ESOP · DOL Form 5500 · 2022

Hodges & Hicks Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
48th
Percentile by assets National rank
$113,949
Avg per participant Below avg balance/head
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Official DOL plan name: Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Hodges & Hicks Holdings, Inc. · Georgia · Construction

$4M in assets, 39 participants

Hodges & Hicks Holdings, Inc.'s Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,678 in Construction (9,927 peers)

Hodges & Hicks Holdings, Inc. multi-year trail

Hodges & Hicks Holdings, Inc.'s plans moved +97.8% in assets from 2022 to 2024; this filing shows Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan at $4M / 39 participants.

#4,678
in Construction (9,927 peers)
+64.6%
assets growth YoY

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,444,000 48th percentile higher than 48% of 139,123 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 2022

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 311838307 · Hodges & Hicks Holdings, Inc. PY 2022 · ESOP

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · $4M · 39 · 48th

  • NET $4M
  • NET 39
  • NET 48th
  • NET ESOP
  • NET near Kephart Architects, Inc. Employee Stock Ownership Plan
  • NET ind #4678

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 Georgia →

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Louis a. Roser Company Employee Stock Ownership PlanLouis a. Roser Company Emplo…$4MMatrix Construction Services Employee Stock Ownership PlanMatrix Construction Services…$4MHodges & Hicks Holdings, Inc. Employee Stock Ownership PlanHodges & Hicks Holdings, Inc…$4MKephart Architects, Inc. Employee Stock Ownership PlanKephart Architects, Inc. Emp…$4MImtra Corporation Employee Stock Ownership PlanImtra Corporation Employee S…$4M
End-of-year total assets ($M) among Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hodges & Hicks Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hodges & Hicks Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 97.83978397839785% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.44M $8.79M ▲ +98.0%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 39 $7M
2024 1 45 $9M

Hodges & Hicks Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$4M
Net Income$2M
Employer EIN311838307
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.444 · Participants: 39Hodges & Hicks Holdings, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Kephart Architects, Inc. Employee Stock Ownership Plan in CO ($4M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan surged - up 64.6% during 2022, from $3M to $4M. Reported net income was $2M.
How have Hodges & Hicks Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodges & Hicks Holdings, Inc.'s sponsor-wide assets grew 97.8%, from $4M to $9M.
Which ESOP plans are similar in size to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kephart Architects, Inc. Employee Stock Ownership Plan in CO ($4M, 49 participants).
Which ESOP plans cover a similar participant headcount to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311838307.

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.