ESOP · DOL Form 5500 · 2024

Worth Higgins & Associates, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
157
Participants Small participant base
42nd
Percentile by assets National rank
$31,873
Avg per participant Low balance/head
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Official DOL plan name: Worth Higgins & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Worth Higgins & Associates, Inc. · Virginia · Manufacturing

$5M in assets, 157 participants

Worth Higgins & Associates, Inc.'s Worth Higgins & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 157 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.

  • #4,465 in Manufacturing (17,777 peers)

Coverage in Virginia

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan covers 157 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#4,465
in Manufacturing (17,777 peers)
-2.8%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,004,076 42nd percentile higher than 42% 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

Worth Higgins & Associates, 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. Worth Higgins & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worth Higgins & Associates, Inc. Employee Stock Ownership Plan reported net income fell from -$23K in the plan year 2023 filing to -$144K in the plan year 2024 filing.
  • Worth Higgins & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Worth Higgins & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 153 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540880197 · Worth Higgins & Associates, Inc. PY 2024 · ESOP

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan · $5M · 157 · 42nd

  • TYPE $5M
  • NET 157
  • BOOK 42nd
  • VS-ST ESOP
  • BOY near Banning Engineering Employee Stock Ownership Plan
  • SCH ind #4465

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 →

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Banning Engineering Employee Stock Ownership PlanBanning Engineering Employee…$5MLegacy Mechanical Group, Inc. Employee Stock Ownership PlanLegacy Mechanical Group, Inc…$5MCallender Construction Company, Inc. Employee Stock Ownership PlanCallender Construction Compa…$5MWorth Higgins & Associates, Inc. Employee Stock Ownership PlanWorth Higgins & Associates, …$5MByrne Software Technologies Employee Stock Ownership PlanByrne Software Technologies …$5M
End-of-year total assets ($M) among Worth Higgins & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$144K
Employer EIN540880197
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worth Higgins & Associates, Inc.)

Sponsor-wide plan assets over time

All Worth Higgins & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.241439582201316% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.2%
Year Plans Participants Total Assets
2022 2 328 $17M
2023 2 325 $20M
2024 2 325 $21M

Nearby ESOP Plans in Virginia

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

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Worth Higgins & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005004076 · Participants: 157Worth Higgins & Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Worth Higgins & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Worth Higgins & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Worth Higgins & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Banning Engineering Employee Stock Ownership Plan in IN ($5M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Worth Higgins & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Worth Higgins & Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 2.8% during 2024, from $5M to $5M. Reported net income was -$144K.
How have Worth Higgins & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth Higgins & Associates, Inc.'s sponsor-wide assets grew 23.2%, from $17M to $21M.
Which ESOP plans are similar in size to Worth Higgins & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Banning Engineering Employee Stock Ownership Plan in IN ($5M, 49 participants).
Which ESOP plans cover a similar participant headcount to Worth Higgins & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants, $8M 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 540880197.

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.