ESOP · DOL Form 5500 · 2023
Harris & Associates ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 186
- Participants
- 73rd
- Percentile by assets
- $111,552
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 186
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $111,552
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Harris & Associates Employee Stock Ownership Plan reports 186 participants - about 30% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $79K |
| Employer EIN | 942385238 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harris & Associates)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Harris & Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Harris & Associates Employee Stock Ownership Plan assets move in 2023? ▼
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Next read for Harris & Associates Employee Stock Owner…
Filing takeaways
Ways to act on Harris & Associates Employee Stock Ownership Plan's numbers.
- By total assets, Harris & Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Harris & Associates's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans