ESOP · DOL Form 5500 · 2024
Guthrie & Huebner Company, Inc. ESOP
Data updated 2026-07-24
- $53M
- Total assets
- 575
- Participants
- 85th
- Percentile by assets
- $92,734
- Avg per participant
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.
- 85th percentile by assets (of 116,472 plans)
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.
- $53M
- total plan assets (2024 EOY)
- 575
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $92,734
- avg assets per participant
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.
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.
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution
By assets, Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
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.)
| 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.
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
How have Guthrie & Huebner Company, Inc. plan assets changed over time? ▼
Where does Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Next read for Guthrie & Huebner Company, Inc. Employee…
Scale reading
Ways to act on Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Guthrie & Huebner Company, Inc.'s sponsor-wide assets have declined 4.4% since 2022 across 3 plan years on file. More Construction 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 200152733.
Read our methodology - how this data is sourced, computed, and verified.