ESOP · DOL Form 5500 · 2022
H & M Hennes & Mauritz, L.P. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7,030
- Participants Above avg headcount
- 43rd
- Percentile by assets National rank
- $484
- Avg per participant Low balance/head
Official DOL plan name: H&m Employee Stock Ownership Plan · Sponsored by H & M Hennes & Mauritz, L.P. · New Jersey · Retail Trade
$3M in assets, 7,030 participants
H & M Hennes & Mauritz, L.P.'s H&m Employee Stock Ownership Plan reported $3M in total assets and 7,030 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,972 in Retail Trade (9,519 peers)
Coverage in New Jersey
H&m Employee Stock Ownership Plan covers 7,030 participants in New Jersey, 8.3x the typical New Jersey plan (state average ~844 per filing). Assets: $3M.
- #4,972
- in Retail Trade (9,519 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
H&m Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
H&m Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,403,317 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
H&m Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&m Employee Stock Ownership Plan lands in the large band (7,030 participants).
EBSA filing schedule strip
Filing strip 522186000 · H & M Hennes & Mauritz, L.P. PY 2022 · ESOP
H&m Employee Stock Ownership Plan · $3M · 7,030 · 43rd
- PHOTO $3M
- PHOTO 7,030
- PHOTO 43rd
- PHOTO ESOP
- PHOTO near Citizens National Bank Employee Stock Ownership Plan
- PHOTO ind #4972
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 New Jersey →
H&m Employee Stock Ownership Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$378K |
| Employer EIN | 522186000 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Johnson and Johnson Retirement Savings Plan $511M · 3,858
- Okonite Company Employees Stock Ownership Plan $376M · 1,111
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $303M · 1,383
- Conair LLC Savings and Investment Plan $299M · 1,131
- Investors Bank Amended and Restated Employee Stock Ownership Plan $127M · 1,287
H&m Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Citizens National Bank Employee Stock Ownership Plan in TX ($3M); by covered participants it is Nvr, Inc. Employee Stock Ownership Plan in VA (6,910 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,030 participants); asset peers above are excluded.
- Nvr, Inc. Employee Stock Ownership Plan (VA) 6,910 · 120 off
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) 7,358 · 328 off
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) 7,617 · 587 off
- Houchens Industries, Inc. Employee Stock Ownership Plan (KY) 6,338 · 692 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.