ESOP · DOL Form 5500 · 2024

Harris & Associates ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
194
Participants Below avg headcount
72nd
Percentile by assets National rank
$114,274
Avg per participant Below avg balance/head
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Official DOL plan name: Harris & Associates Employee Stock Ownership Plan · Sponsored by Harris & Associates · California · Professional & Technical Services

$22M in assets, 194 participants

Harris & Associates's Harris & Associates Employee Stock Ownership Plan reported $22M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,466 in Professional & Technical Services (20,173 peers)

Coverage in California

Harris & Associates Employee Stock Ownership Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $22M.

#14,466
in Professional & Technical Services (20,173 peers)
+6.8%
assets growth YoY

Harris & Associates Employee Stock Ownership Plan's outsized position by total assets

Harris & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$22,169,166 Top 28% higher than 72% 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

Harris & Associates 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. Harris & Associates Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harris & Associates Employee Stock Ownership Plan reported net income rose from $79K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Harris & Associates Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Harris & Associates Employee Stock Ownership Plan reported participants rose from 186 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942385238 · Harris & Associates PY 2024 · ESOP

Harris & Associates Employee Stock Ownership Plan · $22M · 194 · 72nd

  • BOY $22M
  • SCH 194
  • EBSA 72nd
  • PART ESOP
  • TYPE near Blue Foundry Bank Employee Stock Ownership Plan
  • NET ind #14466

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 →

Harris & Associates Employee Stock Ownership Plan in the asset neighbourhood

Reed & Reed, Inc. Employee Stock Ownership PlanReed & Reed, Inc. Employee S…$22MBills Electric, Inc. Employee Stock Ownership PlanBills Electric, Inc. Employe…$22MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$22MBlue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$22MMain Street Homes of Va, Inc. Employee Stock Ownership PlanMain Street Homes of Va, Inc…$22M
End-of-year total assets ($M) among Harris & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN942385238
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris & Associates)

Sponsor-wide plan assets over time

All Harris & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$71M 28.956767103495828% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.2M $71.1M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 398 $55M
2023 2 428 $63M
2024 2 458 $71M

Nearby ESOP Plans in California

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

Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Harris & Associates Employee Stock Ownership Plan, Total assets ($B): 0.022169166 · Participants: 194Harris & Associates 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
Harris & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Harris & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Blue Foundry Bank Employee Stock Ownership Plan in NJ ($22M); by covered participants it is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Harris & Associates Employee Stock Ownership Plan assets move in 2024? ▼
Harris & Associates Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2024, from $21M to $22M. Reported net income was $1M.
How have Harris & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris & Associates's sponsor-wide assets grew 29.0%, from $55M to $71M.
Which ESOP plans are similar in size to Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Foundry Bank Employee Stock Ownership Plan in NJ ($22M, 136 participants).
Which ESOP plans cover a similar participant headcount to Harris & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants, $11M 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 942385238.

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.