ESOP · DOL Form 5500 · 2024

Agri-Power, Inc. ESOP

Data updated 2026-07-24

$111M
Total assets: 522
Participants: 91st
Percentile by assets: $212,954
Avg per participant

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.

91st percentile by assets (of 116,472 plans)

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.

$111M
total plan assets (2024 EOY): 522
covered participants: 91st
percentile by assets (of 116,472 plans): $212,954
avg assets per participant

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 →

State

Kentucky

Industry

Retail Trade

H & R Agri-Power Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, H & R Agri-Power Employee Stock Ownership Plan outranks 91% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$105M
Net Assets (End of Year)	$98M
Net Income	$5M
Employer EIN	611174505
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Agri-Power, Inc.)

Total plan assets by year, all Agri-Power, Inc. plans on file

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

Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $109M · 726
P.L Marketing, Inc. Employee Stock Ownership Plan $104M · 1,358

Compare H & R Agri-Power Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to H & R Agri-Power Employee Stock Ownership Plan by total assets, not by location.

Swca, Inc Employee Stock Ownership Plan and Trust (AZ) $111M · 1,274
Cannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and Trust (AZ) $112M · 499
Fritz Industries, Inc. Employee Stock Ownership Plan (TX) $112M · 148
Consolidated Mill Supply, Inc. Employee Stock Ownership Plan (IL) $111M · 18

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 116,472 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 Swca, Inc Employee Stock Ownership Plan and Trust in AZ ($111M, 1,274 participants).

Next read for H & R Agri-Power Employee Stock Ownershi…

Scale reading

Ways to act on H & R Agri-Power Employee Stock Ownership Plan's numbers.

By total assets, H & R Agri-Power 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 Kentucky. Compare plans
Agri-Power, Inc.'s sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Retail Trade plans

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.