ESOP · DOL Form 5500 · 2024
Richard Holz, Inc. ESOP
Data updated 2026-07-24
- $11M
- Total assets
- 60
- Participants
- 57th
- Percentile by assets
- $179,951
- Avg per participant
Official DOL plan name: Rhi Employee Stock Ownership Plan · Sponsored by Richard Holz, Inc. · California · Construction
$11M in assets, 60 participants
Richard Holz, Inc.'s Rhi Employee Stock Ownership Plan reported $11M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 116,472 plans)
Richard Holz, Inc. multi-year trail
Richard Holz, Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Rhi Employee Stock Ownership Plan at $11M / 60 participants.
- $11M
- total plan assets (2024 EOY)
- 60
- covered participants
- 57th
- percentile by assets (of 116,472 plans)
- $179,951
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rhi Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Rhi Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Richard Holz, Inc. across 3 plan years on file
Across the 3 plan years Richard Holz, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $11M, a gain of 100.1%, while reported participants moved from 57 to 60 (+5.3%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($5M).
Richard Holz, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $5M |
| 2023 | 1 | 60 | $7M |
| 2024 | 1 | 60 | $11M |
Richard Holz, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $405K |
| Net Income | $5M |
| Employer EIN | 954463762 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rhi Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Rhi Employee Stock Ownership Plan assets move in 2024? ▼
How have Richard Holz, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Rhi Employee Stock Ownership Plan? ▼
Next read for Rhi Employee Stock Ownership Plan
Multi-year trail
Ways to act on Rhi Employee Stock Ownership Plan's numbers.
- By total assets, Rhi Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Richard Holz, Inc.'s sponsor-wide assets have grown 100.1% since 2022 across 3 plan years on file. More Construction 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 954463762.
Read our methodology - how this data is sourced, computed, and verified.