ESOP · DOL Form 5500 · 2024

HCR ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
475
Participants Below avg headcount
52nd
Percentile by assets National rank
$17,352
Avg per participant Low balance/head
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Official DOL plan name: Hcr Employee Stock Ownership Plan · Sponsored by HCR · New York · Healthcare & Social Assistance

$8M in assets, 475 participants

HCR's Hcr Employee Stock Ownership Plan reported $8M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,590 in Healthcare & Social Assistance (16,916 peers)

HCR multi-year trail

HCR's plans moved +14.3% in assets from 2022 to 2024; this filing shows Hcr Employee Stock Ownership Plan at $8M / 475 participants.

#9,590
in Healthcare & Social Assistance (16,916 peers)
-8.8%
assets change YoY

The plan reported a net loss of $791K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hcr Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hcr Employee Stock Ownership Plan vs every filed plan by assets

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

$8,242,017 Top 48% higher than 52% 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

Hcr 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. Hcr Employee Stock Ownership Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hcr Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$791K in the plan year 2024 filing.
  • Hcr Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Hcr Employee Stock Ownership Plan reported participants fell from 502 in the plan year 2023 filing to 475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161108008 · HCR PY 2024 · ESOP

Hcr Employee Stock Ownership Plan · $8M · 475 · 52nd

  • 5500 $8M
  • 5500 475
  • 5500 52nd
  • 5500 ESOP
  • 5500 near Hilbers, Inc. Employee Stock Ownership Plan
  • 5500 ind #9590

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 New York →

Hcr Employee Stock Ownership Plan in the asset neighbourhood

Bartlett Brainard Eacott, Inc. Employee Stock Ownership PlanBartlett Brainard Eacott, In…$8MWaukesha State Bank Employee Stock Ownership PlanWaukesha State Bank Employee…$8MFrank Schipper Construction Co. Employee Stock Ownership PlanFrank Schipper Construction …$8MHcr Employee Stock Ownership PlanHcr Employee Stock Ownership…$8MHilbers, Inc. Employee Stock Ownership PlanHilbers, Inc. Employee Stock…$8M
End-of-year total assets ($M) among Hcr Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

HCR multi-year asset trail

Sponsor-wide plan assets over time

All HCR plans reported in each filing year

Latest sponsor-wide plan assets
$26M 14.328578992531755% vs 2022
2024 filing year
$22M$23M$24M$25M$26M$27M 202220232024 $23.1M $26.4M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 1,188 $23M
2023 2 1,159 $25M
2024 2 1,129 $26M

HCR filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$791K
Employer EIN161108008
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Hcr Employee Stock Ownership Plan, Total assets ($M): 8.242017 · Participants: 475Hcr Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Hcr Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Hcr Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Hilbers, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in OH (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Hcr Employee Stock Ownership Plan assets move in 2024? ▼
Hcr Employee Stock Ownership Plan pulled back noticeably - down 8.8% during 2024, from $9M to $8M. Reported net income was -$791K.
How have HCR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HCR's sponsor-wide assets grew 14.3%, from $23M to $26M.
Which ESOP plans are similar in size to Hcr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hilbers, Inc. Employee Stock Ownership Plan in CA ($8M, 77 participants).
Which ESOP plans cover a similar participant headcount to Hcr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in OH (475 participants, $20M 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 161108008.

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.