ESOP · DOL Form 5500 · 2023

Vulcan, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
238
Participants Below avg headcount
83rd
Percentile by assets National rank
$169,124
Avg per participant Above avg balance/head
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Official DOL plan name: Vulcan, Inc. Employee Stock Ownership Plan · Sponsored by Vulcan, Inc. · Alabama · Manufacturing

$40M in assets, 238 participants

Vulcan, Inc.'s Vulcan, Inc. Employee Stock Ownership Plan reported $40M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,236 in Manufacturing (18,722 peers)

Where Vulcan, Inc. Employee Stock Ownership Plan sits by assets

Vulcan, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $40M for 238 participants (~$169,124/participant), up 2.9% in 2023.

#14,236
in Manufacturing (18,722 peers)
+2.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$40,251,489 Top 17% higher than 83% 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

Vulcan, Inc. 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. Vulcan, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vulcan, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Vulcan, Inc. Employee Stock Ownership Plan reported participants rose from 228 in the plan year 2022 filing to 238 in the plan year 2023 filing.
  • Vulcan, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630513868 · Vulcan, Inc. PY 2023 · ESOP

Vulcan, Inc. Employee Stock Ownership Plan · $40M · 238 · 83rd

  • BOOK $40M
  • BOOK 238
  • BOOK 83rd
  • BOOK ESOP
  • BOOK near Capitol Federal Financial, Inc. Employee Stock Ownership Plan
  • BOOK ind #14236

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 Alabama →

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

Windings, Inc. 2012 Amended and Restated Employee Stock Ownership PlanWindings, Inc. 2012 Amended …$40MWeinbrenner Shoe Company, Inc. Employee Stock Ownership PlanWeinbrenner Shoe Company, In…$40MAnvil Corporation Employee Stock Ownership PlanAnvil Corporation Employee S…$40MVulcan, Inc. Employee Stock Ownership PlanVulcan, Inc. Employee Stock …$40MCapitol Federal Financial, Inc. Employee Stock Ownership PlanCapitol Federal Financial, I…$40M
End-of-year total assets ($M) among Vulcan, Inc. 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)$39M
Net Assets (End of Year)$40M
Net Income$1M
Employer EIN630513868
Plan Effective Date1975-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Vulcan, Inc.)

Sponsor-wide plan assets over time

All Vulcan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 4.844272975608245% vs 2022
2023 filing year
$38M$39M$40M$41M$42M 20222023 $39.1M $41M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 228 $39M
2023 2 502 $41M

Nearby ESOP Plans in Alabama

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

Vulcan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Vulcan, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.251489 · Participants: 238Vulcan, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Vulcan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Vulcan, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Capitol Federal Financial, Inc. Employee Stock Ownership Plan in KS ($40M); by covered participants it is Bb&e, Inc. Employee Stock Ownership Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Vulcan, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Vulcan, Inc. Employee Stock Ownership Plan edged up modestly - up 2.9% during 2023, from $39M to $40M. Reported net income was $1M.
How have Vulcan, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Vulcan, Inc.'s sponsor-wide assets grew 4.8%, from $39M to $41M.
Where does Vulcan, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vulcan, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Vulcan, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capitol Federal Financial, Inc. Employee Stock Ownership Plan in KS ($40M, 510 participants).
Which ESOP plans cover a similar participant headcount to Vulcan, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bb&e, Inc. Employee Stock Ownership Plan in MI (238 participants, $4M 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 630513868.

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.