ESOP · DOL Form 5500 · 2023

The Solaray Corporation ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
73
Participants Small participant base
78th
Percentile by assets National rank
$369,820
Avg per participant High balance/head
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Official DOL plan name: The Solaray Corporation Employee Stock Ownership Plan · Sponsored by The Solaray Corporation · Hawaii · Manufacturing

$27M in assets, 73 participants

The Solaray Corporation's The Solaray Corporation Employee Stock Ownership Plan reported $27M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,909 in Manufacturing (18,722 peers)

Where The Solaray Corporation Employee Stock Ownership Plan sits by assets

The Solaray Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 73 participants (~$369,820/participant), up 2.7% in 2023.

#12,909
in Manufacturing (18,722 peers)
+2.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Solaray Corporation Employee Stock Ownership Plan's outsized position by total assets

The Solaray Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$26,996,832 Top 22% higher than 78% 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

The Solaray Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Solaray Corporation Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Solaray Corporation Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Solaray Corporation Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • The Solaray Corporation Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990162345 · The Solaray Corporation PY 2023 · ESOP

The Solaray Corporation Employee Stock Ownership Plan · $27M · 73 · 78th

  • ASSETS $27M
  • ASSETS 73
  • ASSETS 78th
  • ASSETS ESOP
  • ASSETS near Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan
  • ASSETS ind #12909

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 Hawaii →

The Solaray Corporation Employee Stock Ownership Plan in the asset neighbourhood

Amg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$27MThe Solaray Corporation Employee Stock Ownership PlanThe Solaray Corporation Empl…$27MAyres Associates Inc 2012 Amended and Restated Employee Stock Ownership PlanAyres Associates Inc 2012 Am…$27MCarolina Products, Inc. Employee Stock Ownership PlanCarolina Products, Inc. Empl…$27MForce Companies ESOP$27M
End-of-year total assets ($M) among The Solaray Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)-$4M
Net Income$2M
Employer EIN990162345
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Solaray Corporation)

Sponsor-wide plan assets over time

All The Solaray Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 2.6989874213214424% vs 2022
2023 filing year
$26M$26.5M$27M$27.5M 20222023 $26.3M $27M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 76 $26M
2023 1 73 $27M

Nearby ESOP Plans in Hawaii

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

The Solaray Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants The Solaray Corporation Employee Stock Ownership Plan, Total assets ($M): 26.996832 · Participants: 73The Solaray Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
The Solaray Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare The Solaray Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Solaray Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI ($27M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 The Solaray Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Solaray Corporation Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $26M to $27M. Reported net income was $2M.
How have The Solaray Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Solaray Corporation's sponsor-wide assets grew 2.7%, from $26M to $27M.
Where does The Solaray Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Solaray Corporation Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Solaray Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI ($27M, 366 participants).
Which ESOP plans cover a similar participant headcount to The Solaray Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 990162345.

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.