ESOP · DOL Form 5500 · 2022

Thea Holdings, LLC ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
118
Participants Small participant base
34th
Percentile by assets National rank
$17,381
Avg per participant Low balance/head
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Official DOL plan name: Thea Holdings Employee Stock Ownership Plan · Sponsored by Thea Holdings, LLC · New Jersey · Professional & Technical Services

$2M in assets, 118 participants

Thea Holdings, LLC's Thea Holdings Employee Stock Ownership Plan reported $2M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,636 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Thea Holdings Employee Stock Ownership Plan covers 118 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#6,636
in Professional & Technical Services (21,562 peers)
+45.2%
assets growth YoY

Thea Holdings Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Thea Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$2,051,000 34th percentile higher than 34% 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

Thea Holdings 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. Thea Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 876460001 · Thea Holdings, LLC PY 2022 · ESOP

Thea Holdings Employee Stock Ownership Plan · $2M · 118 · 34th

  • BOOK $2M
  • BOOK 118
  • BOOK 34th
  • BOOK ESOP
  • BOOK near R&c Roofing, Inc. Employee Stock Ownership Plan
  • BOOK ind #6636

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 New Jersey →

Thea Holdings Employee Stock Ownership Plan in the asset neighbourhood

Thea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$2MR&c Roofing, Inc. Employee Stock Ownership PlanR&c Roofing, Inc. Employee S…$2MK&k Electric, Inc. Employee Stock Ownership PlanK&k Electric, Inc. Employee …$2MClean Scapes Employee Stock Ownership PlanClean Scapes Employee Stock …$2MFuture Care Associates, Inc. Employee Stock Ownership PlanFuture Care Associates, Inc.…$2M
End-of-year total assets ($M) among Thea Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$42M
Net Income$3M
Employer EIN876460001
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thea Holdings, LLC)

Sponsor-wide plan assets over time

All Thea Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$228K 88.88347147732813% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.05M $0.23M ▼ -88.8%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 119 $369K
2024 1 123 $228K

Nearby ESOP Plans in New Jersey

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

Thea Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Thea Holdings Employee Stock Ownership Plan, Total assets ($M): 2.051 · Participants: 118Thea Holdings Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Thea Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Thea Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Thea Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is R&c Roofing, Inc. Employee Stock Ownership Plan in WA ($2M); by covered participants it is Hydro-Vac Holdings Employee Stock Ownership Plan in OH (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Thea Holdings Employee Stock Ownership Plan assets move in 2022? ▼
Thea Holdings Employee Stock Ownership Plan surged - up 45.2% during 2022, from $1M to $2M. Reported net income was $3M.
How have Thea Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thea Holdings, LLC's sponsor-wide assets declined 88.9%, from $2M to $228K.
Which ESOP plans are similar in size to Thea Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R&c Roofing, Inc. Employee Stock Ownership Plan in WA ($2M, 140 participants).
Which ESOP plans cover a similar participant headcount to Thea Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Vac Holdings Employee Stock Ownership Plan in OH (118 participants, $23M 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 876460001.

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.