ESOP · DOL Form 5500 · 2024

Unitek Holdings Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
57
Participants Small participant base
80th
Percentile by assets National rank
$637,595
Avg per participant High balance/head
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Official DOL plan name: Unitek Holdings Inc. Employee Stock Ownership Plan · Sponsored by Unitek Holdings Inc. · Hawaii · Construction

$36M in assets, 57 participants

Unitek Holdings Inc.'s Unitek Holdings Inc. Employee Stock Ownership Plan reported $36M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,096 in Construction (9,039 peers)

Where Unitek Holdings Inc. Employee Stock Ownership Plan sits by assets

Unitek Holdings Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 57 participants (~$637,595/participant), up 18.3% in 2024.

#7,096
in Construction (9,039 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unitek Holdings Inc. Employee Stock Ownership Plan's outsized position by total assets

Unitek Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$36,342,900 Top 20% higher than 80% 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

Unitek Holdings Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unitek Holdings Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unitek Holdings Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Unitek Holdings Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Unitek Holdings Inc. Employee Stock Ownership Plan reported participants fell from 62 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203023816 · Unitek Holdings Inc. PY 2024 · ESOP

Unitek Holdings Inc. Employee Stock Ownership Plan · $36M · 57 · 80th

  • PHOTO $36M
  • IND 57
  • EOY 80th
  • 5500 ESOP
  • ASSETS near D.L. Evans Bank Employees Stock Ownership Plan and Trust
  • PCT ind #7096

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 →

Unitek Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood

Indiana Industrial Services Employee Stock Ownership PlanIndiana Industrial Services …$36MD.L. Evans Bank Employees Stock Ownership Plan and TrustD.L. Evans Bank Employees St…$36MUnitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$36MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$36MNorthfield Bank Employee Stock Ownership PlanNorthfield Bank Employee Sto…$36M
End-of-year total assets ($M) among Unitek Holdings Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN203023816
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unitek Holdings Inc.)

Sponsor-wide plan assets over time

All Unitek Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 32.06309001445419% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $36.3M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 75 $28M
2023 1 62 $31M
2024 1 57 $36M

Nearby ESOP Plans in Hawaii

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

Unitek Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Unitek Holdings Inc. Employee Stock Ownership Plan, Total assets ($M): 36.3429 · Participants: 57Unitek Holdings 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
Unitek Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants

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

Outside Hawaii, the nearest ESOP by assets is D.L. Evans Bank Employees Stock Ownership Plan and Trust in ID ($36M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Unitek Holdings Inc. Employee Stock Ownership Plan assets move in 2024?
Unitek Holdings Inc. Employee Stock Ownership Plan grew sharply - up 18.3% during 2024, from $31M to $36M. Reported net income was $6M.
How have Unitek Holdings Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Unitek Holdings Inc.'s sponsor-wide assets grew 32.1%, from $28M to $36M.
Where does Unitek Holdings Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Unitek Holdings Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Unitek Holdings Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is D.L. Evans Bank Employees Stock Ownership Plan and Trust in ID ($36M, 444 participants).
Which ESOP plans cover a similar participant headcount to Unitek Holdings Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M in assets).