ESOP · DOL Form 5500 · 2022

National Holistic Institute, Inc. ESOP

Data updated 2026-08-25

$361K
Total assets Small plan by assets
146
Participants Small participant base
15th
Percentile by assets National rank
$2,474
Avg per participant Low balance/head
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Official DOL plan name: Nhi Employee Stock Ownership Plan · Sponsored by National Holistic Institute, Inc. · California · Healthcare & Social Assistance

$361K in assets, 146 participants

National Holistic Institute, Inc.'s Nhi Employee Stock Ownership Plan reported $361K in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,275 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Nhi Employee Stock Ownership Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $361K.

#2,275
in Healthcare & Social Assistance (20,060 peers)
-57.8%
assets change YoY

Nhi Employee Stock Ownership Plan among the smaller filed plans by assets

Nhi Employee Stock Ownership Plan vs every filed plan by assets

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

$361,205 15th percentile higher than 15% 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

Nhi 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. Nhi Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 943013724 · National Holistic Institute, Inc. PY 2022 · ESOP

Nhi Employee Stock Ownership Plan · $361K · 146 · 15th

  • TYPE $361K
  • NET 146
  • BOOK 15th
  • VS-ST ESOP
  • BOY near Esi Inc. of Tennessee Employee Stock Ownership Plan
  • SCH ind #2275

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 →

Nhi Employee Stock Ownership Plan in the asset neighbourhood

Nhi Employee Stock Ownership PlanNhi Employee Stock Ownership…$361KEsi Inc. of Tennessee Employee Stock Ownership PlanEsi Inc. of Tennessee Employ…$360KSjh Derm, Inc. Employee Stock Ownership PlanSjh Derm, Inc. Employee Stoc…$360KSaversystems Employee Stock Ownership PlanSaversystems Employee Stock …$363KScj Associates, Inc. Employee Stock Ownership PlanScj Associates, Inc. Employe…$363K
End-of-year total assets ($M) among Nhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$856K
Net Assets (End of Year)$314K
Net Income$6K
Employer EIN943013724
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Holistic Institute, Inc.)

Sponsor-wide plan assets over time

All National Holistic Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.19752381028488% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3M $5.35M ▲ +78.3%
Year Plans Participants Total Assets
2022 2 320 $3M
2023 1 117 $228K
2024 2 719 $5M

Nearby ESOP Plans in California

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

Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Nhi Employee Stock Ownership Plan, Total assets ($B): 0.000361205 · Participants: 146Nhi 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
Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Nhi Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Esi Inc. of Tennessee Employee Stock Ownership Plan in GA ($360K); 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 Nhi Employee Stock Ownership Plan assets move in 2022? ▼
Nhi Employee Stock Ownership Plan contracted severely - down 57.8% during 2022, from $856K to $361K. Reported net income was $6K.
How have National Holistic Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holistic Institute, Inc.'s sponsor-wide assets grew 78.2%, from $3M to $5M.
Where does Nhi Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nhi Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Nhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Esi Inc. of Tennessee Employee Stock Ownership Plan in GA ($360K, 55 participants).
Which ESOP plans cover a similar participant headcount to Nhi 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 943013724.

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.