ESOP · DOL Form 5500 · 2022

Howards Appliances, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
167
Participants Small participant base
82nd
Percentile by assets National rank
$165,171
Avg per participant Above avg balance/head
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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.

  • #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.

#8,543
in Retail Trade (9,519 peers)
-30.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Howards Appliances, Inc. Employee Stock Ownership Plan's outsized position by total assets

Howards Appliances, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,583,582 Top 18% higher than 82% 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

Howards Appliances, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howards Appliances, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (167 participants).

Form 5500 schedule snapshot

Filing strip 951595620 · Howards Appliances, Inc. PY 2022 · ESOP

Howards Appliances, Inc. Employee Stock Ownership Plan · $28M · 167 · 82nd

  • TYPE $28M
  • TYPE 167
  • TYPE 82nd
  • TYPE ESOP
  • TYPE near Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust
  • TYPE ind #8543

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 →

Howards Appliances, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lightspeed Technologies, Inc. Employee Stock Ownership PlanLightspeed Technologies, Inc…$28MHowards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$28MFei, Inc. 2013 Second Restated Employee Stock Ownership Plan and TrustFei, Inc. 2013 Second Restat…$28MWall Holdings, Inc. & Affiliates Employee Stock Ownership PlanWall Holdings, Inc. & Affili…$28MAmerica's Gardening Resource, Inc. Employee Stock Ownership PlanAmerica's Gardening Resource…$28M
End-of-year total assets ($M) among Howards Appliances, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$20M
Net Income-$12M
Employer EIN951595620
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howards Appliances, Inc.)

Sponsor-wide plan assets over time

All Howards Appliances, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 95.31242698314216% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.1M $1.36M ▼ -95.3%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Howards Appliances, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.027583582 · Participants: 167Howards Appliances, 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
Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Howards Appliances, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust in ND ($28M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

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 Howards Appliances, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Howards Appliances, Inc. Employee Stock Ownership Plan contracted severely - down 30.3% during 2022, from $40M to $28M. Reported net income was -$12M.
How have Howards Appliances, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howards Appliances, Inc.'s sponsor-wide assets declined 95.3%, from $29M to $1M.
Where does Howards Appliances, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Howards Appliances, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust in ND ($28M, 86 participants).
Which ESOP plans cover a similar participant headcount to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants, $19M 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 951595620.

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.