ESOP · DOL Form 5500 · 2022

Employee Owned Holdings, Inc. ESOP

Data updated 2026-08-25

$128M
Total assets Near avg plan size
300
Participants Below avg headcount
94th
Percentile by assets National rank
$428,040
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Owned Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Employee Owned Holdings, Inc. · Texas · Wholesale Trade

$128M in assets, 300 participants

Employee Owned Holdings, Inc.'s Employee Owned Holdings, Inc. Employee Stock Ownership Plan reported $128M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,523 in Wholesale Trade (6,843 peers)

Coverage in Texas

Employee Owned Holdings, Inc. Employee Stock Ownership Plan covers 300 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $128M.

#6,523
in Wholesale Trade (6,843 peers)
+11.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Employee Owned Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$128,411,945 Top 6% higher than 94% 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. 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. Employee Owned Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (300 participants).

Form 5500 schedule snapshot

Filing strip 208026834 · Employee Owned Holdings, Inc. PY 2022 · ESOP

Employee Owned Holdings, Inc. Employee Stock Ownership Plan · $128M · 300 · 94th

  • NET $128M
  • BOOK 300
  • VS-ST 94th
  • BOY ESOP
  • SCH near Angelo Iafrate Inc. Employee Stock Ownership Plan
  • EBSA ind #6523

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 Texas →

Employee Owned Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Calibre Systems, Inc. Employee Stock Ownership PlanCalibre Systems, Inc. Employ…$130MPavement Recycling Systems, Inc. Employee Stock Ownership PlanPavement Recycling Systems, …$130MAngelo Iafrate Inc. Employee Stock Ownership PlanAngelo Iafrate Inc. Employee…$130MEmployee Owned Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$128MInvestors Bank Amended and Restated Employee Stock Ownership PlanInvestors Bank Amended and R…$127M
End-of-year total assets ($M) among Employee Owned Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$128M
Net Income$13M
Employer EIN208026834
Plan Effective Date1965-01-01
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 ESOP Plans in Texas

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

Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Employee Owned Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.128411945 · Participants: 300Employee Owned Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Employee Owned Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Angelo Iafrate Inc. Employee Stock Ownership Plan in MI ($130M); by covered participants it is Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust in OR (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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. Employee Stock Ownership Plan assets move in 2022? ▼
Employee Owned Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.3% during 2022, from $115M to $128M. Reported net income was $13M.
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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Employee Owned Holdings, Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Employee Owned Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Angelo Iafrate Inc. Employee Stock Ownership Plan in MI ($130M, 66 participants).
Which ESOP plans cover a similar participant headcount to Employee Owned Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust in OR (300 participants, $64M 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.