ESOP · DOL Form 5500 · 2024

Hcc, Inc. ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
228
Participants Below avg headcount
91st
Percentile by assets National rank
$502,386
Avg per participant High balance/head
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Official DOL plan name: Hcc, Inc. Employee Stock Ownership Plan · Sponsored by Hcc, Inc. · Illinois · Manufacturing

$115M in assets, 228 participants

Hcc, Inc.'s Hcc, Inc. Employee Stock Ownership Plan reported $115M in total assets and 228 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.

  • #15,493 in Manufacturing (17,777 peers)

Coverage in Illinois

Hcc, Inc. Employee Stock Ownership Plan covers 228 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $115M.

#15,493
in Manufacturing (17,777 peers)
+2.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hcc, Inc. Employee Stock Ownership Plan's outsized position by total assets

Hcc, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$114,543,939 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

Hcc, Inc. 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. Hcc, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hcc, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Hcc, Inc. Employee Stock Ownership Plan end-of-year assets rose from $111M in the plan year 2023 filing to $115M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371212690 · Hcc, Inc. PY 2024 · ESOP

Hcc, Inc. Employee Stock Ownership Plan · $115M · 228 · 91st

  • 5500 $115M
  • ASSETS 228
  • PCT 91st
  • EIN ESOP
  • RANK near Palmer-Donavin Employee Stock Ownership Plan
  • PHOTO ind #15493

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 →

Hcc, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cornerstone Controls, Inc. Employee Stock Ownership PlanCornerstone Controls, Inc. E…$115MPalmer-Donavin Employee Stock Ownership PlanPalmer-Donavin Employee Stoc…$115MHcc, Inc. Employee Stock Ownership PlanHcc, Inc. Employee Stock Own…$115MShared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$114MThird Federal Savings Associate Stock Ownership PlanThird Federal Savings Associ…$114M
End-of-year total assets ($M) among Hcc, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$96M
Net Income-$4M
Employer EIN371212690
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hcc, Inc.)

Sponsor-wide plan assets over time

All Hcc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 22.2724361003582% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.7M $115M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 222 $94M
2023 1 227 $111M
2024 1 228 $115M

Nearby ESOP Plans in Illinois

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

Hcc, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hcc, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114543939 · Participants: 228Hcc, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Hcc, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Hcc, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hcc, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Palmer-Donavin Employee Stock Ownership Plan in OH ($115M); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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.

Frequently Asked Questions

How did Hcc, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hcc, Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2024, from $111M to $115M. Reported net income was -$4M.
How have Hcc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hcc, Inc.'s sponsor-wide assets grew 22.3%, from $94M to $115M.
Where does Hcc, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hcc, Inc. 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 Hcc, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Palmer-Donavin Employee Stock Ownership Plan in OH ($115M, 613 participants).
Which ESOP plans cover a similar participant headcount to Hcc, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (228 participants, $10M 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 371212690.

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.