ESOP · DOL Form 5500 · 2023

Hba Architecture & Interior Design ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
35
Participants Small participant base
51st
Percentile by assets National rank
$199,032
Avg per participant Above avg balance/head
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Official DOL plan name: Hba Architecture Interior Design, Inc. ESOP II · Sponsored by Hba Architecture & Interior Design · Virginia · Professional & Technical Services

$7M in assets, 35 participants

Hba Architecture & Interior Design's Hba Architecture Interior Design, Inc. ESOP II reported $7M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,023 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Hba Architecture Interior Design, Inc. ESOP II holds $7M for 35 participants - about $199,032 per participant, above the median plan by assets.

#10,023
in Professional & Technical Services (20,321 peers)
+5.5%
assets growth YoY

Hba Architecture Interior Design, Inc. ESOP II's mid-pack asset rank among Professional & Technical Services and all filers

Hba Architecture Interior Design, Inc. ESOP II vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,966,107 Top 49% higher than 51% of 127,068 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 2023

Hba Architecture Interior Design, Inc. ESOP II among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hba Architecture Interior Design, Inc. ESOP II is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hba Architecture Interior Design, Inc. ESOP II reported net income fell from $790K in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Hba Architecture Interior Design, Inc. ESOP II reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.
  • Hba Architecture Interior Design, Inc. ESOP II end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541138958 · Hba Architecture & Interior Design PY 2023 · ESOP

Hba Architecture Interior Design, Inc. ESOP II · $7M · 35 · 51st

  • TYPE $7M
  • NET 35
  • BOOK 51st
  • VS-ST ESOP
  • BOY near Marshall Financial Group, Inc. Employee Stock Ownership Plan
  • SCH ind #10023

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 Virginia →

Hba Architecture Interior Design, Inc. ESOP II in the asset neighbourhood

Doug Smith Production Consultants, Inc. Employee Stock Ownership PlanDoug Smith Production Consul…$7MHba Architecture Interior Design, Inc. ESOP IIHba Architecture Interior De…$7MMarshall Financial Group, Inc. Employee Stock Ownership PlanMarshall Financial Group, In…$7MMid-South Lumber Company of Georgia, Inc. Employee Stock Ownership PlanMid-South Lumber Company of …$7MHhc Employee Stock Ownership PlanHhc Employee Stock Ownership…$7M
End-of-year total assets ($M) among Hba Architecture Interior Design, Inc. ESOP II and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$342K
Employer EIN541138958
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hba Architecture & Interior Design)

Sponsor-wide plan assets over time

All Hba Architecture & Interior Design plans reported in each filing year

Latest sponsor-wide plan assets
$7M 1.7216427474332452% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $6.6M $6.72M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 33 $7M
2023 1 35 $7M
2024 1 34 $7M

Nearby ESOP Plans in Virginia

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

Hba Architecture Interior Design, Inc. ESOP II vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hba Architecture Interior Design, Inc. ESOP II, Total assets ($B): 0.006966107 · Participants: 35Hba Architecture Interior Design, Inc. ESOP IINvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Hba Architecture Interior Design, Inc. ESOP II vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Hba Architecture Interior Design, Inc. ESOP II side-by-side with 3 peers →

Hba Architecture Interior Design, Inc. ESOP II's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Marshall Financial Group, Inc. Employee Stock Ownership Plan in PA ($7M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hba Architecture Interior Design, Inc. ESOP II assets move in 2023? ▼
Hba Architecture Interior Design, Inc. ESOP II grew at a solid clip - up 5.5% during 2023, from $7M to $7M. Reported net income was $342K.
How have Hba Architecture & Interior Design plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hba Architecture & Interior Design's sponsor-wide assets grew 1.7%, from $7M to $7M.
Which ESOP plans are similar in size to Hba Architecture Interior Design, Inc. ESOP II? ▼
Among ESOP plans in other states, the closest by assets is Marshall Financial Group, Inc. Employee Stock Ownership Plan in PA ($7M, 19 participants).
Which ESOP plans cover a similar participant headcount to Hba Architecture Interior Design, Inc. ESOP II? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541138958.

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.