ESOP · DOL Form 5500 · 2023

Employee Owned Holdings, Inc. ESOP

Data updated 2026-08-25

$148M
Total assets Near avg plan size
304
Participants Below avg headcount
93rd
Percentile by assets National rank
$485,256
Avg per participant High balance/head
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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.

  • #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.

#5,985
in Wholesale Trade (6,309 peers)
+14.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Employee Owned Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$147,517,750 Top 7% higher than 93% 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. 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. Employee Owned Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 208026834 · Employee Owned Holdings, Inc. PY 2023 · ESOP

Employee Owned Holdings, Inc. Employee Stock Ownership Plan · $148M · 304 · 93rd

  • IND $148M
  • EOY 304
  • 5500 93rd
  • ASSETS ESOP
  • PCT near Commonwealth Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #5985

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 Texas →

Employee Owned Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commonwealth Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. …$148MEmployee Owned Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148MBancfirst Corporation Employee Stock Ownership PlanBancfirst Corporation Employ…$147MStock Yards Bank & Trust Company 401(k) EmployeeStock Yards Bank & Trust Com…$147MRancho Mesquite Casino, Inc. Employee Stock Ownership PlanRancho Mesquite Casino, Inc.…$146M
End-of-year total assets ($M) among Employee Owned Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$139M
Net Income$10M
Employer EIN208026834
Plan Effective Date1965-01-01
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 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 Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Employee Owned Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.14751775 · Participants: 304Employee Owned Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Employee Owned Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Employee Owned Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Commonwealth Holdings, Inc. Employee Stock Ownership Plan in NE ($148M); by covered participants it is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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. 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).
Which ESOP plans cover a similar participant headcount to Employee Owned Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants, $27M 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.