ESOP · DOL Form 5500 · 2023

B.H. Inc. Dba Pinnacle Designs ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
48
Participants Small participant base
40th
Percentile by assets National rank
$81,250
Avg per participant Below avg balance/head
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Official DOL plan name: Pinnacle Designs Employee Stock Ownership Plan · Sponsored by B.H. Inc. Dba Pinnacle Designs · California · Wholesale Trade

$4M in assets, 48 participants

B.H. Inc. Dba Pinnacle Designs's Pinnacle Designs Employee Stock Ownership Plan reported $4M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,827 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Pinnacle Designs Employee Stock Ownership Plan holds $4M for 48 participants - about $81,250 per participant, in the lower half of filed plans by assets.

#1,827
in Wholesale Trade (6,309 peers)
-$11M
reported net income

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinnacle Designs Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Pinnacle Designs Employee Stock Ownership Plan vs every filed plan by assets

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

$3,900,000 40th percentile higher than 40% 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

Pinnacle Designs Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Designs Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

DOL schedule card

Filing strip 954534501 · B.H. Inc. Dba Pinnacle Designs PY 2023 · ESOP

Pinnacle Designs Employee Stock Ownership Plan · $4M · 48 · 40th

  • IND $4M
  • IND 48
  • IND 40th
  • IND ESOP
  • IND near Kcd, Inc. Employee Stock Ownership Plan
  • IND ind #1827

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 →

Pinnacle Designs Employee Stock Ownership Plan in the asset neighbourhood

Pinnacle Designs Employee Stock Ownership PlanPinnacle Designs Employee St…$4MKcd, Inc. Employee Stock Ownership PlanKcd, Inc. Employee Stock Own…$4MSturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership PlanSturdevant Refrigeration & A…$4MMinnwest Corporation Employee Stock Ownership PlanMinnwest Corporation Employe…$4MGreen International Affiliates, Inc. Employee Stock Ownership PlanGreen International Affiliat…$4M
End-of-year total assets ($M) among Pinnacle Designs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$11M
Net Income-$11M
Employer EIN954534501
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B.H. Inc. Dba Pinnacle Designs)

Sponsor-wide plan assets over time

All B.H. Inc. Dba Pinnacle Designs plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.475871794871796% vs 2023
2024 filing year
$3.8M$3.9M$4M$4.1M$4.2M$4.3M 20232024 $3.9M $4.19M ▲ +7.4%
Year Plans Participants Total Assets
2023 1 48 $4M
2024 1 44 $4M

Nearby ESOP Plans in California

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

Pinnacle Designs Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pinnacle Designs Employee Stock Ownership Plan, Total assets ($B): 0.0039 · Participants: 48Pinnacle Designs 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
Pinnacle Designs Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pinnacle Designs Employee Stock Ownership Plan side-by-side with 3 peers →

Pinnacle Designs Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kcd, Inc. Employee Stock Ownership Plan in NY ($4M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 have B.H. Inc. Dba Pinnacle Designs plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), B.H. Inc. Dba Pinnacle Designs's sponsor-wide assets grew 7.5%, from $4M to $4M.
Which ESOP plans are similar in size to Pinnacle Designs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kcd, Inc. Employee Stock Ownership Plan in NY ($4M, 59 participants).
Which ESOP plans cover a similar participant headcount to Pinnacle Designs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 954534501.

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.