ESOP · DOL Form 5500 · 2024

Employee Owned Holdings, Incorporated ESOP

Data updated 2026-08-25

$148M
Total assets Near avg plan size
326
Participants Below avg headcount
93rd
Percentile by assets National rank
$455,471
Avg per participant High balance/head
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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.

  • #5,728 in Wholesale Trade (6,080 peers)

Coverage in Texas

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan covers 326 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $148M.

#5,728
in Wholesale Trade (6,080 peers)
+0.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan's outsized position by total assets

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$148,483,495 Top 7% higher than 93% 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, Incorporated 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. Employee Owned Holdings, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 208026834 · Employee Owned Holdings, Incorporated PY 2024 · ESOP

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan · $148M · 326 · 93rd

  • SCH $148M
  • EBSA 326
  • PART 93rd
  • TYPE ESOP
  • NET near Rvr Employee Stock Ownership Plan
  • BOOK ind #5728

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 Texas →

Employee Owned Holdings, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Chatsworth Products, Inc Employee Stock Ownership PlanChatsworth Products, Inc Emp…$149MJones-Hamilton Co. Employee Stock Ownership PlanJones-Hamilton Co. Employee …$149MEmployee Owned Holdings, Incorporated Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148MRvr Employee Stock Ownership PlanRvr Employee Stock Ownership…$148MSuperior Industrial Solutions, Inc. Employee Stock Ownership PlanSuperior Industrial Solution…$148M
End-of-year total assets ($M) among Employee Owned Holdings, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$140M
Net Income$1M
Employer EIN208026834
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Holdings, Incorporated)

Sponsor-wide plan assets over time

All Employee Owned Holdings, Incorporated 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 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 Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Employee Owned Holdings, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.148483495 · Participants: 326Employee Owned Holdings, Incorporated Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Employee Owned Holdings, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Employee Owned Holdings, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Rvr Employee Stock Ownership Plan in AZ ($148M); by covered participants it is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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, 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Employee Owned Holdings, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA (326 participants, $32M 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.