401(k) · DOL Form 5500 · 2024

Hillerich & Bradsby Co. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
55th
Percentile by assets National rank
$92,205
Avg per participant Below avg balance/head
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Official DOL plan name: Hillerich & Bradsby Co. Thrift Plan · Sponsored by Hillerich & Bradsby Co. · Kentucky · Manufacturing

$10M in assets, 104 participants

Hillerich & Bradsby Co.'s Hillerich & Bradsby Co. Thrift Plan reported $10M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,173 in Manufacturing (17,777 peers)

Coverage in Kentucky

Hillerich & Bradsby Co. Thrift Plan covers 104 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#7,173
in Manufacturing (17,777 peers)
+15.1%
assets growth YoY

Hillerich & Bradsby Co. Thrift Plan's mid-pack asset rank among Manufacturing and all filers

Hillerich & Bradsby Co. Thrift Plan vs every filed plan by assets

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

$9,589,359 Top 45% higher than 55% 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

Hillerich & Bradsby Co. Thrift 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. Hillerich & Bradsby Co. Thrift Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hillerich & Bradsby Co. Thrift Plan reported net income rose from $846K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hillerich & Bradsby Co. Thrift Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Hillerich & Bradsby Co. Thrift Plan reported participants rose from 97 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610225940 · Hillerich & Bradsby Co. PY 2024 · 401(k)

Hillerich & Bradsby Co. Thrift Plan · $10M · 104 · 55th

  • IND $10M
  • IND 104
  • IND 55th
  • IND 401(k)
  • IND near Itr Concession Company, LLC 401(k) Plan
  • IND ind #7173

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 Manufacturing retirement plans → · Plans in Kentucky →

Hillerich & Bradsby Co. Thrift Plan in the asset neighbourhood

Hillerich & Bradsby Co. Thrift PlanHillerich & Bradsby Co. Thri…$10MItr Concession Company, LLC 401(k) PlanItr Concession Company, LLC …$10MApel Steel Corporation Discretionary Contribution PlanApel Steel Corporation Discr…$10MCiveo Management LLC 401(k) Retirement PlanCiveo Management LLC 401(k) …$10MFortune Transportation 401(k) and Profit Sharing PlanFortune Transportation 401(k…$10M
End-of-year total assets ($M) among Hillerich & Bradsby Co. Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN610225940
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillerich & Bradsby Co.)

Sponsor-wide plan assets over time

All Hillerich & Bradsby Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.9916014327126343% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.1M $11.4M ▲ +2.0%
Year Plans Participants Total Assets
2022 3 132 $11M
2023 2 102 $10M
2024 2 109 $11M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hillerich & Bradsby Co. Thrift Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hillerich & Bradsby Co. Thrift Plan, Total assets ($B): 0.009589359 · Participants: 104Hillerich & Bradsby Co. Thrift PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Hillerich & Bradsby Co. Thrift Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Hillerich & Bradsby Co. Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Itr Concession Company, LLC 401(k) Plan in IN ($10M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Hillerich & Bradsby Co. Thrift Plan assets move in 2024?
Hillerich & Bradsby Co. Thrift Plan grew sharply - up 15.1% during 2024, from $8M to $10M. Reported net income was $1M.
How have Hillerich & Bradsby Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hillerich & Bradsby Co.'s sponsor-wide assets grew 2.0%, from $11M to $11M.
Which 401(k) plans are similar in size to Hillerich & Bradsby Co. Thrift Plan?
Among 401(k) plans in other states, the closest by assets is Itr Concession Company, LLC 401(k) Plan in IN ($10M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Hillerich & Bradsby Co. Thrift Plan?
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A in assets).