ESOP · DOL Form 5500 · 2022

Richard Holz, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
57
Participants Small participant base
52nd
Percentile by assets National rank
$94,652
Avg per participant Below avg balance/head
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Official DOL plan name: Rhi Employee Stock Ownership Plan · Sponsored by Richard Holz, Inc. · California · Construction

$5M in assets, 57 participants

Richard Holz, Inc.'s Rhi Employee Stock Ownership Plan reported $5M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,099 in Construction (9,927 peers)

Richard Holz, Inc. multi-year trail

Richard Holz, Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Rhi Employee Stock Ownership Plan at $5M / 57 participants.

#5,099
in Construction (9,927 peers)
+28.7%
assets growth YoY

Rhi Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Rhi Employee Stock Ownership Plan vs every filed plan by assets

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

$5,395,136 Top 48% higher than 52% 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

Rhi 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. Rhi Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954463762 · Richard Holz, Inc. PY 2022 · ESOP

Rhi Employee Stock Ownership Plan · $5M · 57 · 52nd

  • RANK $5M
  • RANK 57
  • RANK 52nd
  • RANK ESOP
  • RANK near Whitestone Associates, Inc. ESOP
  • RANK ind #5099

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 →

Rhi Employee Stock Ownership Plan in the asset neighbourhood

Rhi Employee Stock Ownership PlanRhi Employee Stock Ownership…$5MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$5MThe Halcyon Construction Corporation Employee Stock Ownership PlanThe Halcyon Construction Cor…$5MJensen Bridge & Supply Company Employee Stock Ownership PlanJensen Bridge & Supply Compa…$5MThe Miller-Clapperton Partnership, Inc. Employee Stock Ownership PlanThe Miller-Clapperton Partne…$5M
End-of-year total assets ($M) among Rhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Richard Holz, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Richard Holz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 100.12542779273777% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.4M $10.8M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 57 $5M
2023 1 60 $7M
2024 1 60 $11M

Richard Holz, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN954463762
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Rhi Employee Stock Ownership Plan, Total assets ($B): 0.005395136 · Participants: 57Rhi 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
Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

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

Outside California, the nearest ESOP by assets is Whitestone Associates, Inc. ESOP in NJ ($5M); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

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 Rhi Employee Stock Ownership Plan assets move in 2022?
Rhi Employee Stock Ownership Plan grew sharply - up 28.7% during 2022, from $4M to $5M. Reported net income was $2M.
How have Richard Holz, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard Holz, Inc.'s sponsor-wide assets grew 100.1%, from $5M to $11M.
Which ESOP plans are similar in size to Rhi Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Whitestone Associates, Inc. ESOP in NJ ($5M, 62 participants).
Which ESOP plans cover a similar participant headcount to Rhi Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M in assets).