ESOP · DOL Form 5500 · 2024
Hillis-Carnes Engineering Associates, Inc. ESOP ESOP
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 328
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $219,641
- Avg per participant Above avg balance/head
Official DOL plan name: Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan · Sponsored by Hillis-Carnes Engineering Associates, Inc. ESOP · Maryland · Professional & Technical Services
$72M in assets, 328 participants
Hillis-Carnes Engineering Associates, Inc. ESOP's Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan reported $72M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,928 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan covers 328 participants in Maryland, about 35% of the average Maryland filer (state average ~929 per filing). Assets: $72M.
- #17,928
- in Professional & Technical Services (20,173 peers)
- +10.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,042,088 Top 12% higher than 88% 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
Hillis-Carnes Engineering Associates, 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. Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $65M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan reported participants rose from 317 in the plan year 2023 filing to 328 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521629263 · Hillis-Carnes Engineering Associates, Inc. ESOP PY 2024 · ESOP
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan · $72M · 328 · 88th
- BOY $72M
- SCH 328
- EBSA 88th
- PART ESOP
- TYPE near Triad Manufacturing, Inc. Employee Stock Ownership Plan
- NET ind #17928
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 Maryland →
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $7M |
| Employer EIN | 521629263 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hillis-Carnes Engineering Associates, Inc. ESOP)
Sponsor-wide plan assets over time
All Hillis-Carnes Engineering Associates, Inc. ESOP plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 25.89310932977905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 694 | $81M |
| 2023 | 2 | 726 | $91M |
| 2024 | 2 | 748 | $102M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
- Westat, Inc. Employee Stock Ownership Plan $419M · 3,167
- Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
- Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
- Brown Capital Management ESOP $211M · 35
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Maryland, the nearest ESOP by assets is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO ($72M); by covered participants it is The Original Mattress Factory Employee Stock Ownership Plan in OH (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Triad Manufacturing, Inc. Employee Stock Ownership Plan (MO) $72M · 327
- Holloman Corporation Employee Stock Ownership Plan (TX) $72M · 221
- Idaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and Trust (ID) $72M · 82
- Mid-Hudson Cablevision Holdings, Inc Employee Stock Ownership Plan (NY) $72M · 93
Similar participant headcount
Nearest other-state filings by covered participants (328 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.