ESOP · DOL Form 5500 · 2024

Awh Holdings, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
55
Participants Small participant base
61st
Percentile by assets National rank
$234,880
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Awh Holdings, Inc. · Maryland · Finance & Insurance

$13M in assets, 55 participants

Awh Holdings, Inc.'s Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan reported $13M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,863 in Finance & Insurance (8,549 peers)

2024 asset change

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan contracted severely 55.3% in 2024 ($29M → $13M) for 55 participants.

#3,863
in Finance & Insurance (8,549 peers)
-55.3%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,918,382 Top 39% higher than 61% 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

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 331631328 · Awh Holdings, Inc. PY 2024 · ESOP

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan · $13M · 55 · 61st

  • 5500 $13M
  • ASSETS 55
  • PCT 61st
  • EIN ESOP
  • RANK near Top Crop Employee Stock Ownership Plan
  • PHOTO ind #3863

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 Maryland →

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanAvery W. Hall Insurance Agen…$13MTop Crop Employee Stock Ownership PlanTop Crop Employee Stock Owne…$13MJaftex Corporation Employee Stock Ownership PlanJaftex Corporation Employee …$13MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$13MMn Builders Employee Stock Ownership PlanMn Builders Employee Stock O…$13M
End-of-year total assets ($M) among Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$13M
Net Income-$16M
Employer EIN331631328
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012918382 · Participants: 55Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Top Crop Employee Stock Ownership Plan in OR ($13M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.

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 Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan contracted severely - down 55.3% during 2024, from $29M to $13M. Reported net income was -$16M.
Which ESOP plans are similar in size to Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Top Crop Employee Stock Ownership Plan in OR ($13M, 47 participants).
Which ESOP plans cover a similar participant headcount to Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants, $5M 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 331631328.

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.