ESOP · DOL Form 5500 · 2024

Howards Appliances, Inc. ESOP

Data updated 2026-08-25

$158K
Total assets Small plan by assets
145
Participants Small participant base
9th
Percentile by assets National rank
$1,087
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Howards Appliances, Inc. Employee Stock Ownership Plan · Sponsored by Howards Appliances, Inc. · California · Retail Trade

$158K in assets, 145 participants

Howards Appliances, Inc.'s Howards Appliances, Inc. Employee Stock Ownership Plan reported $158K in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,157 in Retail Trade (8,048 peers)

Coverage in California

Howards Appliances, Inc. Employee Stock Ownership Plan covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $158K.

#1,157
in Retail Trade (8,048 peers)
-98.9%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howards Appliances, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Howards Appliances, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$157,661 9th percentile higher than 9% 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

Howards Appliances, Inc. 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. Howards Appliances, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Howards Appliances, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $158K in the plan year 2024 filing.
  • Howards Appliances, Inc. Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Howards Appliances, Inc. Employee Stock Ownership Plan reported net income fell from -$12M in the plan year 2023 filing to -$14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951595620 · Howards Appliances, Inc. PY 2024 · ESOP

Howards Appliances, Inc. Employee Stock Ownership Plan · $158K · 145 · 9th

  • PCT $158K
  • PCT 145
  • PCT 9th
  • PCT ESOP
  • PCT near Tridan Corp. Employee Stock Ownership Trust
  • PCT ind #1157

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 →

Howards Appliances, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Howards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$158KTridan Corp. Employee Stock Ownership TrustTridan Corp. Employee Stock …$157KUma Enterprises Employee Stock Ownership PlanUma Enterprises Employee Sto…$159KCarter Broadcast Group, Inc. Employee Stock Ownership Plan and TrustCarter Broadcast Group, Inc.…$160KGuzzardo School of Music & Store, Inc. Employee Stock Ownership PlanGuzzardo School of Music & S…$154K
End-of-year total assets ($M) among Howards Appliances, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$7M
Net Income-$14M
Employer EIN951595620
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howards Appliances, Inc.)

Sponsor-wide plan assets over time

All Howards Appliances, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 95.31242698314216% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $29.1M $1.36M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 356 $29M
2023 2 249 $16M
2024 2 274 $1M

Nearby ESOP Plans in California

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

Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Howards Appliances, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000157661 · Participants: 145Howards Appliances, Inc. 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
Howards Appliances, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Howards Appliances, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Howards Appliances, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Tridan Corp. Employee Stock Ownership Trust in NY ($157K); by covered participants it is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Howards Appliances, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Howards Appliances, Inc. Employee Stock Ownership Plan contracted severely - down 98.9% during 2024, from $15M to $158K. Reported net income was -$14M.
How have Howards Appliances, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howards Appliances, Inc.'s sponsor-wide assets declined 95.3%, from $29M to $1M.
Where does Howards Appliances, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Howards Appliances, Inc. Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tridan Corp. Employee Stock Ownership Trust in NY ($157K, N/A participants).
Which ESOP plans cover a similar participant headcount to Howards Appliances, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA (145 participants, $12M 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 951595620.

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.