ESOP · DOL Form 5500 · 2023
Thea Holdings, LLC ESOP
Data updated 2026-08-25
- $369K
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $3,101
- Avg per participant Low balance/head
Official DOL plan name: Thea Holdings Employee Stock Ownership Plan · Sponsored by Thea Holdings, LLC · New Jersey · Professional & Technical Services
$369K in assets, 119 participants
Thea Holdings, LLC's Thea Holdings Employee Stock Ownership Plan reported $369K in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,366 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Thea Holdings Employee Stock Ownership Plan covers 119 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $369K.
- #2,366
- in Professional & Technical Services (20,321 peers)
- -82.0%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thea Holdings Employee Stock Ownership Plan among the smaller filed plans by assets
Thea Holdings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$369,000 15th percentile higher than 15% 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
Thea Holdings 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. Thea Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thea Holdings Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$436K in the plan year 2023 filing.
- Thea Holdings Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $369K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 876460001 · Thea Holdings, LLC PY 2023 · ESOP
Thea Holdings Employee Stock Ownership Plan · $369K · 119 · 15th
- NET $369K
- BOOK 119
- VS-ST 15th
- BOY ESOP
- SCH near Dexter Research Center Inc Employee Stock Ownership Plan
- EBSA ind #2366
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 New Jersey →
Thea Holdings Employee Stock Ownership Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$43M |
| Net Income | -$436K |
| Employer EIN | 876460001 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thea Holdings, LLC)
Sponsor-wide plan assets over time
All Thea Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $228K 88.88347147732813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $2M |
| 2023 | 1 | 119 | $369K |
| 2024 | 1 | 123 | $228K |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
Thea Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Dexter Research Center Inc Employee Stock Ownership Plan in MI ($369K); by covered participants it is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($369K here).
- Dexter Research Center Inc Employee Stock Ownership Plan (MI) $369K · 43
- Heavy Construction Systems Specialists,Inc. Employee Stock Ownership Plan (TX) $369K · N/A
- Widmer Engineering, Inc. Employee Stock Ownership Plan (PA) $370K · 28
- All Comfort Services, Inc. Employee Stock Ownership Plan (WI) $370K · 26
Similar participant headcount
Nearest other-state filings by covered participants (119 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.