ESOP · DOL Form 5500 · 2024

Hbg, Inc. ESOP

Data updated 2026-08-25

$302M
Total assets Above avg plan size
1,386
Participants Near avg headcount
96th
Percentile by assets National rank
$217,713
Avg per participant Above avg balance/head
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Official DOL plan name: Hb Global Employee Stock Ownership Plan · Sponsored by Hbg, Inc. · Pennsylvania · Other Services

$302M in assets, 1,386 participants

Hbg, Inc.'s Hb Global Employee Stock Ownership Plan reported $302M in total assets and 1,386 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,640 in Other Services (7,719 peers)

Where Hb Global Employee Stock Ownership Plan sits by assets

Hb Global Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $302M for 1,386 participants (~$217,713/participant), up 47.2% in 2024.

#7,640
in Other Services (7,719 peers)
+47.2%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Hb Global Employee Stock Ownership Plan's outsized position by total assets

Hb Global Employee Stock Ownership Plan vs every filed plan by assets

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

$301,750,303 Top 4% higher than 96% 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

Hb Global Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hb Global Employee Stock Ownership Plan lands in the large band (1,386 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hb Global Employee Stock Ownership Plan end-of-year assets rose from $205M in the plan year 2023 filing to $302M in the plan year 2024 filing.
  • Hb Global Employee Stock Ownership Plan reported net income rose from $91M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Hb Global Employee Stock Ownership Plan reported participants fell from 1,404 in the plan year 2023 filing to 1,386 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822969290 · Hbg, Inc. PY 2024 · ESOP

Hb Global Employee Stock Ownership Plan · $302M · 1,386 · 96th

  • EBSA $302M
  • EBSA 1,386
  • EBSA 96th
  • EBSA ESOP
  • EBSA near Conair LLC Savings and Investment Plan
  • EBSA ind #7640

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 Pennsylvania →

Hb Global Employee Stock Ownership Plan in the asset neighbourhood

Griffon Corporation Employee Stock Ownership PlanGriffon Corporation Employee…$306MMott Corporation Employee Stock Ownership PlanMott Corporation Employee St…$305MHarcros Chemicals, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Empl…$303MConair LLC Savings and Investment PlanConair LLC Savings and Inves…$303MHb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$302M
End-of-year total assets ($M) among Hb Global Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$302M
Net Income$97M
Employer EIN822969290
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hbg, Inc.)

Sponsor-wide plan assets over time

All Hbg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 106.73345154640532% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $199M $411M ▲ +106.7%
Year Plans Participants Total Assets
2022 2 3,148 $199M
2023 2 3,261 $298M
2024 2 3,127 $411M

Nearby ESOP Plans in Pennsylvania

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

Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0246 Total assets ($B) Participants Hb Global Employee Stock Ownership Plan, Total assets ($B): 0.301750303 · Participants: 1386Hb Global Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Hb Global Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hb Global Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Conair LLC Savings and Investment Plan in NJ ($303M); by covered participants it is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX (1,385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,386 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 Hb Global Employee Stock Ownership Plan assets move in 2024? ▼
Hb Global Employee Stock Ownership Plan surged - up 47.2% during 2024, from $205M to $302M. Reported net income was $97M.
How have Hbg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hbg, Inc.'s sponsor-wide assets grew 106.7%, from $199M to $411M.
Where does Hb Global Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hb Global Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Conair LLC Savings and Investment Plan in NJ ($303M, 1,275 participants).
Which ESOP plans cover a similar participant headcount to Hb Global Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX (1,385 participants, $13M 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 822969290.

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.