duvall Anderson a…$54MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$54MPenmac Staffing Services Inc Employee Stock Ownership PlanPenmac Staffing Services Inc…$54M
End-of-year total assets ($M) among Owl's Head Alloys Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$53M
Net Income$610K
Employer EIN611250715
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owl's Head Alloys, Inc.)

Sponsor-wide plan assets over time

All Owl's Head Alloys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 124.70411858562558% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $24.1M $54.2M ▲ +124.7%
Year Plans Participants Total Assets
2022 2 250 $24M
2023 1 168 $54M
2024 1 184 $54M

Nearby ESOP Plans in Kentucky

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

Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Owl's Head Alloys Employee Stock Ownership Plan, Total assets ($B): 0.054146538 · Participants: 184Owl's Head Alloys Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Owl's Head Alloys Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Owl's Head Alloys Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN ($54M); by covered participants it is Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in MN (184 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Owl's Head Alloys Employee Stock Ownership Plan assets move in 2024? ▼
Owl's Head Alloys Employee Stock Ownership Plan edged up modestly - up 1.1% during 2024, from $54M to $54M. Reported net income was $610K.
How have Owl's Head Alloys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owl's Head Alloys, Inc.'s sponsor-wide assets grew 124.7%, from $24M to $54M.
Where does Owl's Head Alloys Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Owl's Head Alloys Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN ($54M, 383 participants).
Which ESOP plans cover a similar participant headcount to Owl's Head Alloys Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in MN (184 participants, $155M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611250715.

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.