ESOP · DOL Form 5500 · 2022

Herron Holding Company, Inc. ESOP

Data updated 2026-08-25

$145K
Total assets Small plan by assets
31
Participants Small participant base
8th
Percentile by assets National rank
$4,670
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Herron Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Herron Holding Company, Inc. · California · Professional & Technical Services

$145K in assets, 31 participants

Herron Holding Company, Inc.'s Herron Holding Company, Inc. Employee Stock Ownership Plan reported $145K in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,524 in Professional & Technical Services (21,562 peers)

2022 asset change

Herron Holding Company, Inc. Employee Stock Ownership Plan contracted severely 91.5% in 2022 ($2M → $145K) for 31 participants.

#1,524
in Professional & Technical Services (21,562 peers)
-91.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herron Holding Company, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Herron Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$144,783 8th percentile higher than 8% 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

Herron Holding Company, Inc. 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. Herron Holding Company, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 832360106 · Herron Holding Company, Inc. PY 2022 · ESOP

Herron Holding Company, Inc. Employee Stock Ownership Plan · $145K · 31 · 8th

  • RANK $145K
  • RANK 31
  • RANK 8th
  • RANK ESOP
  • RANK near Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association
  • RANK ind #1524

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 →

Herron Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sme Administrative Services, Inc., Employees Stock Ownership PlanSme Administrative Services,…$148KHerron Holding Company, Inc. Employee Stock Ownership PlanHerron Holding Company, Inc.…$145KEmployee Stock Ownership Plan of Wake Forest Federal Savings & Loan AssociationEmployee Stock Ownership Pla…$142KT-Bowl Investments, Inc. Employee Stock Ownership PlanT-Bowl Investments, Inc. Emp…$142KCp Shared Services Employee Stock Ownership PlanCp Shared Services Employee …$142K
End-of-year total assets ($M) among Herron Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income-$1M
Employer EIN832360106
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Herron Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Herron Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000144783 · Participants: 31Herron Holding Company, Inc. 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
Herron Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Herron Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Herron Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association in NC ($142K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Herron Holding Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Herron Holding Company, Inc. Employee Stock Ownership Plan contracted severely - down 91.5% during 2022, from $2M to $145K. Reported net income was -$1M.
Where does Herron Holding Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Herron Holding Company, Inc. Employee Stock Ownership Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Herron Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association in NC ($142K, 4 participants).
Which ESOP plans cover a similar participant headcount to Herron Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K 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 832360106.

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.