ESOP · DOL Form 5500 · 2022

House & Robertson Architects, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
52
Participants Small participant base
56th
Percentile by assets National rank
$127,091
Avg per participant Near avg balance/head
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Official DOL plan name: House & Robertson Architects, Inc. Employee Stock Ownership Plan · Sponsored by House & Robertson Architects, Inc. · California · Professional & Technical Services

$7M in assets, 52 participants

House & Robertson Architects, Inc.'s House & Robertson Architects, Inc. Employee Stock Ownership Plan reported $7M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,738 in Professional & Technical Services (21,562 peers)

House & Robertson Architects, Inc. multi-year trail

House & Robertson Architects, Inc.'s plans moved -44.6% in assets from 2022 to 2024; this filing shows House & Robertson Architects, Inc. Employee Stock Ownership Plan at $7M / 52 participants.

#11,738
in Professional & Technical Services (21,562 peers)
+30.8%
assets growth YoY

House & Robertson Architects, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

House & Robertson Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,608,742 Top 44% higher than 56% 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

House & Robertson Architects, 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. House & Robertson Architects, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 954734811 · House & Robertson Architects, Inc. PY 2022 · ESOP

House & Robertson Architects, Inc. Employee Stock Ownership Plan · $7M · 52 · 56th

  • PHOTO $7M
  • IND 52
  • EOY 56th
  • 5500 ESOP
  • ASSETS near Lewis Systems and Service Co, Inc. ESOP
  • PCT ind #11738

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 →

House & Robertson Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood

House & Robertson Architects, Inc. Employee Stock Ownership PlanHouse & Robertson Architects…$7MLewis Systems and Service Co, Inc. ESOPLewis Systems and Service Co…$7MHba Architecture Interior Design, Inc. ESOP IIHba Architecture Interior De…$7MDavis Enterprises, Inc. Employee Stock Ownership Plan and TrustDavis Enterprises, Inc. Empl…$7MEdminster, Hinshaw, Russ & Associates, Inc. Employee Stock Ownership Plan and TrustEdminster, Hinshaw, Russ & A…$7M
End-of-year total assets ($M) among House & Robertson Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

House & Robertson Architects, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All House & Robertson Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.63636195814574% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.61M $3.66M ▼ -44.6%
Year Plans Participants Total Assets
2022 1 52 $7M
2023 1 67 $4M
2024 1 56 $4M

House & Robertson Architects, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN954734811
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

House & Robertson Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants House & Robertson Architects, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006608742 · Participants: 52House & Robertson Architects, 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
House & Robertson Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare House & Robertson Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

House & Robertson Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lewis Systems and Service Co, Inc. ESOP in NC ($7M); by covered participants it is Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in OR (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 House & Robertson Architects, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
House & Robertson Architects, Inc. Employee Stock Ownership Plan surged - up 30.8% during 2022, from $5M to $7M. Reported net income was $2M.
How have House & Robertson Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), House & Robertson Architects, Inc.'s sponsor-wide assets declined 44.6%, from $7M to $4M.
Which ESOP plans are similar in size to House & Robertson Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lewis Systems and Service Co, Inc. ESOP in NC ($7M, N/A participants).
Which ESOP plans cover a similar participant headcount to House & Robertson Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in OR (52 participants, $1M 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 954734811.

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.