ESOP · DOL Form 5500 · 2024

Focus Holdings USA, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
38
Participants Small participant base
45th
Percentile by assets National rank
$158,902
Avg per participant Above avg balance/head
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Official DOL plan name: Focus Holdings USA, Inc. Employee Stock Ownership Plan · Sponsored by Focus Holdings USA, Inc. · Virginia · Finance & Insurance

$6M in assets, 38 participants

Focus Holdings USA, Inc.'s Focus Holdings USA, Inc. Employee Stock Ownership Plan reported $6M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,651 in Finance & Insurance (8,549 peers)

Focus Holdings USA, Inc. multi-year trail

Focus Holdings USA, Inc.'s plans moved -23.2% in assets from 2022 to 2024; this filing shows Focus Holdings USA, Inc. Employee Stock Ownership Plan at $6M / 38 participants.

#2,651
in Finance & Insurance (8,549 peers)
+73.5%
assets growth YoY

Focus Holdings USA, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Focus Holdings USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,038,278 45th percentile higher than 45% 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

Focus Holdings USA, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Focus Holdings USA, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Focus Holdings USA, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Focus Holdings USA, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Focus Holdings USA, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 832398748 · Focus Holdings USA, Inc. PY 2024 · ESOP

Focus Holdings USA, Inc. Employee Stock Ownership Plan · $6M · 38 · 45th

  • SCH $6M
  • EBSA 38
  • PART 45th
  • TYPE ESOP
  • NET near Richwood Meat Company, Inc. Employee Stock Ownership Plan
  • BOOK ind #2651

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 Virginia →

Focus Holdings USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bank of Elk River Employee Stock Ownership Plan and TrustThe Bank of Elk River Employ…$6MFocus Holdings USA, Inc. Employee Stock Ownership PlanFocus Holdings USA, Inc. Emp…$6MRichwood Meat Company, Inc. Employee Stock Ownership PlanRichwood Meat Company, Inc. …$6MMachine Tool Research, Inc. Employee Stock Ownership PlanMachine Tool Research, Inc. …$6MJohn W. Abbott Construction Company, Inc. Employee Stock Ownership PlanJohn W. Abbott Construction …$6M
End-of-year total assets ($M) among Focus Holdings USA, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Focus Holdings USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Focus Holdings USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.17712468193384% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.86M $6.04M ▼ -23.2%
Year Plans Participants Total Assets
2022 1 31 $8M
2023 1 37 $3M
2024 1 38 $6M

Focus Holdings USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN832398748
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Focus Holdings USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Focus Holdings USA, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006038278 · Participants: 38Focus Holdings USA, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Focus Holdings USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Focus Holdings USA, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Focus Holdings USA, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Richwood Meat Company, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Focus Holdings USA, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Focus Holdings USA, Inc. Employee Stock Ownership Plan surged - up 73.5% during 2024, from $3M to $6M. Reported net income was $3M.
How have Focus Holdings USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Focus Holdings USA, Inc.'s sponsor-wide assets declined 23.2%, from $8M to $6M.
Which ESOP plans are similar in size to Focus Holdings USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Richwood Meat Company, Inc. Employee Stock Ownership Plan in CA ($6M, 117 participants).
Which ESOP plans cover a similar participant headcount to Focus Holdings USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 832398748.

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.