401(k) · DOL Form 5500 · 2023

Employee Owned Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
309
Participants Below avg headcount
79th
Percentile by assets National rank
$98,389
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Owned Holdings, Inc. 401(k) Ps Plan · Sponsored by Employee Owned Holdings, Inc. · Texas · Wholesale Trade

$30M in assets, 309 participants

Employee Owned Holdings, Inc.'s Employee Owned Holdings, Inc. 401(k) Ps Plan reported $30M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,965 in Wholesale Trade (6,309 peers)

Coverage in Texas

Employee Owned Holdings, Inc. 401(k) Ps Plan covers 309 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#4,965
in Wholesale Trade (6,309 peers)
+23.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Employee Owned Holdings, Inc. 401(k) Ps Plan's outsized position by total assets

Employee Owned Holdings, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$30,402,208 Top 21% higher than 79% 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

Employee Owned Holdings, Inc. 401(k) Ps 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. Employee Owned Holdings, Inc. 401(k) Ps Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Owned Holdings, Inc. 401(k) Ps Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employee Owned Holdings, Inc. 401(k) Ps Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Employee Owned Holdings, Inc. 401(k) Ps Plan reported participants rose from 302 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208026834 · Employee Owned Holdings, Inc. PY 2023 · 401(k)

Employee Owned Holdings, Inc. 401(k) Ps Plan · $30M · 309 · 79th

  • EBSA $30M
  • EBSA 309
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Commercial Enterprises Employees 401(k) Profit
  • EBSA ind #4965

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 Wholesale Trade retirement plans → · Plans in Texas →

Employee Owned Holdings, Inc. 401(k) Ps Plan in the asset neighbourhood

The Phillips Corporation Retirement PlanThe Phillips Corporation Ret…$30MEmployee Owned Holdings, Inc. 401(k) Ps PlanEmployee Owned Holdings, Inc…$30MCommercial Enterprises Employees 401(k) ProfitCommercial Enterprises Emplo…$30MGmto Corporation Retirement PlanGmto Corporation Retirement …$30MAkuna Capital LLC 401(k) Plan$30M
End-of-year total assets ($M) among Employee Owned Holdings, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN208026834
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$186M 21.596533191356542% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $153M $186M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 602 $153M
2023 2 613 $178M
2024 2 659 $186M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employee Owned Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Employee Owned Holdings, Inc. 401(k) Ps Plan, Total assets ($B): 0.030402208 · Participants: 309Employee Owned Holdings, Inc. 401(k) Ps PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Employee Owned Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Inc. 401(k) Ps Plan side-by-side with 3 peers →

Employee Owned Holdings, Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Commercial Enterprises Employees 401(k) Profit in NM ($30M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Employee Owned Holdings, Inc. 401(k) Ps Plan assets move in 2023? ▼
Employee Owned Holdings, Inc. 401(k) Ps Plan grew sharply - up 23.0% during 2023, from $25M to $30M. Reported net income was $6M.
How have Employee Owned Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Holdings, Inc.'s sponsor-wide assets grew 21.6%, from $153M to $186M.
Where does Employee Owned Holdings, Inc. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Employee Owned Holdings, Inc. 401(k) Ps Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employee Owned Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Enterprises Employees 401(k) Profit in NM ($30M, 896 participants).
Which 401(k) plans cover a similar participant headcount to Employee Owned Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants, $50M 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 208026834.

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.