ESOP · DOL Form 5500 · 2024

Hunter-Davisson Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
115
Participants Small participant base
48th
Percentile by assets National rank
$58,522
Avg per participant Low balance/head
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Official DOL plan name: Hunter-Davisson, Inc. Employee Stock Ownership Plan · Sponsored by Hunter-Davisson Inc · Oregon · Construction

$7M in assets, 115 participants

Hunter-Davisson Inc's Hunter-Davisson, Inc. Employee Stock Ownership Plan reported $7M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,168 in Construction (9,039 peers)

Coverage in Oregon

Hunter-Davisson, Inc. Employee Stock Ownership Plan covers 115 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#4,168
in Construction (9,039 peers)
+13.9%
assets growth YoY

Hunter-Davisson, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Hunter-Davisson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,730,000 48th percentile higher than 48% 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

Hunter-Davisson, Inc. 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. Hunter-Davisson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hunter-Davisson, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hunter-Davisson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Hunter-Davisson, Inc. Employee Stock Ownership Plan reported participants rose from 102 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930549473 · Hunter-Davisson Inc PY 2024 · ESOP

Hunter-Davisson, Inc. Employee Stock Ownership Plan · $7M · 115 · 48th

  • VS-ST $7M
  • VS-ST 115
  • VS-ST 48th
  • VS-ST ESOP
  • VS-ST near Wallace Employee Stock Ownership Plan
  • VS-ST ind #4168

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 Oregon →

Hunter-Davisson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Community Clinical Research, Inc. Employee Stock Ownership PlanCommunity Clinical Research,…$7MHunter-Davisson, Inc. Employee Stock Ownership PlanHunter-Davisson, Inc. Employ…$7MWallace Employee Stock Ownership PlanWallace Employee Stock Owner…$7MTradesmen Holdings Company, Inc. Employee Stock Ownership PlanTradesmen Holdings Company, …$7MPhase 2 Development, Inc. Employee Stock Ownership PlanPhase 2 Development, Inc. Em…$7M
End-of-year total assets ($M) among Hunter-Davisson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$575K
Net Income$1M
Employer EIN930549473
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hunter-Davisson Inc)

Sponsor-wide plan assets over time

All Hunter-Davisson Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26M 54.95535117630431% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26.2M ▲ +54.9%
Year Plans Participants Total Assets
2022 2 230 $17M
2023 2 223 $22M
2024 2 253 $26M

Nearby ESOP Plans in Oregon

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

Hunter-Davisson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Hunter-Davisson, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.73 · Participants: 115Hunter-Davisson, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Hunter-Davisson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Hunter-Davisson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hunter-Davisson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Wallace Employee Stock Ownership Plan in NH ($7M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Hunter-Davisson, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hunter-Davisson, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Hunter-Davisson Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hunter-Davisson Inc's sponsor-wide assets grew 55.0%, from $17M to $26M.
Which ESOP plans are similar in size to Hunter-Davisson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wallace Employee Stock Ownership Plan in NH ($7M, 43 participants).
Which ESOP plans cover a similar participant headcount to Hunter-Davisson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants, $4M 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 930549473.

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.