ESOP · DOL Form 5500 · 2024
Humphrey & Associates Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 373
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $26,730
- Avg per participant Low balance/head
Official DOL plan name: The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · Sponsored by Humphrey & Associates Inc. · Texas · Construction
$10M in assets, 373 participants
Humphrey & Associates Inc.'s The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported $10M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #4,883 in Construction (9,039 peers)
Humphrey & Associates Inc. multi-year trail
Humphrey & Associates Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. at $10M / 373 participants.
- #4,883
- in Construction (9,039 peers)
- +12.1%
- assets growth YoY
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.'s mid-pack asset rank among Construction and all filers
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,970,182 Top 44% higher than 56% 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
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. 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. The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. reported participants rose from 367 in the plan year 2023 filing to 373 in the plan year 2024 filing.
DOL schedule card
Filing strip 741907160 · Humphrey & Associates Inc. PY 2024 · ESOP
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. · $10M · 373 · 56th
- NET $10M
- BOOK 373
- VS-ST 56th
- BOY ESOP
- SCH near Anchor Paper Company Employee Stock Ownership Plan & Trust
- EBSA ind #4883
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 →
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. in the asset neighbourhood
Humphrey & Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Humphrey & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 30.78504882133345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 806 | $45M |
| 2023 | 4 | 1,175 | $63M |
| 2024 | 2 | 790 | $59M |
Humphrey & Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 741907160 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
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
The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.'s out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Anchor Paper Company Employee Stock Ownership Plan & Trust in MN ($10M); by covered participants it is Donley Companies, Inc. Employee Stock Ownership Plan in OH (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (373 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.