ESOP · DOL Form 5500 · 2024

Thea Holdings, LLC ESOP

Data updated 2026-08-25

$228K
Total assets Small plan by assets
123
Participants Small participant base
11th
Percentile by assets National rank
$1,854
Avg per participant Low balance/head
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Official DOL plan name: Thea Holdings Employee Stock Ownership Plan · Sponsored by Thea Holdings, LLC · New Jersey · Professional & Technical Services

$228K in assets, 123 participants

Thea Holdings, LLC's Thea Holdings Employee Stock Ownership Plan reported $228K in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,832 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Thea Holdings Employee Stock Ownership Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $228K.

#1,832
in Professional & Technical Services (20,173 peers)
-38.2%
assets change YoY

Thea Holdings Employee Stock Ownership Plan among the smaller filed plans by assets

Thea Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$228,000 11th percentile higher than 11% 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

Thea Holdings 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. Thea Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thea Holdings Employee Stock Ownership Plan reported net income rose from -$436K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Thea Holdings Employee Stock Ownership Plan end-of-year assets fell from $369K in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Thea Holdings Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 876460001 · Thea Holdings, LLC PY 2024 · ESOP

Thea Holdings Employee Stock Ownership Plan · $228K · 123 · 11th

  • BOY $228K
  • BOY 123
  • BOY 11th
  • BOY ESOP
  • BOY near Macro Industries, Inc. Employee Stock Ownership Plan
  • BOY ind #1832

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 New Jersey →

Thea Holdings Employee Stock Ownership Plan in the asset neighbourhood

Thea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$228KMacro Industries, Inc. Employee Stock Ownership PlanMacro Industries, Inc. Emplo…$230KIsco Employee Stock Ownership PlanIsco Employee Stock Ownershi…$230KAnbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership PlanAnbe, Aruga & Ishizu, Archit…$226KRoush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$231K
End-of-year total assets ($M) among Thea Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$369K
Net Assets (End of Year)-$42M
Net Income$1M
Employer EIN876460001
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thea Holdings, LLC)

Sponsor-wide plan assets over time

All Thea Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$228K 88.88347147732813% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.05M $0.23M ▼ -88.8%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 119 $369K
2024 1 123 $228K

Nearby ESOP Plans in New Jersey

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

Thea Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Thea Holdings Employee Stock Ownership Plan, Total assets ($M): 0.228 · Participants: 123Thea Holdings Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Thea Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Thea Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Macro Industries, Inc. Employee Stock Ownership Plan in KS ($230K); by covered participants it is Pems Employee Stock Ownership Plan in MI (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Thea Holdings Employee Stock Ownership Plan assets move in 2024? ▼
Thea Holdings Employee Stock Ownership Plan contracted severely - down 38.2% during 2024, from $369K to $228K. Reported net income was $1M.
How have Thea Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thea Holdings, LLC's sponsor-wide assets declined 88.9%, from $2M to $228K.
Where does Thea Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Thea Holdings Employee Stock Ownership Plan ranks in the 11th 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 Thea Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Macro Industries, Inc. Employee Stock Ownership Plan in KS ($230K, 33 participants).
Which ESOP plans cover a similar participant headcount to Thea Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pems Employee Stock Ownership Plan in MI (123 participants, $40M 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 876460001.

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.