ESOP · DOL Form 5500 · 2022
Roy's Holdings, Inc. ESOP
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $45,082
- Avg per participant Low balance/head
Official DOL plan name: Roy's Holding's, Inc. Employee Stock Ownership Plan · Sponsored by Roy's Holdings, Inc. · Hawaii · Food Services & Accommodation
$17M in assets, 382 participants
Roy's Holdings, Inc.'s Roy's Holding's, Inc. Employee Stock Ownership Plan reported $17M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #4,306 in Food Services & Accommodation (4,592 peers)
Where Roy's Holding's, Inc. Employee Stock Ownership Plan sits by assets
Roy's Holding's, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 382 participants (~$45,082/participant), up 8.0% in 2022.
- #4,306
- in Food Services & Accommodation (4,592 peers)
- +8.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Roy's Holding's, Inc. Employee Stock Ownership Plan's outsized position by total assets
Roy's Holding's, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,221,308 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Roy's Holding's, Inc. 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. Roy's Holding's, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (382 participants).
Published 5500 schedule card
Filing strip 990341036 · Roy's Holdings, Inc. PY 2022 · ESOP
Roy's Holding's, Inc. Employee Stock Ownership Plan · $17M · 382 · 75th
- IND $17M
- IND 382
- IND 75th
- IND ESOP
- IND near Toll Company Employee Stock Ownership Plan
- IND ind #4306
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 Hawaii →
Roy's Holding's, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | $2M |
| Employer EIN | 990341036 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roy's Holdings, Inc.)
Sponsor-wide plan assets over time
All Roy's Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 3.3957292907135743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $17M |
| 2023 | 1 | 329 | $18M |
| 2024 | 1 | 432 | $18M |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bowers & Kubota Consulting, Inc. ESOP $110M · 260
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $109M · 1,734
- R. M. Towill Corporation Employee Stock Ownership Plan $103M · 99
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $93M · 109
- Hpm Building Supply Employee Stock Ownership Plan $83M · 338
Roy's Holding's, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Toll Company Employee Stock Ownership Plan in MN ($17M); by covered participants it is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (382 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.