ESOP · DOL Form 5500 · 2023

H&m Fashion USA, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7,293
Participants Very large workforce
42nd
Percentile by assets National rank
$607
Avg per participant Low balance/head
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Official DOL plan name: H&m Employee Stock Ownership Plan · Sponsored by H&m Fashion USA, Inc. · New Jersey · Retail Trade

$4M in assets, 7,293 participants

H&m Fashion USA, Inc.'s H&m Employee Stock Ownership Plan reported $4M in total assets and 7,293 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,434 in Retail Trade (8,414 peers)

Coverage in New Jersey

H&m Employee Stock Ownership Plan covers 7,293 participants in New Jersey, 8.6x the typical New Jersey plan (state average ~844 per filing). Assets: $4M.

#4,434
in Retail Trade (8,414 peers)
+30.0%
assets growth YoY

H&m Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

H&m Employee Stock Ownership Plan vs every filed plan by assets

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

$4,424,640 42nd percentile higher than 42% 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

H&m Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&m Employee Stock Ownership Plan lands in the large band (7,293 participants).

Published 5500 schedule card

Filing strip 931778981 · H&m Fashion USA, Inc. PY 2023 · ESOP

H&m Employee Stock Ownership Plan · $4M · 7,293 · 42nd

  • RANK $4M
  • RANK 7,293
  • RANK 42nd
  • RANK ESOP
  • RANK near Highland Consulting Associates, Inc. Employee Stock Ownership Plan
  • RANK ind #4434

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 →

H&m Employee Stock Ownership Plan in the asset neighbourhood

Highland Consulting Associates, Inc. Employee Stock Ownership PlanHighland Consulting Associat…$4MDelta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc. Emp…$4MH&m Employee Stock Ownership PlanH&m Employee Stock Ownership…$4MEarl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$4MBenjamin Obdyke Incorporated Employee Stock Ownership PlanBenjamin Obdyke Incorporated…$4M
End-of-year total assets ($M) among H&m Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN931778981
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H&m Fashion USA, Inc.)

Sponsor-wide plan assets over time

All H&m Fashion USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$146M 14.149969502757004% vs 2023
2024 filing year
$120M$130M$140M$150M 20232024 $128M $146M ▲ +14.2%
Year Plans Participants Total Assets
2023 2 13,827 $128M
2024 2 14,156 $146M

Nearby ESOP Plans in New Jersey

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

H&m Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants H&m Employee Stock Ownership Plan, Total assets ($M): 4.42464 · Participants: 7293H&m Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
H&m Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare H&m Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Highland Consulting Associates, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Fairway Independent Mortgage Corporation Employee Stock Ownership in WI (7,128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,293 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 H&m Employee Stock Ownership Plan assets move in 2023? ▼
H&m Employee Stock Ownership Plan surged - up 30.0% during 2023, from $3M to $4M. Reported net income was $1M.
How have H&m Fashion USA, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), H&m Fashion USA, Inc.'s sponsor-wide assets grew 14.1%, from $128M to $146M.
Which ESOP plans are similar in size to H&m Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Consulting Associates, Inc. Employee Stock Ownership Plan in OH ($4M, 28 participants).
Which ESOP plans cover a similar participant headcount to H&m Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fairway Independent Mortgage Corporation Employee Stock Ownership in WI (7,128 participants, $107M 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 931778981.

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.