ESOP · DOL Form 5500 · 2024

United Employee Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
121
Participants Small participant base
25th
Percentile by assets National rank
$10,091
Avg per participant Low balance/head
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Official DOL plan name: Etw Employee Stock Ownership Plan · Sponsored by United Employee Holdings, Inc. · Arkansas · Wholesale Trade

$1M in assets, 121 participants

United Employee Holdings, Inc.'s Etw Employee Stock Ownership Plan reported $1M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #862 in Wholesale Trade (6,080 peers)

Coverage in Arkansas

Etw Employee Stock Ownership Plan covers 121 participants in Arkansas, about 4% of the average Arkansas filer (state average ~2,784 per filing). Assets: $1M.

#862
in Wholesale Trade (6,080 peers)
-74.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Etw Employee Stock Ownership Plan among the smaller filed plans by assets

Etw Employee Stock Ownership Plan vs every filed plan by assets

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

$1,221,048 25th percentile higher than 25% 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

Etw 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. Etw Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Etw Employee Stock Ownership Plan reported net income fell from $295K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Etw Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Etw Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823511153 · United Employee Holdings, Inc. PY 2024 · ESOP

Etw Employee Stock Ownership Plan · $1M · 121 · 25th

  • RANK $1M
  • PHOTO 121
  • IND 25th
  • EOY ESOP
  • 5500 near Cybernet Systems Corporation Employee Stock Ownership Plan
  • ASSETS ind #862

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 Arkansas →

Etw Employee Stock Ownership Plan in the asset neighbourhood

Etw Employee Stock Ownership PlanEtw Employee Stock Ownership…$1MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$1MWinning Edge, Inc. Employee Stock Ownership PlanWinning Edge, Inc. Employee …$1MLife Ambulance Service, Inc. Employee Stock Ownership PlanLife Ambulance Service, Inc.…$1MThe Capital Management Corporation Employee Stock Ownership PlanThe Capital Management Corpo…$1M
End-of-year total assets ($M) among Etw Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$9M
Net Income-$3M
Employer EIN823511153
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Employee Holdings, Inc.)

Sponsor-wide plan assets over time

All United Employee Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 73.86034738468177% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.67M $1.22M ▼ -73.9%
Year Plans Participants Total Assets
2022 1 96 $5M
2023 1 97 $5M
2024 1 121 $1M

Nearby ESOP Plans in Arkansas

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

Etw Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Etw Employee Stock Ownership Plan, Total assets ($M): 1.221048 · Participants: 121Etw Employee Stock Ownership PlanCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 475.871389 · Participants: 1400Central States, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 317.018358 · Participants: 3196Harps Food Stores, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 102.789406 · Participants: 0Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 70.150614 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership PlanHytrol Conveyor Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 47.625563 · Participants: 1295Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan
Etw Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Etw Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest ESOP by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($1M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Etw Employee Stock Ownership Plan assets move in 2024? ▼
Etw Employee Stock Ownership Plan contracted severely - down 74.0% during 2024, from $5M to $1M. Reported net income was -$3M.
How have United Employee Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Employee Holdings, Inc.'s sponsor-wide assets declined 73.9%, from $5M to $1M.
Where does Etw Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Etw Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Etw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($1M, 41 participants).
Which ESOP plans cover a similar participant headcount to Etw Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants, $4M 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 823511153.

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.