H & W Holding Company401(k) + ESOP (KSOP)
H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · OREM, UT · plan year 2023
H & W Holding Company's 2023 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 $31,894,642 across 215 participant accounts. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 213th-largest of 848 plans among Utah employers on file, and the 1,466th of 5,337 in construction. active participation has grown from 153 to 173 since 2022.
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Source: U.S. Department of Labor, Form 5500 series, EIN 263390485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.