ESOP · DOL Form 5500 · 2024
Hart Howerton Holdings, Ltd. ESOP
Data updated 2026-07-24
- $26M
- Total assets
- 128
- Participants
- 75th
- Percentile by assets
- $205,520
- Avg per participant
Official DOL plan name: Hart Howerton Employee Stock Ownership Plan · Sponsored by Hart Howerton Holdings, Ltd. · California · Professional & Technical Services
$26M in assets, 128 participants
Hart Howerton Holdings, Ltd.'s Hart Howerton Employee Stock Ownership Plan reported $26M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 116,472 plans)
Coverage in California
Hart Howerton Employee Stock Ownership Plan covers 128 participants in California, about 20% of the average California filer (state average ~637 per filing). Assets: $26M.
- $26M
- total plan assets (2024 EOY)
- 128
- covered participants
- 75th
- percentile by assets (of 116,472 plans)
- $205,520
- avg assets per participant
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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hart Howerton Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Hart Howerton Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Hart Howerton Employee Stock Ownership Plan reported participants fell from 139 in the plan year 2023 filing to 128 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Hart Howerton Employee Stock Ownership Plan reports 128 participants - about 20% of that state average ($26M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$3M |
| Employer EIN | 274085152 |
| Plan Effective Date | 2012-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hart Howerton Holdings, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $25M |
| 2023 | 1 | 139 | $29M |
| 2024 | 1 | 128 | $26M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Hart Howerton 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 Hart Howerton Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Hart Howerton Employee Stock Ownership Plan assets move in 2024? ▼
How have Hart Howerton Holdings, Ltd. plan assets changed over time? ▼
Where does Hart Howerton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Hart Howerton Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Hart Howerton Employee Stock Ownership Plan's numbers.
- By total assets, Hart Howerton Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Hart Howerton Holdings, Ltd.'s sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Professional & Technical Services 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 274085152.
Read our methodology - how this data is sourced, computed, and verified.