ESOP · DOL Form 5500 · 2023

Harris & Associates ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
186
Participants Below avg headcount
73rd
Percentile by assets National rank
$111,552
Avg per participant Below avg balance/head
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Official DOL plan name: Harris & Associates Employee Stock Ownership Plan · Sponsored by Harris & Associates · California · Professional & Technical Services

$21M in assets, 186 participants

Harris & Associates's Harris & Associates Employee Stock Ownership Plan reported $21M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,879 in Professional & Technical Services (20,321 peers)

Coverage in California

Harris & Associates Employee Stock Ownership Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,879
in Professional & Technical Services (20,321 peers)
+0.4%
assets growth YoY

Harris & Associates Employee Stock Ownership Plan's outsized position by total assets

Harris & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$20,748,581 Top 27% higher than 73% 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

Harris & Associates Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris & Associates Employee Stock Ownership Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harris & Associates Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • Harris & Associates Employee Stock Ownership Plan reported participants rose from 168 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942385238 · Harris & Associates PY 2023 · ESOP

Harris & Associates Employee Stock Ownership Plan · $21M · 186 · 73rd

  • VS-ST $21M
  • VS-ST 186
  • VS-ST 73rd
  • VS-ST ESOP
  • VS-ST near Kirkham-Michael, Inc Employee Stock Ownership Plan
  • VS-ST ind #14879

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 →

Harris & Associates Employee Stock Ownership Plan in the asset neighbourhood

Jlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$21MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$21MKirkham-Michael, Inc Employee Stock Ownership PlanKirkham-Michael, Inc Employe…$21MRetirement Planners of America Employee Stock Ownership PlanRetirement Planners of Ameri…$21MValenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanValenti-Held Contractor/Deve…$21M
End-of-year total assets ($M) among Harris & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$79K
Employer EIN942385238
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris & Associates)

Sponsor-wide plan assets over time

All Harris & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$71M 28.956767103495828% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.2M $71.1M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 398 $55M
2023 2 428 $63M
2024 2 458 $71M

Nearby ESOP Plans in California

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

Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Harris & Associates Employee Stock Ownership Plan, Total assets ($B): 0.020748581 · Participants: 186Harris & Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Harris & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Harris & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kirkham-Michael, Inc Employee Stock Ownership Plan in NE ($21M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Harris & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Harris & Associates Employee Stock Ownership Plan held essentially flat - up 0.4% during 2023, from $21M to $21M. Reported net income was $79K.
How have Harris & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris & Associates's sponsor-wide assets grew 29.0%, from $55M to $71M.
Which ESOP plans are similar in size to Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kirkham-Michael, Inc Employee Stock Ownership Plan in NE ($21M, 78 participants).
Which ESOP plans cover a similar participant headcount to Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942385238.

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.