ESOP · DOL Form 5500 · 2023

Richard Holz, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
60
Participants Small participant base
52nd
Percentile by assets National rank
$122,898
Avg per participant Near avg balance/head
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Official DOL plan name: Rhi Employee Stock Ownership Plan · Sponsored by Richard Holz, Inc. · California · Construction

$7M in assets, 60 participants

Richard Holz, Inc.'s Rhi Employee Stock Ownership Plan reported $7M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,548 in Construction (9,030 peers)

Richard Holz, Inc. multi-year trail

Richard Holz, Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Rhi Employee Stock Ownership Plan at $7M / 60 participants.

#4,548
in Construction (9,030 peers)
+36.7%
assets growth YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rhi Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Rhi Employee Stock Ownership Plan vs every filed plan by assets

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

$7,373,850 Top 48% higher than 52% 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

Rhi 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. Rhi Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rhi Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Rhi Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Rhi Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954463762 · Richard Holz, Inc. PY 2023 · ESOP

Rhi Employee Stock Ownership Plan · $7M · 60 · 52nd

  • SCH $7M
  • EBSA 60
  • PART 52nd
  • TYPE ESOP
  • NET near M. Dyer & Sons, Inc. Employee Stock Ownership Plan
  • BOOK ind #4548

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 →

Rhi Employee Stock Ownership Plan in the asset neighbourhood

Empres Healthcare Group, Inc. Employee Stock Ownership PlanEmpres Healthcare Group, Inc…$7MRhi Employee Stock Ownership PlanRhi Employee Stock Ownership…$7MM. Dyer & Sons, Inc. Employee Stock Ownership PlanM. Dyer & Sons, Inc. Employe…$7MMiller Proctor Nickolas Inc. Employee Stock Ownership PlanMiller Proctor Nickolas Inc.…$7MNational Fuel Gas Company Employee Stock Ownership PlanNational Fuel Gas Company Em…$7M
End-of-year total assets ($M) among Rhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Richard Holz, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Richard Holz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 100.12542779273777% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.4M $10.8M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 57 $5M
2023 1 60 $7M
2024 1 60 $11M

Richard Holz, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$4M
Net Income-$6M
Employer EIN954463762
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Rhi Employee Stock Ownership Plan, Total assets ($B): 0.00737385 · Participants: 60Rhi 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
Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Rhi Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is M. Dyer & Sons, Inc. Employee Stock Ownership Plan in HI ($7M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Rhi Employee Stock Ownership Plan assets move in 2023? ▼
Rhi Employee Stock Ownership Plan surged - up 36.7% during 2023, from $5M to $7M. Reported net income was -$6M.
How have Richard Holz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Holz, Inc.'s sponsor-wide assets grew 100.1%, from $5M to $11M.
Which ESOP plans are similar in size to Rhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is M. Dyer & Sons, Inc. Employee Stock Ownership Plan in HI ($7M, 70 participants).
Which ESOP plans cover a similar participant headcount to Rhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 954463762.

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.