ESOP · DOL Form 5500 · 2023

Employee Owned Holdings, Inc. ESOP

Data updated 2026-08-11

$148M
Total assets: 304
Participants: 93rd
Percentile by assets: $485,256
Avg per participant

Official DOL plan name: Employee Owned Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Employee Owned Holdings, Inc. · Texas · Wholesale Trade

$148M in assets, 304 participants

Employee Owned Holdings, Inc.'s Employee Owned Holdings, Inc. Employee Stock Ownership Plan reported $148M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#5,985 in Wholesale Trade (6,309 peers)

Coverage in Texas

Employee Owned Holdings, Inc. Employee Stock Ownership Plan covers 304 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $148M.

$148M
total plan assets (2023 EOY): 304
covered participants: 93rd
percentile by assets (of 127,072 plans): $485,256
avg assets per participant

Employee Owned Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Employee Owned Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $128M in the plan year 2022 filing to $148M in the plan year 2023 filing.
Employee Owned Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 300 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Wholesale Trade

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Employee Owned Holdings, Inc. Employee Stock Ownership Plan reports 304 participants - about 44% of that state average ($148M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$128M
Net Assets (End of Year)	$139M
Net Income	$10M
Employer EIN	208026834
Plan Effective Date	1965-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Inc.)

Total plan assets by year, all Employee Owned Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	602	$153M
2023	2	613	$178M
2024	2	659	$186M

Nearby ESOP Plans in Texas

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

Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
Highland Homes Employee Stock Ownership Plan $885M · 791
Austin Industries Employee Stock Ownership Plan $498M · 4,510
Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439

Compare Employee Owned Holdings, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Owned Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Commonwealth Holdings, Inc. Employee Stock Ownership Plan (NE) $148M · 214
Bancfirst Corporation Employee Stock Ownership Plan (OK) $147M · 1,631
Stock Yards Bank & Trust Company 401(k) Employee (KY) $147M · 1,080
Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan (NV) $146M · 422

Frequently Asked Questions

How did Employee Owned Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Employee Owned Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2023, from $128M to $148M. Reported net income was $10M.

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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Employee Owned Holdings, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Employee Owned Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Commonwealth Holdings, Inc. Employee Stock Ownership Plan in NE ($148M, 214 participants).

Next read for Employee Owned Holdings, Inc. Employee S…

Filing takeaways

Ways to act on Employee Owned Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Employee Owned Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Employee Owned Holdings, Inc.'s sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.