ESOP · DOL Form 5500 · 2023

National Holistic Institute, Inc. ESOP

Data updated 2026-08-25

$228K
Total assets Small plan by assets
117
Participants Small participant base
12th
Percentile by assets National rank
$1,949
Avg per participant Low balance/head
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Official DOL plan name: Nhi Employee Stock Ownership Plan · Sponsored by National Holistic Institute, Inc. · California · Healthcare & Social Assistance

$228K in assets, 117 participants

National Holistic Institute, Inc.'s Nhi Employee Stock Ownership Plan reported $228K in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,434 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Nhi Employee Stock Ownership Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $228K.

#1,434
in Healthcare & Social Assistance (17,684 peers)
-36.9%
assets change YoY

Nhi Employee Stock Ownership Plan among the smaller filed plans by assets

Nhi Employee Stock Ownership Plan vs every filed plan by assets

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

$227,993 12th percentile higher than 12% 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

Nhi 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. Nhi Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nhi Employee Stock Ownership Plan reported net income rose from $6K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Nhi Employee Stock Ownership Plan end-of-year assets fell from $361K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Nhi Employee Stock Ownership Plan reported participants fell from 146 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943013724 · National Holistic Institute, Inc. PY 2023 · ESOP

Nhi Employee Stock Ownership Plan · $228K · 117 · 12th

  • IND $228K
  • IND 117
  • IND 12th
  • IND ESOP
  • IND near Triad Art Group, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #1434

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 →

Nhi Employee Stock Ownership Plan in the asset neighbourhood

Nhi Employee Stock Ownership PlanNhi Employee Stock Ownership…$228KTriad Art Group, Inc. Employee Stock Ownership Plan and TrustTriad Art Group, Inc. Employ…$228KThe Brewing-Science Institute, Inc. Employee Stock Ownership PlanThe Brewing-Science Institut…$230KPac Manufacturing, Inc. Employee Stock Ownership PlanPac Manufacturing, Inc. Empl…$230KIntegrity Tree Services Employee Stock Ownership PlanIntegrity Tree Services Empl…$230K
End-of-year total assets ($M) among Nhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$361K
Net Assets (End of Year)$228K
Net Income$13K
Employer EIN943013724
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Holistic Institute, Inc.)

Sponsor-wide plan assets over time

All National Holistic Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.19752381028488% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3M $5.35M ▲ +78.3%
Year Plans Participants Total Assets
2022 2 320 $3M
2023 1 117 $228K
2024 2 719 $5M

Nearby ESOP Plans in California

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

Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Nhi Employee Stock Ownership Plan, Total assets ($B): 0.000227993 · Participants: 117Nhi 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
Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Nhi Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Triad Art Group, Inc. Employee Stock Ownership Plan and Trust in IL ($228K); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Nhi Employee Stock Ownership Plan assets move in 2023? ▼
Nhi Employee Stock Ownership Plan contracted severely - down 36.9% during 2023, from $361K to $228K. Reported net income was $13K.
How have National Holistic Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holistic Institute, Inc.'s sponsor-wide assets grew 78.2%, from $3M to $5M.
Where does Nhi Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nhi Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Nhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triad Art Group, Inc. Employee Stock Ownership Plan and Trust in IL ($228K, 1 participant).
Which ESOP plans cover a similar participant headcount to Nhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants, $12M 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 943013724.

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.