ESOP · DOL Form 5500 · 2022
Ebby Halliday, Inc. ESOP
Data updated 2026-08-25
- $630K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 20th
- Percentile by assets National rank
Official DOL plan name: Ebby Halliday, Inc. Profit Sharing Plan · Sponsored by Ebby Halliday, Inc. · Texas · Real Estate
$630K in assets, N/A participants
Ebby Halliday, Inc.'s Ebby Halliday, Inc. Profit Sharing Plan reported $630K in total assets and N/A participants in its 2022 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.
- #1,750 in Real Estate (5,057 peers)
2022 asset change
Ebby Halliday, Inc. Profit Sharing Plan contracted severely 41.8% in 2022 ($1M → $630K) for N/A participants.
- #1,750
- in Real Estate (5,057 peers)
- -41.8%
- assets change YoY
The plan reported a net loss of $459K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ebby Halliday, Inc. Profit Sharing Plan among the smaller filed plans by assets
Ebby Halliday, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$630,334 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 751039207 · Ebby Halliday, Inc. PY 2022 · ESOP
Ebby Halliday, Inc. Profit Sharing Plan · $630K · N/A · 20th
- EBSA $630K
- EBSA N/A
- EBSA 20th
- EBSA ESOP
- EBSA near Retirement Planning Services, Inc. Employee Stock Ownership Plan
- EBSA ind #1750
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 →
Ebby Halliday, Inc. Profit Sharing Plan in the asset neighbourhood
Ebby Halliday, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Ebby Halliday, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $630K |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $618K |
| Net Income | -$459K |
| Employer EIN | 751039207 |
| Plan Effective Date | 1991-10-01 |
| 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 $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Ebby Halliday, Inc. Profit Sharing Plan's closest out-of-state ESOP peers by assets
Outside Texas, the nearest ESOP by end-of-year assets is Retirement Planning Services, Inc. Employee Stock Ownership Plan in CO at $630K (this filing: $630K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.