ESOP · DOL Form 5500 · 2024
H&m Fashion USA, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7,661
- Participants Very large workforce
- 42nd
- Percentile by assets National rank
- $639
- Avg per participant Low balance/head
Official DOL plan name: H&m Employee Stock Ownership Plan · Sponsored by H&m Fashion USA, Inc. · New Jersey · Retail Trade
$5M in assets, 7,661 participants
H&m Fashion USA, Inc.'s H&m Employee Stock Ownership Plan reported $5M in total assets and 7,661 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,215 in Retail Trade (8,048 peers)
Coverage in New Jersey
H&m Employee Stock Ownership Plan covers 7,661 participants in New Jersey, 9.1x the typical New Jersey plan (state average ~844 per filing). Assets: $5M.
- #4,215
- in Retail Trade (8,048 peers)
- +10.6%
- assets growth YoY
H&m Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
H&m Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,893,618 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
H&m Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&m Employee Stock Ownership Plan lands in the large band (7,661 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H&m Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $258K in the plan year 2024 filing.
- H&m Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- H&m Employee Stock Ownership Plan reported participants rose from 7,293 in the plan year 2023 filing to 7,661 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 931778981 · H&m Fashion USA, Inc. PY 2024 · ESOP
H&m Employee Stock Ownership Plan · $5M · 7,661 · 42nd
- ASSETS $5M
- ASSETS 7,661
- ASSETS 42nd
- ASSETS ESOP
- ASSETS near Lampin Corporation Employee Stock Ownership Plan
- ASSETS ind #4215
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 New Jersey →
H&m Employee Stock Ownership Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $258K |
| Employer EIN | 931778981 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H&m Fashion USA, Inc.)
Sponsor-wide plan assets over time
All H&m Fashion USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 14.149969502757004% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 13,827 | $128M |
| 2024 | 2 | 14,156 | $146M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $446M · 1,176
- Conair LLC Savings and Investment Plan $303M · 1,275
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
- Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
- Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144
H&m Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Lampin Corporation Employee Stock Ownership Plan in MA ($5M); by covered participants it is Austin Industries Employee Stock Ownership Plan in TX (7,703 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,661 participants); asset peers above are excluded.
- Austin Industries Employee Stock Ownership Plan (TX) 7,703 · 42 off
- Houchens Industries, Inc. Employee Stock Ownership Plan (KY) 7,785 · 124 off
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) 7,492 · 169 off
- Lockheed Martin Corporation Capital Accumulation Plan (MD) 7,445 · 216 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.