ESOP · DOL Form 5500 · 2024

Bollman Hat Company ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
182
Participants Below avg headcount
59th
Percentile by assets National rank
$64,421
Avg per participant Low balance/head
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Official DOL plan name: Bollman Hat Company Employee Stock Ownership Plan · Sponsored by Bollman Hat Company · Pennsylvania · Manufacturing

$12M in assets, 182 participants

Bollman Hat Company's Bollman Hat Company Employee Stock Ownership Plan reported $12M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,141 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Bollman Hat Company Employee Stock Ownership Plan covers 182 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#8,141
in Manufacturing (17,777 peers)
-46.6%
assets change YoY

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bollman Hat Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Bollman Hat Company Employee Stock Ownership Plan vs every filed plan by assets

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

$11,724,693 Top 41% higher than 59% 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

Bollman Hat Company 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. Bollman Hat Company Employee Stock Ownership Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bollman Hat Company Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Bollman Hat Company Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231922616 · Bollman Hat Company PY 2024 · ESOP

Bollman Hat Company Employee Stock Ownership Plan · $12M · 182 · 59th

  • VS-ST $12M
  • VS-ST 182
  • VS-ST 59th
  • VS-ST ESOP
  • VS-ST near Musselman and Hall Employee Stock Ownership Plan
  • VS-ST ind #8141

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 Pennsylvania →

Bollman Hat Company Employee Stock Ownership Plan in the asset neighbourhood

Wescom, Inc. Employee Stock Ownership PlanWescom, Inc. Employee Stock …$12MBollman Hat Company Employee Stock Ownership PlanBollman Hat Company Employee…$12MMusselman and Hall Employee Stock Ownership PlanMusselman and Hall Employee …$12MDavid Allen Company, Inc. Employee Stock Ownership PlanDavid Allen Company, Inc. Em…$12MDutton-Lainson Company Employee Stock Ownership Plan and TrustDutton-Lainson Company Emplo…$12M
End-of-year total assets ($M) among Bollman Hat Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$8M
Net Income-$10M
Employer EIN231922616
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bollman Hat Company)

Sponsor-wide plan assets over time

All Bollman Hat Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.77909130939187% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $33.8M $21.7M ▼ -35.8%
Year Plans Participants Total Assets
2022 2 425 $34M
2023 2 482 $32M
2024 2 376 $22M

Nearby ESOP Plans in Pennsylvania

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

Bollman Hat Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bollman Hat Company Employee Stock Ownership Plan, Total assets ($B): 0.011724693 · Participants: 182Bollman Hat Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Bollman Hat Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bollman Hat Company Employee Stock Ownership Plan side-by-side with 3 peers →

Bollman Hat Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Musselman and Hall Employee Stock Ownership Plan in KS ($12M); by covered participants it is Pinnacle Electric Employee Stock Ownership Plan in NY (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Bollman Hat Company Employee Stock Ownership Plan assets move in 2024? ▼
Bollman Hat Company Employee Stock Ownership Plan contracted severely - down 46.6% during 2024, from $22M to $12M. Reported net income was -$10M.
How have Bollman Hat Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bollman Hat Company's sponsor-wide assets declined 35.8%, from $34M to $22M.
Which ESOP plans are similar in size to Bollman Hat Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Musselman and Hall Employee Stock Ownership Plan in KS ($12M, 63 participants).
Which ESOP plans cover a similar participant headcount to Bollman Hat Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Electric Employee Stock Ownership Plan in NY (182 participants, $600K 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 231922616.

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.