ESOP · DOL Form 5500 · 2024
Awh Holdings, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 55
- Participants
- 61st
- Percentile by assets
- $234,880
- Avg per participant
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.
- 61st percentile by assets (of 123,622 plans)
- #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.
- $13M
- total plan assets (2024 EOY)
- 55
- covered participants
- 61st
- percentile by assets (of 123,622 plans)
- $234,880
- avg assets per participant
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.
Where Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
2024 asset move for Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan
Year over year, total assets contracted severely from $29M at the start of 2024 to $13M at year-end (down 55.3%). Net assets closed at $13M; reported net income -$16M.
2024 asset-move particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$16M |
| Employer EIN | 331631328 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING 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
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
- Westat, Inc. Employee Stock Ownership Plan $419M · 3,167
- Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
- Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
- Brown Capital Management ESOP $211M · 35
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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2024 change
Ways to act on Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans