ESOP · DOL Form 5500 · 2023

Howards Appliances, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
119
Participants Small participant base
67th
Percentile by assets National rank
$123,880
Avg per participant Near avg balance/head
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Official DOL plan name: Howards Appliances, Inc. Employee Stock Ownership Plan · Sponsored by Howards Appliances, Inc. · California · Retail Trade

$15M in assets, 119 participants

Howards Appliances, Inc.'s Howards Appliances, Inc. Employee Stock Ownership Plan reported $15M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,513 in Retail Trade (8,414 peers)

Coverage in California

Howards Appliances, Inc. Employee Stock Ownership Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $15M.

#6,513
in Retail Trade (8,414 peers)
-46.6%
assets change YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howards Appliances, Inc. Employee Stock Ownership Plan's outsized position by total assets

Howards Appliances, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,741,700 Top 33% higher than 67% 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

Howards Appliances, 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. Howards Appliances, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howards Appliances, Inc. Employee Stock Ownership Plan end-of-year assets fell from $28M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Howards Appliances, Inc. Employee Stock Ownership Plan reported participants fell from 167 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Howards Appliances, Inc. Employee Stock Ownership Plan reported net income fell from -$12M in the plan year 2022 filing to -$12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951595620 · Howards Appliances, Inc. PY 2023 · ESOP

Howards Appliances, Inc. Employee Stock Ownership Plan · $15M · 119 · 67th

  • SCH $15M
  • EBSA 119
  • PART 67th
  • TYPE ESOP
  • NET near Valkyrie Enterprises, Inc. Employee Stock Ownership Plan
  • BOOK ind #6513

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 →

Howards Appliances, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$15MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$15MHowards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$15MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$15M
End-of-year total assets ($M) among Howards Appliances, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$7M
Net Income-$12M
Employer EIN951595620
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howards Appliances, Inc.)

Sponsor-wide plan assets over time

All Howards Appliances, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 95.31242698314216% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.1M $1.36M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 356 $29M
2023 2 249 $16M
2024 2 274 $1M

Nearby ESOP Plans in California

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

Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Howards Appliances, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0147417 · Participants: 119Howards Appliances, Inc. 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
Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Howards Appliances, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Valkyrie Enterprises, Inc. Employee Stock Ownership Plan in VA ($15M); by covered participants it is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Howards Appliances, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Howards Appliances, Inc. Employee Stock Ownership Plan contracted severely - down 46.6% during 2023, from $28M to $15M. Reported net income was -$12M.
How have Howards Appliances, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howards Appliances, Inc.'s sponsor-wide assets declined 95.3%, from $29M to $1M.
Which ESOP plans are similar in size to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Valkyrie Enterprises, Inc. Employee Stock Ownership Plan in VA ($15M, 1 participant).
Which ESOP plans cover a similar participant headcount to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants, $116M 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 951595620.

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.