ESOP · DOL Form 5500 · 2023

Haines Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
54
Participants Small participant base
36th
Percentile by assets National rank
$58,148
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rlh ESOP and Trust · Sponsored by Haines Holdings, Inc. · Florida · Construction

$3M in assets, 54 participants

Haines Holdings, Inc.'s Rlh ESOP and Trust reported $3M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,103 in Construction (9,030 peers)

Haines Holdings, Inc. multi-year trail

Haines Holdings, Inc.'s plans moved +492.7% in assets from 2022 to 2024; this filing shows Rlh ESOP and Trust at $3M / 54 participants.

#3,103
in Construction (9,030 peers)
+100.0%
assets growth YoY

Rlh ESOP and Trust's mid-pack asset rank among Construction and all filers

Rlh ESOP and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,140,000 36th percentile higher than 36% of 127,068 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 2023

Rlh ESOP and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rlh ESOP and Trust is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rlh ESOP and Trust reported net income rose from -$182K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rlh ESOP and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rlh ESOP and Trust reported participants fell from 79 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463478878 · Haines Holdings, Inc. PY 2023 · ESOP

Rlh ESOP and Trust · $3M · 54 · 36th

  • NET $3M
  • NET 54
  • NET 36th
  • NET ESOP
  • NET near Leanin' Tree Employee Stock Ownership Plan
  • NET ind #3103

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 Florida →

Rlh ESOP and Trust in the asset neighbourhood

Salad Savoy Corporation Employee Stock Ownership Plan and TrustSalad Savoy Corporation Empl…$3MRlh ESOP and Trust$3MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$3MBank of Kilmichael Employee Stock Ownership PlanBank of Kilmichael Employee …$3MTruck Equipment, Inc. Employee Stock Ownership PlanTruck Equipment, Inc. Employ…$3M
End-of-year total assets ($M) among Rlh ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Haines Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Haines Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 492.74490445859874% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $1.57M $9.31M ▲ +493.0%
Year Plans Participants Total Assets
2022 1 79 $2M
2023 1 54 $3M
2024 1 56 $9M

Haines Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN463478878
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Rlh ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Rlh ESOP and Trust, Total assets ($B): 0.00314 · Participants: 54Rlh ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Rlh ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants

Rlh ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($3M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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.

Frequently Asked Questions

How did Rlh ESOP and Trust assets move in 2023?
Rlh ESOP and Trust surged - up 100.0% during 2023, from $2M to $3M. Reported net income was $2M.
How have Haines Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Haines Holdings, Inc.'s sponsor-wide assets grew 492.7%, from $2M to $9M.
Which ESOP plans are similar in size to Rlh ESOP and Trust?
Among ESOP plans in other states, the closest by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($3M, 133 participants).
Which ESOP plans cover a similar participant headcount to Rlh ESOP and Trust?
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M in assets).