ESOP · DOL Form 5500 · 2022

Holt Lumber, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
39th
Percentile by assets National rank
$88,823
Avg per participant Below avg balance/head
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Official DOL plan name: Holt Lumber, Inc. Employee Stock Ownership Plan · Sponsored by Holt Lumber, Inc. · California · Retail Trade

$3M in assets, 32 participants

Holt Lumber, Inc.'s Holt Lumber, Inc. Employee Stock Ownership Plan reported $3M in total assets and 32 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.

  • #4,652 in Retail Trade (9,519 peers)

Holt Lumber, Inc. multi-year trail

Holt Lumber, Inc.'s plans moved +11.6% in assets from 2022 to 2024; this filing shows Holt Lumber, Inc. Employee Stock Ownership Plan at $3M / 32 participants.

#4,652
in Retail Trade (9,519 peers)
+51.3%
assets growth YoY

Holt Lumber, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Holt Lumber, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,842,338 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

Holt Lumber, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holt Lumber, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941498317 · Holt Lumber, Inc. PY 2022 · ESOP

Holt Lumber, Inc. Employee Stock Ownership Plan · $3M · 32 · 39th

  • 5500 $3M
  • ASSETS 32
  • PCT 39th
  • EIN ESOP
  • RANK near Jabara Carpet Outlet, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4652

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 →

Holt Lumber, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ses Environmental Employee Stock Ownership Plan and TrustSes Environmental Employee S…$3MRonald D. Howard, Inc. Employee Stock Ownership Plan and TrustRonald D. Howard, Inc. Emplo…$3MHolt Lumber, Inc. Employee Stock Ownership PlanHolt Lumber, Inc. Employee S…$3MJabara Carpet Outlet, Inc. Employee Stock Ownership PlanJabara Carpet Outlet, Inc. E…$3MBank 34 Employee Stock Ownership PlanBank 34 Employee Stock Owner…$3M
End-of-year total assets ($M) among Holt Lumber, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Holt Lumber, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holt Lumber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.597424373878125% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.84M $3.17M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 32 $3M
2023 1 34 $4M
2024 1 33 $3M

Holt Lumber, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$964K
Employer EIN941498317
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Holt Lumber, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Holt Lumber, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002842338 · Participants: 32Holt Lumber, Inc. 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
Holt Lumber, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Holt Lumber, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Holt Lumber, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Jabara Carpet Outlet, Inc. Employee Stock Ownership Plan in KS ($3M); by covered participants it is S. H. Smith and Company, Incorporated Employee Stock Ownership Trust in MO (32 participants). Same-state nearby plans are listed separately above.

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 Holt Lumber, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Holt Lumber, Inc. Employee Stock Ownership Plan surged - up 51.3% during 2022, from $2M to $3M. Reported net income was $964K.
How have Holt Lumber, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holt Lumber, Inc.'s sponsor-wide assets grew 11.6%, from $3M to $3M.
Which ESOP plans are similar in size to Holt Lumber, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jabara Carpet Outlet, Inc. Employee Stock Ownership Plan in KS ($3M, 31 participants).
Which ESOP plans cover a similar participant headcount to Holt Lumber, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is S. H. Smith and Company, Incorporated Employee Stock Ownership Trust in MO (32 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 941498317.

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.