ESOP · DOL Form 5500 · 2024

National Holistic Institute, Inc. ESOP

Data updated 2026-08-25

$197K
Total assets Small plan by assets
126
Participants Small participant base
10th
Percentile by assets National rank
$1,565
Avg per participant Low balance/head
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Official DOL plan name: Nhi Employee Stock Ownership Plan · Sponsored by National Holistic Institute, Inc. · California · Healthcare & Social Assistance

$197K in assets, 126 participants

National Holistic Institute, Inc.'s Nhi Employee Stock Ownership Plan reported $197K in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,217 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Nhi Employee Stock Ownership Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $197K.

#1,217
in Healthcare & Social Assistance (16,916 peers)
-13.5%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nhi Employee Stock Ownership Plan among the smaller filed plans by assets

Nhi Employee Stock Ownership Plan vs every filed plan by assets

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

$197,141 10th percentile higher than 10% 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

Nhi Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nhi Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nhi Employee Stock Ownership Plan reported net income fell from $13K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
  • Nhi Employee Stock Ownership Plan end-of-year assets fell from $228K in the plan year 2023 filing to $197K in the plan year 2024 filing.
  • Nhi Employee Stock Ownership Plan reported participants rose from 117 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943013724 · National Holistic Institute, Inc. PY 2024 · ESOP

Nhi Employee Stock Ownership Plan · $197K · 126 · 10th

  • EIN $197K
  • RANK 126
  • PHOTO 10th
  • IND ESOP
  • EOY near Chemtron Supply Corporation Employee Stock Ownership Plan
  • 5500 ind #1217

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 California →

Nhi Employee Stock Ownership Plan in the asset neighbourhood

Nhi Employee Stock Ownership PlanNhi Employee Stock Ownership…$197KChemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$198KFewell Geotechnical Engineering, Ltd. Employee Stock Ownership PlanFewell Geotechnical Engineer…$196KPinnacle Sales Supply, Inc. Employee Stock Ownership PlanPinnacle Sales Supply, Inc. …$200KEd & Carol Enterprises, Inc Retirement PlanEd & Carol Enterprises, Inc …$194K
End-of-year total assets ($M) among Nhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$228K
Net Assets (End of Year)$189K
Net Income-$39K
Employer EIN943013724
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Holistic Institute, Inc.)

Sponsor-wide plan assets over time

All National Holistic Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.19752381028488% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3M $5.35M ▲ +78.3%
Year Plans Participants Total Assets
2022 2 320 $3M
2023 1 117 $228K
2024 2 719 $5M

Nearby ESOP Plans in California

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

Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Nhi Employee Stock Ownership Plan, Total assets ($B): 0.000197141 · Participants: 126Nhi Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Nhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Nhi Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Chemtron Supply Corporation Employee Stock Ownership Plan in MO ($198K); by covered participants it is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Nhi Employee Stock Ownership Plan assets move in 2024? ▼
Nhi Employee Stock Ownership Plan pulled back noticeably - down 13.5% during 2024, from $228K to $197K. Reported net income was -$39K.
How have National Holistic Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holistic Institute, Inc.'s sponsor-wide assets grew 78.2%, from $3M to $5M.
Where does Nhi Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nhi Employee Stock Ownership Plan ranks in the 10th 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 Nhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chemtron Supply Corporation Employee Stock Ownership Plan in MO ($198K, 59 participants).
Which ESOP plans cover a similar participant headcount to Nhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants, $17M 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 943013724.

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.