ESOP · DOL Form 5500 · 2022

Valves & Fittings of Houston, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
33
Participants Small participant base
76th
Percentile by assets National rank
$551,913
Avg per participant High balance/head
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Official DOL plan name: Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Valves & Fittings of Houston, Inc. · Texas · Wholesale Trade

$18M in assets, 33 participants

Valves & Fittings of Houston, Inc.'s Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,976 in Wholesale Trade (6,843 peers)

Where Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust sits by assets

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 33 participants (~$551,913/participant), up 8.6% in 2022.

#4,976
in Wholesale Trade (6,843 peers)
+8.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,213,125 Top 24% higher than 76% of 139,123 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 2022

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust is a small filing (33 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 742121498 · Valves & Fittings of Houston, Inc. PY 2022 · ESOP

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust · $18M · 33 · 76th

  • ASSETS $18M
  • PCT 33
  • EIN 76th
  • RANK ESOP
  • PHOTO near Kerotest Industries, Inc. Employee Stock Ownership Plan
  • IND ind #4976

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 →

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Pacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$18MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$18MKerotest Industries, Inc. Employee Stock Ownership PlanKerotest Industries, Inc. Em…$18MCoho Partners, Ltd Employee Stock Ownership PlanCoho Partners, Ltd Employee …$18MValves and Fittings of Houston, Inc. Employee Stock Ownership Plan and TrustValves and Fittings of Houst…$18M
End-of-year total assets ($M) among Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN742121498
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valves & Fittings of Houston, Inc.)

Sponsor-wide plan assets over time

All Valves & Fittings of Houston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.325076009745718% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $18.2M $14.9M ▼ -18.3%
Year Plans Participants Total Assets
2022 1 33 $18M
2023 1 28 $17M
2024 1 29 $15M

Nearby ESOP Plans in Texas

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

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.018213125 · Participants: 33Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Kerotest Industries, Inc. Employee Stock Ownership Plan in PA ($18M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.6% during 2022, from $17M to $18M. Reported net income was $1M.
How have Valves & Fittings of Houston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valves & Fittings of Houston, Inc.'s sponsor-wide assets declined 18.3%, from $18M to $15M.
Where does Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kerotest Industries, Inc. Employee Stock Ownership Plan in PA ($18M, 137 participants).
Which ESOP plans cover a similar participant headcount to Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742121498.

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.