ESOP · DOL Form 5500 · 2024

Hts Inc. ESOP

Data updated 2026-08-25

$700K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$140,000
Avg per participant Near avg balance/head
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Official DOL plan name: Hts Inc. Employee Stock Ownership Plan · Sponsored by Hts Inc. · Arizona · Retail Trade

$700K in assets, 5 participants

Hts Inc.'s Hts Inc. Employee Stock Ownership Plan reported $700K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,556 in Retail Trade (8,048 peers)

What the 2024 filing shows

Hts Inc. Employee Stock Ownership Plan holds $700K for 5 participants - about $140,000 per participant, among the smaller plans by assets on file.

#2,556
in Retail Trade (8,048 peers)
-4.1%
assets change YoY

Hts Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Hts Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$700,000 20th percentile higher than 20% of 123,620 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 2024

Hts Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hts Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hts Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to $141K in the plan year 2024 filing.
  • Hts Inc. Employee Stock Ownership Plan end-of-year assets fell from $730K in the plan year 2023 filing to $700K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351909453 · Hts Inc. PY 2024 · ESOP

Hts Inc. Employee Stock Ownership Plan · $700K · 5 · 20th

  • TYPE $700K
  • TYPE 5
  • TYPE 20th
  • TYPE ESOP
  • TYPE near Es&a Sign and Awning Co. Employee Stock Ownership Plan and Trust
  • TYPE ind #2556

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 Arizona →

Hts Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hts Inc. Employee Stock Ownership PlanHts Inc. Employee Stock Owne…$700KEs&a Sign and Awning Co. Employee Stock Ownership Plan and TrustEs&a Sign and Awning Co. Emp…$700KRoydan Enterprises Ltd. Employee Stock Ownership PlanRoydan Enterprises Ltd. Empl…$701KSuburban Towing Inc Employee Stock Ownership PlanSuburban Towing Inc Employee…$701KWaymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$698K
End-of-year total assets ($M) among Hts Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$730K
Net Assets (End of Year)-$4M
Net Income$141K
Employer EIN351909453
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hts Inc.)

Sponsor-wide plan assets over time

All Hts Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$700K 4.10958904109589% vs 2023
2024 filing year
$0.69M$0.7M$0.71M$0.72M$0.73M$0.74M 20232024 $0.73M $0.7M ▼ -4.1%
Year Plans Participants Total Assets
2023 1 5 $730K
2024 1 5 $700K

Nearby ESOP Plans in Arizona

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

Hts Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Hts Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0007 · Participants: 5Hts Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Hts Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Hts Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Es&a Sign and Awning Co. Employee Stock Ownership Plan and Trust in OR ($700K); by covered participants it is Savogran Company Employee Stock Ownership Plan in MA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Hts Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hts Inc. Employee Stock Ownership Plan edged down modestly - down 4.1% during 2024, from $730K to $700K. Reported net income was $141K.
How have Hts Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hts Inc.'s sponsor-wide assets declined 4.1%, from $730K to $700K.
Where does Hts Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hts Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Hts Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Es&a Sign and Awning Co. Employee Stock Ownership Plan and Trust in OR ($700K, 63 participants).
Which ESOP plans cover a similar participant headcount to Hts Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Savogran Company Employee Stock Ownership Plan in MA (5 participants, $504K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351909453.

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.