ESOP · DOL Form 5500 · 2022

Shields, Harper & Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
58
Participants Small participant base
77th
Percentile by assets National rank
$333,599
Avg per participant High balance/head
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Official DOL plan name: Shields, Harper & Company Employee Stock Ownership Plan · Sponsored by Shields, Harper & Company · California · Wholesale Trade

$19M in assets, 58 participants

Shields, Harper & Company's Shields, Harper & Company Employee Stock Ownership Plan reported $19M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,073 in Wholesale Trade (6,843 peers)

Where Shields, Harper & Company Employee Stock Ownership Plan sits by assets

Shields, Harper & Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 58 participants (~$333,599/participant), up 5.7% in 2022.

#5,073
in Wholesale Trade (6,843 peers)
+5.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Shields, Harper & Company Employee Stock Ownership Plan's outsized position by total assets

Shields, Harper & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$19,348,748 Top 23% higher than 77% 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

Shields, Harper & Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shields, Harper & Company Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941751530 · Shields, Harper & Company PY 2022 · ESOP

Shields, Harper & Company Employee Stock Ownership Plan · $19M · 58 · 77th

  • NET $19M
  • NET 58
  • NET 77th
  • NET ESOP
  • NET near Stevens Industries, Inc. Employee Stock Ownership Plan
  • NET ind #5073

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 California →

Shields, Harper & Company Employee Stock Ownership Plan in the asset neighbourhood

Mid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19MCarley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$19MB & D Industrial, Inc. Employee Stock Ownership PlanB & D Industrial, Inc. Emplo…$19MShields, Harper & Company Employee Stock Ownership PlanShields, Harper & Company Em…$19MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$19M
End-of-year total assets ($M) among Shields, Harper & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN941751530
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shields, Harper & Company)

Sponsor-wide plan assets over time

All Shields, Harper & Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.5750966419119211% vs 2022
2024 filing year
$19.2M$19.3M$19.4M$19.5M 202220232024 $19.4M $19.2M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 58 $19M
2023 1 56 $19M
2024 1 57 $19M

Nearby ESOP Plans in California

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

Shields, Harper & Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Shields, Harper & Company Employee Stock Ownership Plan, Total assets ($B): 0.019348748 · Participants: 58Shields, Harper & Company Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Shields, Harper & Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Shields, Harper & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Shields, Harper & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Stevens Industries, Inc. Employee Stock Ownership Plan in IL ($19M); by covered participants it is Automated Conveyor Systems, Inc. Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Shields, Harper & Company Employee Stock Ownership Plan assets move in 2022? ▼
Shields, Harper & Company Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2022, from $18M to $19M. Reported net income was $1M.
How have Shields, Harper & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shields, Harper & Company's sponsor-wide assets declined 0.6%, from $19M to $19M.
Where does Shields, Harper & Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shields, Harper & Company Employee Stock Ownership Plan ranks in the 77th 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 Shields, Harper & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stevens Industries, Inc. Employee Stock Ownership Plan in IL ($19M, 408 participants).
Which ESOP plans cover a similar participant headcount to Shields, Harper & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Automated Conveyor Systems, Inc. Employee Stock Ownership Plan in AR (58 participants, $9M 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 941751530.

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.