ESOP · DOL Form 5500 · 2023
Roy's Holdings, Inc. ESOP
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 329
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $53,622
- Avg per participant Low balance/head
Official DOL plan name: Roy's Holding's, Inc. Employee Stock Ownership Plan · Sponsored by Roy's Holdings, Inc. · Hawaii · Food Services & Accommodation
$18M in assets, 329 participants
Roy's Holdings, Inc.'s Roy's Holding's, Inc. Employee Stock Ownership Plan reported $18M in total assets and 329 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #3,509 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Roy's Holding's, Inc. Employee Stock Ownership Plan ranks #3,509 of 3,828 2023 filers by assets (111% of the sector average)-$18M for 329 participants.
- #3,509
- in Food Services & Accommodation (3,828 peers)
- +2.4%
- assets growth YoY
Roy's Holding's, Inc. Employee Stock Ownership Plan's outsized position by total assets
Roy's Holding's, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,641,572 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roy's Holding's, Inc. 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. Roy's Holding's, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roy's Holding's, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Roy's Holding's, Inc. Employee Stock Ownership Plan reported participants fell from 382 in the plan year 2022 filing to 329 in the plan year 2023 filing.
- Roy's Holding's, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 990341036 · Roy's Holdings, Inc. PY 2023 · ESOP
Roy's Holding's, Inc. Employee Stock Ownership Plan · $18M · 329 · 70th
- PART $18M
- PART 329
- PART 70th
- PART ESOP
- PART near Elliott Machine Shop, Inc. Employee Stock Ownership Plan
- PART ind #3509
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 Hawaii →
Roy's Holding's, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | -$103K |
| Net Income | $1M |
| Employer EIN | 990341036 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roy's Holdings, Inc.)
Sponsor-wide plan assets over time
All Roy's Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 3.3957292907135743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $17M |
| 2023 | 1 | 329 | $18M |
| 2024 | 1 | 432 | $18M |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $128M · 1,144
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $128M · 102
- Bowers & Kubota Consulting, Inc. ESOP $124M · 258
- R. M. Towill Corporation Employee Stock Ownership Plan $116M · 96
- Hpm Building Supply Employee Stock Ownership Plan $100M · 381
Roy's Holding's, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Elliott Machine Shop, Inc. Employee Stock Ownership Plan in GA ($18M); by covered participants it is American Refining Group Employee Stock Ownership Plan in PA (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (329 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.