ESOP · DOL Form 5500 · 2024
Guthrie & Huebner Company, Inc. ESOP
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 575
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $92,734
- Avg per participant Below avg balance/head
Official DOL plan name: Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Guthrie & Huebner Company, Inc. · Texas · Construction
$53M in assets, 575 participants
Guthrie & Huebner Company, Inc.'s Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust reported $53M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #7,501 in Construction (9,039 peers)
Where Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust sits by assets
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $53M for 575 participants (~$92,734/participant), down 13.2% in 2024.
- #7,501
- in Construction (9,039 peers)
- -13.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,322,136 Top 15% higher than 85% 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
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust 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. Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (575 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $6M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $61M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 613 in the plan year 2023 filing to 575 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 200152733 · Guthrie & Huebner Company, Inc. PY 2024 · ESOP
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust · $53M · 575 · 85th
- TYPE $53M
- NET 575
- BOOK 85th
- VS-ST ESOP
- BOY near Advance Capital Group, Inc. Employee Stock Ownership Plan
- SCH ind #7501
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 Texas →
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$8M |
| Employer EIN | 200152733 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guthrie & Huebner Company, Inc.)
Sponsor-wide plan assets over time
All Guthrie & Huebner Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 4.3995768362640835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 542 | $56M |
| 2023 | 1 | 613 | $61M |
| 2024 | 1 | 575 | $53M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Advance Capital Group, Inc. Employee Stock Ownership Plan in MI ($53M); by covered participants it is Clune Construction Company Employee Stock Ownership Plan in IL (575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) $53M · 59
- Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $53M · 285
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $53M · 1,687
- Consolidated Bus Transit, Inc. ESOP (NY) $54M · 1,191
Similar participant headcount
Nearest other-state filings by covered participants (575 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.