ESOP · DOL Form 5500 · 2022

Harris & Associates ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
168
Participants Small participant base
78th
Percentile by assets National rank
$123,035
Avg per participant Near avg balance/head
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Official DOL plan name: Harris & Associates Employee Stock Ownership Plan · Sponsored by Harris & Associates · California · Professional & Technical Services

$21M in assets, 168 participants

Harris & Associates's Harris & Associates Employee Stock Ownership Plan reported $21M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,814 in Professional & Technical Services (21,562 peers)

Coverage in California

Harris & Associates Employee Stock Ownership Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $21M.

#16,814
in Professional & Technical Services (21,562 peers)
+19.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Harris & Associates Employee Stock Ownership Plan's outsized position by total assets

Harris & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$20,669,892 Top 22% higher than 78% 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

Harris & Associates Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris & Associates Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 942385238 · Harris & Associates PY 2022 · ESOP

Harris & Associates Employee Stock Ownership Plan · $21M · 168 · 78th

  • RANK $21M
  • PHOTO 168
  • IND 78th
  • EOY ESOP
  • 5500 near Commercial Tire, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #16814

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 →

Harris & Associates Employee Stock Ownership Plan in the asset neighbourhood

Geolabs, Inc. Employee Stock Ownership PlanGeolabs, Inc. Employee Stock…$21MDelta Consulting Group, Inc. Employee Stock Ownership PlanDelta Consulting Group, Inc.…$21MAms Mechanical Holdings, Inc. Employee Stock Ownership PlanAms Mechanical Holdings, Inc…$21MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$21MCommercial Tire, Inc. Employee Stock Ownership Plan and TrustCommercial Tire, Inc. Employ…$21M
End-of-year total assets ($M) among Harris & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN942385238
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris & Associates)

Sponsor-wide plan assets over time

All Harris & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$71M 28.956767103495828% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.2M $71.1M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 398 $55M
2023 2 428 $63M
2024 2 458 $71M

Nearby ESOP Plans in California

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

Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Harris & Associates Employee Stock Ownership Plan, Total assets ($B): 0.020669892 · Participants: 168Harris & Associates 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
Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Harris & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Harris & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Commercial Tire, Inc. Employee Stock Ownership Plan and Trust in ID ($21M); by covered participants it is Dennis Beverage Company Employee Stock Ownership Plan in ME (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Harris & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Harris & Associates Employee Stock Ownership Plan grew sharply - up 19.6% during 2022, from $17M to $21M. Reported net income was $3M.
How have Harris & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris & Associates's sponsor-wide assets grew 29.0%, from $55M to $71M.
Where does Harris & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harris & Associates Employee Stock Ownership Plan ranks in the 78th 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 Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commercial Tire, Inc. Employee Stock Ownership Plan and Trust in ID ($21M, 784 participants).
Which ESOP plans cover a similar participant headcount to Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dennis Beverage Company Employee Stock Ownership Plan in ME (168 participants, $8M 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 942385238.

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.