ESOP · DOL Form 5500 · 2024

Agri-Power, Inc. ESOP

Data updated 2026-08-25

$111M
Total assets Near avg plan size
522
Participants Below avg headcount
91st
Percentile by assets National rank
$212,954
Avg per participant Above avg balance/head
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Official DOL plan name: H & R Agri-Power Employee Stock Ownership Plan · Sponsored by Agri-Power, Inc. · Kentucky · Retail Trade

$111M in assets, 522 participants

Agri-Power, Inc.'s H & R Agri-Power Employee Stock Ownership Plan reported $111M in total assets and 522 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,644 in Retail Trade (8,048 peers)

Where H & R Agri-Power Employee Stock Ownership Plan sits by assets

H & R Agri-Power Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $111M for 522 participants (~$212,954/participant), up 6.2% in 2024.

#7,644
in Retail Trade (8,048 peers)
+6.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

H & R Agri-Power Employee Stock Ownership Plan's outsized position by total assets

H & R Agri-Power Employee Stock Ownership Plan vs every filed plan by assets

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

$111,162,082 Top 9% higher than 91% 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

H & R Agri-Power 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. H & R Agri-Power Employee Stock Ownership Plan sits mid-pack in the medium band (522 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H & R Agri-Power Employee Stock Ownership Plan reported net income fell from $23M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • H & R Agri-Power Employee Stock Ownership Plan reported participants rose from 489 in the plan year 2023 filing to 522 in the plan year 2024 filing.
  • H & R Agri-Power Employee Stock Ownership Plan end-of-year assets rose from $105M in the plan year 2023 filing to $111M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611174505 · Agri-Power, Inc. PY 2024 · ESOP

H & R Agri-Power Employee Stock Ownership Plan · $111M · 522 · 91st

  • BOY $111M
  • BOY 522
  • BOY 91st
  • BOY ESOP
  • BOY near Greatland Corporation Employee Stock Ownership Plan
  • BOY ind #7644

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 →

H & R Agri-Power Employee Stock Ownership Plan in the asset neighbourhood

Cannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and TrustCannon & Wendt Electric Co.,…$112MGreatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$111MH & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$111MSwca, Inc Employee Stock Ownership Plan and TrustSwca, Inc Employee Stock Own…$111MLift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$111M
End-of-year total assets ($M) among H & R Agri-Power Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$98M
Net Income$5M
Employer EIN611174505
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agri-Power, Inc.)

Sponsor-wide plan assets over time

All Agri-Power, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 32.84403778990458% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $100M $133M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 992 $100M
2023 2 1,041 $126M
2024 2 1,095 $133M

Nearby ESOP Plans in Kentucky

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

H & R Agri-Power Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -10123 Total assets ($B) Participants H & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power 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 PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.10918399 · Participants: 726Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
H & R Agri-Power Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare H & R Agri-Power Employee Stock Ownership Plan side-by-side with 3 peers →

H & R Agri-Power Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Greatland Corporation Employee Stock Ownership Plan in MI ($111M); by covered participants it is Psk Operating Parent Inc. Employee Stock Ownership Plan in NY (522 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 H & R Agri-Power Employee Stock Ownership Plan assets move in 2024? ▼
H & R Agri-Power Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2024, from $105M to $111M. Reported net income was $5M.
How have Agri-Power, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agri-Power, Inc.'s sponsor-wide assets grew 32.8%, from $100M to $133M.
Where does H & R Agri-Power Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
H & R Agri-Power Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to H & R Agri-Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Greatland Corporation Employee Stock Ownership Plan in MI ($111M, 120 participants).
Which ESOP plans cover a similar participant headcount to H & R Agri-Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Psk Operating Parent Inc. Employee Stock Ownership Plan in NY (522 participants, $31M 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 611174505.

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.