ESOP · DOL Form 5500 · 2022

Heath Ceramics, Ltd. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
179
Participants Small participant base
39th
Percentile by assets National rank
$15,679
Avg per participant Low balance/head
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Official DOL plan name: Heath Ceramics Employee Stock Ownership Plan · Sponsored by Heath Ceramics, Ltd. · California · Manufacturing

$3M in assets, 179 participants

Heath Ceramics, Ltd.'s Heath Ceramics Employee Stock Ownership Plan reported $3M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,653 in Manufacturing (20,602 peers)

Coverage in California

Heath Ceramics Employee Stock Ownership Plan covers 179 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,653
in Manufacturing (20,602 peers)
-11.9%
assets change YoY

The plan reported a net loss of $380K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heath Ceramics Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Heath Ceramics Employee Stock Ownership Plan vs every filed plan by assets

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

$2,806,563 39th percentile higher than 39% 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

Heath Ceramics 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. Heath Ceramics Employee Stock Ownership Plan sits mid-pack in the medium band (179 participants).

Form 5500 schedule snapshot

Filing strip 753123399 · Heath Ceramics, Ltd. PY 2022 · ESOP

Heath Ceramics Employee Stock Ownership Plan · $3M · 179 · 39th

  • PCT $3M
  • PCT 179
  • PCT 39th
  • PCT ESOP
  • PCT near Velocity Constructors, Inc. Employee Stock Ownership Plan
  • PCT ind #4653

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 →

Heath Ceramics Employee Stock Ownership Plan in the asset neighbourhood

Heath Ceramics Employee Stock Ownership PlanHeath Ceramics Employee Stoc…$3MVelocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$3MF. R. Bell & Associates Employee Stock Ownership PlanF. R. Bell & Associates Empl…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$3M
End-of-year total assets ($M) among Heath Ceramics Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$380K
Employer EIN753123399
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heath Ceramics, Ltd.)

Sponsor-wide plan assets over time

All Heath Ceramics, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.009514007099218% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $13.8M ▲ +13.0%
Year Plans Participants Total Assets
2022 2 346 $12M
2023 2 350 $14M
2024 2 315 $14M

Nearby ESOP Plans in California

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

Heath Ceramics Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Heath Ceramics Employee Stock Ownership Plan, Total assets ($B): 0.002806563 · Participants: 179Heath Ceramics 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
Heath Ceramics Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Heath Ceramics Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Velocity Constructors, Inc. Employee Stock Ownership Plan in CO ($3M); by covered participants it is Katahdin Trust Company Employee Stock Ownership Plan in ME (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Heath Ceramics Employee Stock Ownership Plan assets move in 2022? ▼
Heath Ceramics Employee Stock Ownership Plan pulled back noticeably - down 11.9% during 2022, from $3M to $3M. Reported net income was -$380K.
How have Heath Ceramics, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heath Ceramics, Ltd.'s sponsor-wide assets grew 13.0%, from $12M to $14M.
Which ESOP plans are similar in size to Heath Ceramics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Velocity Constructors, Inc. Employee Stock Ownership Plan in CO ($3M, 52 participants).
Which ESOP plans cover a similar participant headcount to Heath Ceramics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Katahdin Trust Company Employee Stock Ownership Plan in ME (179 participants, $2M 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 753123399.

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.