ESOP · DOL Form 5500 · 2023
Hts Inc. ESOP
Data updated 2026-08-25
- $730K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $146,000
- Avg per participant Above avg balance/head
Official DOL plan name: Hts Inc. Employee Stock Ownership Plan · Sponsored by Hts Inc. · Arizona · Retail Trade
$730K in assets, 5 participants
Hts Inc.'s Hts Inc. Employee Stock Ownership Plan reported $730K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,761 in Retail Trade (8,414 peers)
What the 2023 filing shows
Hts Inc. Employee Stock Ownership Plan holds $730K for 5 participants - about $146,000 per participant, among the smaller plans by assets on file.
- #2,761
- in Retail Trade (8,414 peers)
- -$4M
- reported net income
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hts Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Hts Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$730,000 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hts Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hts Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 351909453 · Hts Inc. PY 2023 · ESOP
Hts Inc. Employee Stock Ownership Plan · $730K · 5 · 21st
- BOY $730K
- BOY 5
- BOY 21st
- BOY ESOP
- BOY near Mann Holding Company, Inc. Employee Stock Ownership Plan
- BOY ind #2761
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 Arizona →
Hts Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$4M |
| Employer EIN | 351909453 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hts Inc.)
Sponsor-wide plan assets over time
All Hts Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $700K 4.10958904109589% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $730K |
| 2024 | 1 | 5 | $700K |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
Hts Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Mann Holding Company, Inc. Employee Stock Ownership Plan in ND ($730K); by covered participants it is Amende & Schultz, Inc. Employee Stock Ownership Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($730K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.