ESOP · DOL Form 5500 · 2024

Employee Owned Holdings, Incorporated ESOP

Data updated 2026-07-24

$148M
Total assets: 326
Participants: 93rd
Percentile by assets: $455,471
Avg per participant

Official DOL plan name: Employee Owned Holdings, Incorporated Employee Stock Ownership Plan · Sponsored by Employee Owned Holdings, Incorporated · Texas · Wholesale Trade

$148M in assets, 326 participants

Employee Owned Holdings, Incorporated's Employee Owned Holdings, Incorporated Employee Stock Ownership Plan reported $148M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 116,472 plans)

Coverage in Texas

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan covers 326 participants in Texas, about 46% of the average Texas filer (state average ~704 per filing). Assets: $148M.

$148M
total plan assets (2024 EOY): 326
covered participants: 93rd
percentile by assets (of 116,472 plans): $455,471
avg assets per participant

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Employee Owned Holdings, Incorporated Employee Stock Ownership Plan reported participants rose from 304 in the plan year 2023 filing to 326 in the plan year 2024 filing.
Employee Owned Holdings, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $148M in the plan year 2023 filing to $148M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Wholesale Trade

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Employee Owned Holdings, Incorporated Employee Stock Ownership Plan reports 326 participants - about 46% of that state average ($148M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$148M
Net Assets (End of Year)	$140M
Net Income	$1M
Employer EIN	208026834
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Incorporated)

Total plan assets by year, all Employee Owned Holdings, Incorporated plans on file

Year	Plans	Participants	Total Assets
2022	2	602	$153M
2023	2	613	$178M
2024	2	659	$186M

Nearby ESOP Plans in Texas

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

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
Highland Homes Employee Stock Ownership Plan $983M · 891
Austin Industries Employee Stock Ownership Plan $527M · 7,703
Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350

Compare Employee Owned Holdings, Incorporated Em… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Owned Holdings, Incorporated Employee Stock Ownership Plan by total assets, not by location.

Rvr Employee Stock Ownership Plan (AZ) $148M · 152
Jones-Hamilton Co. Employee Stock Ownership Plan (OH) $149M · 119
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan (IN) $148M · 340
Chatsworth Products, Inc Employee Stock Ownership Plan (CA) $149M · 683

Frequently Asked Questions

How did Employee Owned Holdings, Incorporated Employee Stock Ownership Plan assets move in 2024? ▼

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan held essentially flat - up 0.7% during 2024, from $148M to $148M. Reported net income was $1M.

How have Employee Owned Holdings, Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Employee Owned Holdings, Incorporated's sponsor-wide assets grew 21.6%, from $153M to $186M.

Where does Employee Owned Holdings, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Employee Owned Holdings, Incorporated Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Rvr Employee Stock Ownership Plan in AZ ($148M, 152 participants).

Next read for Employee Owned Holdings, Incorporated Em…

Filing takeaways

Ways to act on Employee Owned Holdings, Incorporated Employee Stock Ownership Plan's numbers.

By total assets, Employee Owned Holdings, Incorporated Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Employee Owned Holdings, Incorporated's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.