Plan Ledger DOL Form 5500 · updated monthly

Eoc Holdings. LLCESOP

EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEES' STOCK OWNERSHIP PLAN · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022
0.00%

Eoc Holdings. LLC reported $1,275 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.002% to 0.004%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 847th-largest of 5,688 plans among Texas employers on file, and the 605th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$68,982,743
Participants with balances477
Active participants305
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$144,618
Benefits paid to participants$2,057,452
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$10.2M · 471 accts
2023$9.8M · 472 accts
2022$69.0M · 477 accts
Administrative expenses, itemized · 2022
Professional / advisory$1,275
Total administrative$1,275
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025Not separately reported
2024Not separately reported
2023$1,751 · 0.00%
2022$1,275 · 0.00%
All plans at this employer2
EMPLOYEE-OWNED COMPANIES, INC. 401(K) PROFIT SHARING PLAN401(k)
EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEES' STOCK OWNERSHIP PLANESOP
Similar plansWholesale Trade · Texas
Victory Packaging L.P. TX$75.7M · 0.14%
Hampton Rubber Company TX$75.1M · 0.14%
Master-Halco, Inc. TX$74.1M · 0.37%
Iscar Metals, Inc. TX$69.6M · 0.07%
Bwi Companies, Inc. TX$67.4M · 0.32%
Doggett Company, LLC TX$65.0M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 812641950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.