ESOP · DOL Form 5500 · 2023

United Employee Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
43rd
Percentile by assets National rank
$48,466
Avg per participant Low balance/head
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Official DOL plan name: Etw Employee Stock Ownership Plan · Sponsored by United Employee Holdings, Inc. · Arkansas · Wholesale Trade

$5M in assets, 97 participants

United Employee Holdings, Inc.'s Etw Employee Stock Ownership Plan reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,041 in Wholesale Trade (6,309 peers)

United Employee Holdings, Inc. multi-year trail

United Employee Holdings, Inc.'s plans moved -73.9% in assets from 2022 to 2024; this filing shows Etw Employee Stock Ownership Plan at $5M / 97 participants.

#2,041
in Wholesale Trade (6,309 peers)
+0.6%
assets growth YoY

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

Etw Employee Stock Ownership Plan vs every filed plan by assets

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

$4,701,158 43rd percentile higher than 43% 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

Etw 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. Etw Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Etw Employee Stock Ownership Plan reported net income rose from $199K in the plan year 2022 filing to $295K in the plan year 2023 filing.
  • Etw Employee Stock Ownership Plan reported participants rose from 96 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823511153 · United Employee Holdings, Inc. PY 2023 · ESOP

Etw Employee Stock Ownership Plan · $5M · 97 · 43rd

  • IND $5M
  • EOY 97
  • 5500 43rd
  • ASSETS ESOP
  • PCT near Enterprise Employee Stock Ownership Plan
  • EIN ind #2041

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 Arkansas →

Etw Employee Stock Ownership Plan in the asset neighbourhood

Etw Employee Stock Ownership PlanEtw Employee Stock Ownership…$5MEnterprise Employee Stock Ownership PlanEnterprise Employee Stock Ow…$5MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$5MThe Peoples State Bank Employee Stock Ownership PlanThe Peoples State Bank Emplo…$5MAustin, Tsutsumi & Associates, Inc ESOPAustin, Tsutsumi & Associate…$5M
End-of-year total assets ($M) among Etw Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

United Employee Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Employee Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 73.86034738468177% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.67M $1.22M ▼ -73.9%
Year Plans Participants Total Assets
2022 1 96 $5M
2023 1 97 $5M
2024 1 121 $1M

United Employee Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$5M
Net Income$295K
Employer EIN823511153
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arkansas

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

Etw Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Etw Employee Stock Ownership Plan, Total assets ($M): 4.701158 · Participants: 97Etw Employee Stock Ownership PlanCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 495.637041 · Participants: 1113Central States, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 351.515956 · Participants: 119Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 305.504524 · Participants: 2833Harps Food Stores, Inc. Employee Stock Ownership PlanE.C. Barton & Company Employee Stock Ownership Plan & Trust, Total assets ($M): 167.149092 · Participants: 674E.C. Barton & Company Employee Stock Ownership Plan & TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 64.127237 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership Plan
Etw Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Etw Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest ESOP by assets is Enterprise Employee Stock Ownership Plan in PA ($5M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Etw Employee Stock Ownership Plan assets move in 2023? ▼
Etw Employee Stock Ownership Plan held essentially flat - up 0.6% during 2023, from $5M to $5M. Reported net income was $295K.
How have United Employee Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Employee Holdings, Inc.'s sponsor-wide assets declined 73.9%, from $5M to $1M.
Which ESOP plans are similar in size to Etw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Enterprise Employee Stock Ownership Plan in PA ($5M, 51 participants).
Which ESOP plans cover a similar participant headcount to Etw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants, $27M 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 823511153.

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.