ESOP · DOL Form 5500 · 2024
Holden Industries, Inc ESOP
Data updated 2026-08-11
- $210M
- Total assets
- 1,271
- Participants
- 94th
- Percentile by assets
- $165,191
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $210M
- total plan assets (2024 EOY)
- 1,271
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $165,191
- avg assets per participant
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.
Where Holden Industries, Inc. Employee Stock Ownership Plan sits 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
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.
Holden Industries, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Holden Industries, Inc. Employee Stock Ownership Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Holden Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Holden Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Holden Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Holden Industries, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Holden Industries, Inc's sponsor-wide assets have declined 8.1% since 2022 across 3 plan years on file. More Management of Enterprises plans