ESOP · DOL Form 5500 · 2024

Roy's Holdings, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
432
Participants Below avg headcount
68th
Percentile by assets National rank
$41,218
Avg per participant Low balance/head
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Official DOL plan name: Roy's Holding's, Inc. Employee Stock Ownership Plan · Sponsored by Roy's Holdings, Inc. · Hawaii · Food Services & Accommodation

$18M in assets, 432 participants

Roy's Holdings, Inc.'s Roy's Holding's, Inc. Employee Stock Ownership Plan reported $18M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,322 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Roy's Holding's, Inc. Employee Stock Ownership Plan ranks #3,322 of 3,672 2024 filers by assets (110% of the sector average)-$18M for 432 participants.

#3,322
in Food Services & Accommodation (3,672 peers)
+0.9%
assets growth YoY

Roy's Holding's, Inc. Employee Stock Ownership Plan's outsized position by total assets

Roy's Holding's, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,806,097 Top 32% higher than 68% 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

Roy's Holding's, Inc. 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. Roy's Holding's, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roy's Holding's, Inc. Employee Stock Ownership Plan reported participants rose from 329 in the plan year 2023 filing to 432 in the plan year 2024 filing.
  • Roy's Holding's, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Roy's Holding's, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990341036 · Roy's Holdings, Inc. PY 2024 · ESOP

Roy's Holding's, Inc. Employee Stock Ownership Plan · $18M · 432 · 68th

  • PCT $18M
  • PCT 432
  • PCT 68th
  • PCT ESOP
  • PCT near The Bennington State Bank Employee Stock Ownership Plan
  • PCT ind #3322

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 Hawaii →

Roy's Holding's, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wayfield Foods, Inc. Employee Stock Ownership PlanWayfield Foods, Inc. Employe…$18MHardman Construction, Inc. Employee Stock Ownership PlanHardman Construction, Inc. E…$18MBoh Bros. Construction Co., L.L.C. Employee Stock Ownership PlanBoh Bros. Construction Co., …$18MRoy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$18MThe Bennington State Bank Employee Stock Ownership PlanThe Bennington State Bank Em…$18M
End-of-year total assets ($M) among Roy's Holding's, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN990341036
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roy's Holdings, Inc.)

Sponsor-wide plan assets over time

All Roy's Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 3.3957292907135743% vs 2022
2024 filing year
$17M$17.2M$17.4M$17.6M$17.8M$18M 202220232024 $17.2M $17.8M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 382 $17M
2023 1 329 $18M
2024 1 432 $18M

Nearby ESOP Plans in Hawaii

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

Roy's Holding's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Roy's Holding's, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.806097 · Participants: 432Roy's Holding's, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 154.495536 · Participants: 280Bowers & Kubota Consulting, Inc. ESOPGpf Life and Health Benefits Company Employee Stock Ownership Plan, Total assets ($M): 141.754844 · Participants: 113Gpf Life and Health Benefits Company Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 133.382995 · Participants: 103R. M. Towill Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 129.000134 · Participants: 1128Roberts Hawaii, Inc. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 97.475398 · Participants: 436Hpm Building Supply Employee Stock Ownership Plan
Roy's Holding's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Roy's Holding's, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roy's Holding's, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is The Bennington State Bank Employee Stock Ownership Plan in ($18M); by covered participants it is American Stock, Savings and Employee Trust in MN (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Roy's Holding's, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Roy's Holding's, Inc. Employee Stock Ownership Plan held essentially flat - up 0.9% during 2024, from $18M to $18M. Reported net income was $1M.
How have Roy's Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy's Holdings, Inc.'s sponsor-wide assets grew 3.4%, from $17M to $18M.
Which ESOP plans are similar in size to Roy's Holding's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bennington State Bank Employee Stock Ownership Plan in ($18M, 98 participants).
Which ESOP plans cover a similar participant headcount to Roy's Holding's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Stock, Savings and Employee Trust in MN (432 participants, $35M 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 990341036.

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.