401(k) · DOL Form 5500 · 2022

Employee Owned Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
302
Participants Below avg headcount
80th
Percentile by assets National rank
$81,833
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Employee Owned Holdings, Inc. · Texas · Wholesale Trade

$25M in assets, 302 participants

Employee Owned Holdings, Inc.'s Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,422 in Wholesale Trade (6,843 peers)

Coverage in Texas

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan covers 302 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#5,422
in Wholesale Trade (6,843 peers)
-6.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,713,553 Top 20% higher than 80% 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

Employee Owned Holdings, Inc. 401(k) Profit Sharing 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. Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (302 participants).

Published 5500 schedule card

Filing strip 208026834 · Employee Owned Holdings, Inc. PY 2022 · 401(k)

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan · $25M · 302 · 80th

  • IND $25M
  • EOY 302
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Adelfi Credit Union
  • EIN ind #5422

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 Wholesale Trade retirement plans → · Plans in Texas →

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Keweenaw Bay Indian Community 401(k) PlanKeweenaw Bay Indian Communit…$25MEmployee Owned Holdings, Inc. 401(k) Profit Sharing PlanEmployee Owned Holdings, Inc…$25MAdelfi Credit Union$25MMattoon Precision Manufacturing, Inc. Profit Sharing 401(k) PlanMattoon Precision Manufactur…$25MRoyal Neighbors of America 401(k) Retirement PlanRoyal Neighbors of America 4…$25M
End-of-year total assets ($M) among Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income-$2M
Employer EIN208026834
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Inc.)

Sponsor-wide plan assets over time

All Employee Owned Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$186M 21.596533191356542% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $153M $186M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 602 $153M
2023 2 613 $178M
2024 2 659 $186M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024713553 · Participants: 302Employee Owned Holdings, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Adelfi Credit Union in CA ($25M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 6.3% during 2022, from $26M to $25M. Reported net income was -$2M.
How have Employee Owned Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Holdings, Inc.'s sponsor-wide assets grew 21.6%, from $153M to $186M.
Where does Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 80th 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 401(k) plans are similar in size to Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adelfi Credit Union in CA ($25M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is N.R.F. Distributors Retirement Savings Plan in ME (302 participants, $18M 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 208026834.

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.