ESOP · DOL Form 5500 · 2024
Valves & Fittings of Houston, Inc. ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $512,950
- Avg per participant High balance/head
Official DOL plan name: Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Valves & Fittings of Houston, Inc. · Texas · Wholesale Trade
$15M in assets, 29 participants
Valves & Fittings of Houston, Inc.'s Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #3,474 in Wholesale Trade (6,080 peers)
Valves & Fittings of Houston, Inc. multi-year trail
Valves & Fittings of Houston, Inc.'s plans moved -18.3% in assets from 2022 to 2024; this filing shows Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust at $15M / 29 participants.
- #3,474
- in Wholesale Trade (6,080 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,875,556 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742121498 · Valves & Fittings of Houston, Inc. PY 2024 · ESOP
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust · $15M · 29 · 64th
- PART $15M
- TYPE 29
- NET 64th
- BOOK ESOP
- VS-ST near Northern Construction Holding, Inc. Employee Stock Ownership Plan
- BOY ind #3474
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 →
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Valves & Fittings of Houston, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valves & Fittings of Houston, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 18.325076009745718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $18M |
| 2023 | 1 | 28 | $17M |
| 2024 | 1 | 29 | $15M |
Valves & Fittings of Houston, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 742121498 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Northern Construction Holding, Inc. Employee Stock Ownership Plan in MA ($15M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.