ESOP · DOL Form 5500 · 2024

Hercules Industries, Inc. ESOP

Data updated 2026-08-25

$108M
Total assets Near avg plan size
463
Participants Below avg headcount
91st
Percentile by assets National rank
$232,300
Avg per participant Above avg balance/head
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Official DOL plan name: Hercules Industries, Inc. Employee Stock Ownership Plan · Sponsored by Hercules Industries, Inc. · Colorado · Wholesale Trade

$108M in assets, 463 participants

Hercules Industries, Inc.'s Hercules Industries, Inc. Employee Stock Ownership Plan reported $108M in total assets and 463 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.

  • #5,636 in Wholesale Trade (6,080 peers)

Where Hercules Industries, Inc. Employee Stock Ownership Plan sits by assets

Hercules Industries, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $108M for 463 participants (~$232,300/participant), up 1.2% in 2024.

#5,636
in Wholesale Trade (6,080 peers)
+1.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

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

$107,554,924 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

Hercules Industries, 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. Hercules Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (463 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hercules Industries, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hercules Industries, Inc. Employee Stock Ownership Plan reported participants rose from 444 in the plan year 2023 filing to 463 in the plan year 2024 filing.
  • Hercules Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $106M in the plan year 2023 filing to $108M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840516481 · Hercules Industries, Inc. PY 2024 · ESOP

Hercules Industries, Inc. Employee Stock Ownership Plan · $108M · 463 · 91st

  • BOY $108M
  • BOY 463
  • BOY 91st
  • BOY ESOP
  • BOY near Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan
  • BOY ind #5636

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 Colorado →

Hercules Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Huitt-Zollars, Inc. Employee Stock Ownership PlanHuitt-Zollars, Inc. Employee…$108MEurpac Service, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employe…$108MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$108MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$108MGreenbee Employee Stock Ownership PlanGreenbee Employee Stock Owne…$107M
End-of-year total assets ($M) among Hercules Industries, Inc. 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)$106M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN840516481
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hercules Industries, Inc.)

Sponsor-wide plan assets over time

All Hercules Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 12.924662587907415% vs 2022
2024 filing year
$120M$125M$130M$135M$140M$145M 202220232024 $123M $139M ▲ +12.9%
Year Plans Participants Total Assets
2022 2 798 $123M
2023 2 875 $133M
2024 2 930 $139M

Nearby ESOP Plans in Colorado

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

Hercules Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants Hercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanBrown and Caldwell Employee Stock Ownership Plan, Total assets ($M): 90.560856 · Participants: 2256Brown and Caldwell Employee Stock Ownership Plan
Hercules Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Hercules Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in IN ($108M); by covered participants it is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Hercules Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hercules Industries, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2024, from $106M to $108M. Reported net income was $3M.
How have Hercules Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hercules Industries, Inc.'s sponsor-wide assets grew 12.9%, from $123M to $139M.
Where does Hercules Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hercules Industries, 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 Hercules Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in IN ($108M, 427 participants).
Which ESOP plans cover a similar participant headcount to Hercules Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (463 participants, $70M 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 840516481.

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.