ESOP · DOL Form 5500 · 2024

Heptacore, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
97
Participants Small participant base
39th
Percentile by assets National rank
$43,918
Avg per participant Low balance/head
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Official DOL plan name: Heptacore, Inc. Employee Stock Ownership Plan · Sponsored by Heptacore, Inc. · Missouri · Management of Enterprises

$4M in assets, 97 participants

Heptacore, Inc.'s Heptacore, Inc. Employee Stock Ownership Plan reported $4M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #303 in Management of Enterprises (1,133 peers)

Heptacore, Inc. multi-year trail

Heptacore, Inc.'s plans moved -78.9% in assets from 2023 to 2024; this filing shows Heptacore, Inc. Employee Stock Ownership Plan at $4M / 97 participants.

#303
in Management of Enterprises (1,133 peers)
-78.9%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heptacore, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Heptacore, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,260,000 39th percentile higher than 39% 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

Heptacore, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heptacore, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heptacore, Inc. Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Heptacore, Inc. Employee Stock Ownership Plan end-of-year assets fell from $20M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431612921 · Heptacore, Inc. PY 2024 · ESOP

Heptacore, Inc. Employee Stock Ownership Plan · $4M · 97 · 39th

  • SCH $4M
  • SCH 97
  • SCH 39th
  • SCH ESOP
  • SCH near Ocp Contractors, Inc. Employee Stock Ownership Plan
  • SCH ind #303

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 Missouri →

Heptacore, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Heptacore, Inc. Employee Stock Ownership PlanHeptacore, Inc. Employee Sto…$4MOcp Contractors, Inc. Employee Stock Ownership PlanOcp Contractors, Inc. Employ…$4MBelden Brick & Supply Employee Stock Ownership PlanBelden Brick & Supply Employ…$4MAutonomous Solutions, Inc. Employee Stock Ownership PlanAutonomous Solutions, Inc. E…$4MTechnical Air Systems, Inc. Employee Stock Ownership PlanTechnical Air Systems, Inc. …$4M
End-of-year total assets ($M) among Heptacore, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Heptacore, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heptacore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.87002970149652% vs 2023
2024 filing year
$0M$5M$10M$15M$20M$25M 20232024 $20.2M $4.26M ▼ -78.9%
Year Plans Participants Total Assets
2023 1 45 $20M
2024 1 97 $4M

Heptacore, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)-$17M
Net Income-$17M
Employer EIN431612921
Plan Effective Date2023-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Heptacore, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Heptacore, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00426 · Participants: 97Heptacore, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Heptacore, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Heptacore, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Ocp Contractors, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Barnes, Inc. Employee Stock Ownership Plan in WI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Heptacore, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Heptacore, Inc. Employee Stock Ownership Plan contracted severely - down 78.9% during 2024, from $20M to $4M. Reported net income was -$17M.
How have Heptacore, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heptacore, Inc.'s sponsor-wide assets declined 78.9%, from $20M to $4M.
Which ESOP plans are similar in size to Heptacore, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ocp Contractors, Inc. Employee Stock Ownership Plan in OH ($4M, 57 participants).
Which ESOP plans cover a similar participant headcount to Heptacore, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barnes, Inc. Employee Stock Ownership Plan in WI (97 participants, $7M 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 431612921.

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.