Employee Owned Holdings, Inc.ESOP
EMPLOYEE OWNED HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HOUSTON, TX · plan year 2024
Employee Owned Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $140,015,186 across 384 participant accounts, with employer contributions averaging $28,464 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 497th-largest of 5,688 plans among Texas employers on file, and the 319th of 4,246 in wholesale trade. active participation has grown from 260 to 292 since 2022.
Employee Owned Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 208026834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.