ESOP · DOL Form 5500 · 2022

Hart Howerton Holdings, Ltd. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
147
Participants Small participant base
81st
Percentile by assets National rank
$172,309
Avg per participant Above avg balance/head
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Official DOL plan name: Hart Howerton Employee Stock Ownership Plan · Sponsored by Hart Howerton Holdings, Ltd. · California · Professional & Technical Services

$25M in assets, 147 participants

Hart Howerton Holdings, Ltd.'s Hart Howerton Employee Stock Ownership Plan reported $25M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,518 in Professional & Technical Services (21,562 peers)

Coverage in California

Hart Howerton Employee Stock Ownership Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $25M.

#17,518
in Professional & Technical Services (21,562 peers)
+30.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hart Howerton Employee Stock Ownership Plan's outsized position by total assets

Hart Howerton Employee Stock Ownership Plan vs every filed plan by assets

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

$25,329,493 Top 19% higher than 81% 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

Hart Howerton 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. Hart Howerton Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

Published 5500 schedule card

Filing strip 274085152 · Hart Howerton Holdings, Ltd. PY 2022 · ESOP

Hart Howerton Employee Stock Ownership Plan · $25M · 147 · 81st

  • TYPE $25M
  • TYPE 147
  • TYPE 81st
  • TYPE ESOP
  • TYPE near Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #17518

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 →

Hart Howerton Employee Stock Ownership Plan in the asset neighbourhood

Vineyard Brands Wines, Inc. Employee Stock Ownership PlanVineyard Brands Wines, Inc. …$25MMoody's Co-Worker Owned Employee Stock Ownership PlanMoody's Co-Worker Owned Empl…$25MCramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$25MHart Howerton Employee Stock Ownership PlanHart Howerton Employee Stock…$25MSonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$25M
End-of-year total assets ($M) among Hart Howerton Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN274085152
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Howerton Holdings, Ltd.)

Sponsor-wide plan assets over time

All Hart Howerton Holdings, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 3.8572386742995604% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.3M $26.3M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 147 $25M
2023 1 139 $29M
2024 1 128 $26M

Nearby ESOP Plans in California

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

Hart Howerton Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hart Howerton Employee Stock Ownership Plan, Total assets ($B): 0.025329493 · Participants: 147Hart Howerton 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
Hart Howerton Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hart Howerton Employee Stock Ownership Plan side-by-side with 3 peers →

Hart Howerton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in VA ($25M); by covered participants it is Viasun Corporation Employee Stock Ownership Plan in AZ (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Hart Howerton Employee Stock Ownership Plan assets move in 2022? ▼
Hart Howerton Employee Stock Ownership Plan surged - up 30.9% during 2022, from $19M to $25M. Reported net income was $7M.
How have Hart Howerton Holdings, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Howerton Holdings, Ltd.'s sponsor-wide assets grew 3.9%, from $25M to $26M.
Where does Hart Howerton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hart Howerton Employee Stock Ownership Plan ranks in the 81st 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 ESOP plans are similar in size to Hart Howerton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in VA ($25M, 129 participants).
Which ESOP plans cover a similar participant headcount to Hart Howerton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Viasun Corporation Employee Stock Ownership Plan in AZ (147 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 274085152.

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.