ESOP · DOL Form 5500 · 2024
Hughes-Anderson Heat Exchangers Inc ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $84,969
- Avg per participant Below avg balance/head
Official DOL plan name: Hughes-Anderson Employee Stock Ownership Plan · Sponsored by Hughes-Anderson Heat Exchangers Inc · Oklahoma · Manufacturing
$6M in assets, 68 participants
Hughes-Anderson Heat Exchangers Inc's Hughes-Anderson Employee Stock Ownership Plan reported $6M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #4,974 in Manufacturing (17,777 peers)
Hughes-Anderson Heat Exchangers Inc multi-year trail
Hughes-Anderson Heat Exchangers Inc's plans moved +10.2% in assets from 2022 to 2024; this filing shows Hughes-Anderson Employee Stock Ownership Plan at $6M / 68 participants.
- #4,974
- in Manufacturing (17,777 peers)
- -23.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hughes-Anderson Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Hughes-Anderson Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,777,877 45th percentile higher than 45% 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
Hughes-Anderson Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hughes-Anderson Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hughes-Anderson Employee Stock Ownership Plan reported net income fell from $162K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Hughes-Anderson Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Hughes-Anderson Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2023 filing to 68 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 730795562 · Hughes-Anderson Heat Exchangers Inc PY 2024 · ESOP
Hughes-Anderson Employee Stock Ownership Plan · $6M · 68 · 45th
- BOY $6M
- BOY 68
- BOY 45th
- BOY ESOP
- BOY near Southwest Security, Inc. Employee Stock Ownership Plan
- BOY ind #4974
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 Oklahoma →
Hughes-Anderson Employee Stock Ownership Plan in the asset neighbourhood
Hughes-Anderson Heat Exchangers Inc multi-year asset trail
Sponsor-wide plan assets over time
All Hughes-Anderson Heat Exchangers Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 10.218757642598394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $20M |
| 2023 | 2 | 182 | $22M |
| 2024 | 2 | 182 | $22M |
Hughes-Anderson Heat Exchangers Inc filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 730795562 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Locke Supply Co. Employee Stock Ownership Plan $293M · 1,287
- International Chemical Company Employee Stock Ownership Plan $251M · 65
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $169M · 1,300
- Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
Hughes-Anderson Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Southwest Security, Inc. Employee Stock Ownership Plan in MS ($6M); by covered participants it is First Commercial Financial Corp. Employee Stock Ownership Plan in TX (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.