ESOP · DOL Form 5500 · 2022
Howards Appliances, Inc. ESOP
Data updated 2026-08-11
- $28M
- Total assets
- 167
- Participants
- 82nd
- Percentile by assets
- $165,171
- Avg per participant
Official DOL plan name: Howards Appliances, Inc. Employee Stock Ownership Plan · Sponsored by Howards Appliances, Inc. · California · Retail Trade
$28M in assets, 167 participants
Howards Appliances, Inc.'s Howards Appliances, Inc. Employee Stock Ownership Plan reported $28M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #8,543 in Retail Trade (9,519 peers)
Coverage in California
Howards Appliances, Inc. Employee Stock Ownership Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $28M.
- $28M
- total plan assets (2022 EOY)
- 167
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $165,171
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Howards Appliances, Inc. Employee Stock Ownership Plan reports 167 participants - about 27% of that state average ($28M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$12M |
| Employer EIN | 951595620 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Howards Appliances, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 356 | $29M |
| 2023 | 2 | 249 | $16M |
| 2024 | 2 | 274 | $1M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Howards Appliances, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust (ND) $28M · 86
- Lightspeed Technologies, Inc. Employee Stock Ownership Plan (OR) $28M · 55
- Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan (VA) $28M · 198
- America's Gardening Resource, Inc. Employee Stock Ownership Plan (VT) $28M · 215
Frequently Asked Questions
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Filing takeaways
Ways to act on Howards Appliances, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Howards Appliances, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Howards Appliances, Inc.'s sponsor-wide assets have declined 95.3% since 2022 across 3 plan years on file. More Retail Trade plans