ESOP · DOL Form 5500 · 2022

Worth Higgins & Associates, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
146
Participants Small participant base
51st
Percentile by assets National rank
$35,416
Avg per participant Low balance/head
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Official DOL plan name: Worth Higgins & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Worth Higgins & Associates, Inc. · Virginia · Manufacturing

$5M in assets, 146 participants

Worth Higgins & Associates, Inc.'s Worth Higgins & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #7,220 in Manufacturing (20,602 peers)

Coverage in Virginia

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan covers 146 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#7,220
in Manufacturing (20,602 peers)
+7.9%
assets growth YoY

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,170,769 Top 49% higher than 51% 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

Worth Higgins & Associates, 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. Worth Higgins & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 540880197 · Worth Higgins & Associates, Inc. PY 2022 · ESOP

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan · $5M · 146 · 51st

  • NET $5M
  • NET 146
  • NET 51st
  • NET ESOP
  • NET near Harland M. Braun & Co. Employee Stock Ownership Plan
  • NET ind #7220

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 Virginia →

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rp Oak Hill Building Company Employee Stock Ownership PlanRp Oak Hill Building Company…$5MLabcon, Inc. Employees' Stock Ownership Plan and TrustLabcon, Inc. Employees' Stoc…$5MWorth Higgins & Associates, Inc. Employee Stock Ownership PlanWorth Higgins & Associates, …$5MHarland M. Braun & Co. Employee Stock Ownership PlanHarland M. Braun & Co. Emplo…$5MSpeedrack Employee Stock Ownership PlanSpeedrack Employee Stock Own…$5M
End-of-year total assets ($M) among Worth Higgins & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$380K
Employer EIN540880197
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth Higgins & Associates, Inc.)

Sponsor-wide plan assets over time

All Worth Higgins & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.241439582201316% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 328 $17M
2023 2 325 $20M
2024 2 325 $21M

Nearby ESOP Plans in Virginia

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

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Worth Higgins & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.170769 · Participants: 146Worth Higgins & Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Worth Higgins & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Harland M. Braun & Co. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Von Tobel Corporation Employee Stock Ownership Plan in IN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Worth Higgins & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Worth Higgins & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.9% during 2022, from $5M to $5M. Reported net income was $380K.
How have Worth Higgins & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth Higgins & Associates, Inc.'s sponsor-wide assets grew 23.2%, from $17M to $21M.
Which ESOP plans are similar in size to Worth Higgins & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harland M. Braun & Co. Employee Stock Ownership Plan in CA ($5M, 33 participants).
Which ESOP plans cover a similar participant headcount to Worth Higgins & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Von Tobel Corporation Employee Stock Ownership Plan in IN (146 participants, $28M 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 540880197.

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.