· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUGHES PETERS — MJO INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015093254NAL0008540114001
HUGHES PETERS
Form 5500
FILING_RECEIVED
MJO INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
135
Plan assets (EOY)
$20.1M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUGHES PETERS
.
Find decision makers
Plan sponsor
Name
HUGHES PETERS
EIN
25-1841702
Address
8000 TECHNOLOGY BLVD. · HUBER HEIGHTS, OH · 45424
Phone
(937) 235-7163
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
MCGILL, POWER, BELL & ASSOC., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $20.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
* Hughes-Peters Common stock; 490,000 shares
Common Stocks
—
$14.1M
$20.1M
100.0%
Related plans
Similar-size Wholesale Trade plans
LIGHTING ASSOCIATES, INC.
LIGHTING ASSOCIATES, INC. PROFIT SHARING PLAN
$20.1M · 58 participants
SKULLCANDY, INC.
SKULLCANDY, INC. 401(K) PLAN
$20.1M · 129 participants
BRD OF TR OF THE EMPL SEC FD OF THE ELEC PROD IND-HEALTH & WELFARE PL
EMPLOYEES SECURITY FUND OF THE ELEC IND HEALTH AND WELFARE PLAN
$20.0M · 1,510 participants
BUCKLES-SMITH ELECTRIC CO.
BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN
$20.3M · 138 participants
B & F ELECTRIC MOTORS, INC.
100
Knocking points off
Top holding "Hughes-Peters Common stock; 490,000 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
B & F ELECTRIC MOTORS, INC. 401(K) PROFIT SHARING PLAN
$20.5M · 108 participants
FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC.
FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN
$19.6M · 219 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
