401(k) · DOL Form 5500 · 2024

Employee Owned Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
333
Participants Below avg headcount
81st
Percentile by assets National rank
$113,249
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Owned Holdings, Inc. 401(k) Ps Plan · Sponsored by Employee Owned Holdings, Inc. · Texas · Wholesale Trade

$38M in assets, 333 participants

Employee Owned Holdings, Inc.'s Employee Owned Holdings, Inc. 401(k) Ps Plan reported $38M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,890 in Wholesale Trade (6,080 peers)

Coverage in Texas

Employee Owned Holdings, Inc. 401(k) Ps Plan covers 333 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#4,890
in Wholesale Trade (6,080 peers)
+24.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employee Owned Holdings, Inc. 401(k) Ps Plan's outsized position by total assets

Employee Owned Holdings, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$37,711,802 Top 19% higher than 81% 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

Employee Owned Holdings, Inc. 401(k) Ps 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. Employee Owned Holdings, Inc. 401(k) Ps Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Owned Holdings, Inc. 401(k) Ps Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Employee Owned Holdings, Inc. 401(k) Ps Plan end-of-year assets rose from $30M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Employee Owned Holdings, Inc. 401(k) Ps Plan reported participants rose from 309 in the plan year 2023 filing to 333 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208026834 · Employee Owned Holdings, Inc. PY 2024 · 401(k)

Employee Owned Holdings, Inc. 401(k) Ps Plan · $38M · 333 · 81st

  • SCH $38M
  • EBSA 333
  • PART 81st
  • TYPE 401(k)
  • NET near Woodlands 401(k) Profit Sharing Plan
  • BOOK ind #4890

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 Wholesale Trade retirement plans → · Plans in Texas →

Employee Owned Holdings, Inc. 401(k) Ps Plan in the asset neighbourhood

Employee Owned Holdings, Inc. 401(k) Ps PlanEmployee Owned Holdings, Inc…$38MWoodlands 401(k) Profit Sharing PlanWoodlands 401(k) Profit Shar…$38MPats Aircraft, LLC 401(k) PlanPats Aircraft, LLC 401(k) Pl…$38MNephrology Associates, P.C. Retirement PlanNephrology Associates, P.C. …$38MSafe Federal Credit Union 401(k) PlanSafe Federal Credit Union 40…$38M
End-of-year total assets ($M) among Employee Owned Holdings, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN208026834
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Inc.)

Sponsor-wide plan assets over time

All Employee Owned Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$186M 21.596533191356542% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $153M $186M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 602 $153M
2023 2 613 $178M
2024 2 659 $186M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employee Owned Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Employee Owned Holdings, Inc. 401(k) Ps Plan, Total assets ($B): 0.037711802 · Participants: 333Employee Owned Holdings, Inc. 401(k) Ps PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Employee Owned Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Inc. 401(k) Ps Plan side-by-side with 3 peers →

Employee Owned Holdings, Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Woodlands 401(k) Profit Sharing Plan in FL ($38M); by covered participants it is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Employee Owned Holdings, Inc. 401(k) Ps Plan assets move in 2024? ▼
Employee Owned Holdings, Inc. 401(k) Ps Plan grew sharply - up 24.0% during 2024, from $30M to $38M. Reported net income was $7M.
How have Employee Owned Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Holdings, Inc.'s sponsor-wide assets grew 21.6%, from $153M to $186M.
Where does Employee Owned Holdings, Inc. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Employee Owned Holdings, Inc. 401(k) Ps Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employee Owned Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodlands 401(k) Profit Sharing Plan in FL ($38M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Employee Owned Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants, $80M 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 208026834.

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.