ESOP · DOL Form 5500 · 2024

Richard Holz, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
60
Participants Small participant base
57th
Percentile by assets National rank
$179,951
Avg per participant Above avg balance/head
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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.

  • #5,036 in Construction (9,039 peers)

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.

#5,036
in Construction (9,039 peers)
+46.4%
assets growth YoY

Rhi Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Rhi Employee Stock Ownership Plan vs every filed plan by assets

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

$10,797,039 Top 43% higher than 57% 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

Rhi 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. Rhi Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954463762 · Richard Holz, Inc. PY 2024 · ESOP

Rhi Employee Stock Ownership Plan · $11M · 60 · 57th

  • PART $11M
  • TYPE 60
  • NET 57th
  • BOOK ESOP
  • VS-ST near Buse Timber & Sales, Inc. Employee Stock Ownership Plan
  • BOY ind #5036

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 California →

Rhi Employee Stock Ownership Plan in the asset neighbourhood

Wingswept Employee Stock Ownership PlanWingswept Employee Stock Own…$11MFlyers Pizza Employee Stock Ownership PlanFlyers Pizza Employee Stock …$11MRhi Employee Stock Ownership PlanRhi Employee Stock Ownership…$11MBuse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$11MDiw Group, Inc. Employee Stock Ownership PlanDiw Group, Inc. Employee Sto…$11M
End-of-year total assets ($M) among Rhi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Richard Holz, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Richard Holz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 100.12542779273777% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.4M $10.8M ▲ +100.0%
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 EIN954463762
Plan Effective Date2018-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Rhi Employee Stock Ownership Plan, Total assets ($B): 0.010797039 · Participants: 60Rhi Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Rhi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Rhi Employee Stock Ownership Plan side-by-side with 3 peers →

Rhi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA ($11M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Rhi Employee Stock Ownership Plan assets move in 2024? ▼
Rhi Employee Stock Ownership Plan surged - up 46.4% during 2024, from $7M to $11M. Reported net income was $5M.
How have Richard Holz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Holz, Inc.'s sponsor-wide assets grew 100.1%, from $5M to $11M.
Which ESOP plans are similar in size to Rhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA ($11M, N/A participants).
Which ESOP plans cover a similar participant headcount to Rhi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 954463762.

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.