ESOP · DOL Form 5500 · 2024

Hercules Industries, Inc. ESOP

Data updated 2026-07-24

$108M
Total assets: 463
Participants: 91st
Percentile by assets: $232,300
Avg per participant

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.

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

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.

$108M
total plan assets (2024 EOY): 463
covered participants: 91st
percentile by assets (of 116,472 plans): $232,300
avg assets per participant

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 →

State

Colorado

Industry

Wholesale Trade

Hercules Industries, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Hercules Industries, Inc. 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)	$106M
Net Assets (End of Year)	$39M
Net Income	$3M
Employer EIN	840516481
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hercules Industries, Inc.)

Total plan assets by year, all Hercules Industries, Inc. plans on file

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

Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
Catamount Constructors, Inc. Employee Stock Ownership Plan $88M · 240

Compare Hercules Industries, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Hercules Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan (IN) $108M · 427
Eurpac Service, Inc. Employee Stock Ownership Plan (CT) $108M · 572
Greenbee Employee Stock Ownership Plan (CA) $107M · 374
Huitt-Zollars, Inc. Employee Stock Ownership Plan (TX) $108M · 536

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 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 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).

Next read for Hercules Industries, Inc. Employee Stock…

Scale reading

Ways to act on Hercules Industries, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Hercules Industries, Inc. 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 Colorado. Compare plans
Hercules Industries, Inc.'s sponsor-wide assets have grown 12.9% since 2022 across 3 plan years on file. More Wholesale 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 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.