ESOP · DOL Form 5500 · 2024
Holden Industries, Inc ESOP
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 1,271
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $165,191
- Avg per participant Above avg balance/head
Official DOL plan name: Holden Industries, Inc. Employee Stock Ownership Plan · Sponsored by Holden Industries, Inc · Illinois · Management of Enterprises
$210M in assets, 1,271 participants
Holden Industries, Inc's Holden Industries, Inc. Employee Stock Ownership Plan reported $210M in total assets and 1,271 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #951 in Management of Enterprises (1,133 peers)
Where Holden Industries, Inc. Employee Stock Ownership Plan sits by assets
Holden Industries, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $210M for 1,271 participants (~$165,191/participant), down 3.4% in 2024.
- #951
- in Management of Enterprises (1,133 peers)
- -3.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holden Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Holden Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$209,957,653 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Holden Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holden Industries, Inc. Employee Stock Ownership Plan lands in the large band (1,271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holden Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$35M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Holden Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $217M in the plan year 2023 filing to $210M in the plan year 2024 filing.
- Holden Industries, Inc. Employee Stock Ownership Plan reported participants fell from 1,291 in the plan year 2023 filing to 1,271 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 200876409 · Holden Industries, Inc PY 2024 · ESOP
Holden Industries, Inc. Employee Stock Ownership Plan · $210M · 1,271 · 94th
- PHOTO $210M
- PHOTO 1,271
- PHOTO 94th
- PHOTO ESOP
- PHOTO near Brown Capital Management ESOP
- PHOTO ind #951
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 Illinois →
Holden Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | -$13M |
| Employer EIN | 200876409 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holden Industries, Inc)
Sponsor-wide plan assets over time
All Holden Industries, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 8.127173775343298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,259 | $314M |
| 2023 | 2 | 2,528 | $294M |
| 2024 | 2 | 2,561 | $288M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Holden Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Brown Capital Management ESOP in MD ($211M); by covered participants it is Swca, Inc Employee Stock Ownership Plan and Trust in AZ (1,274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,271 participants); asset peers above are excluded.
- Swca, Inc Employee Stock Ownership Plan and Trust (AZ) 1,274 · 3 off
- Conair LLC Savings and Investment Plan (NJ) 1,275 · 4 off
- Pace Supply Corporation Employee Stock Ownership Plan (CA) 1,276 · 5 off
- Project Worldwide, Inc. Employee Stock Ownership Plan (MI) 1,284 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.