ESOP · DOL Form 5500 · 2022

Henry Doneger Associates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
29
Participants Small participant base
45th
Percentile by assets National rank
$129,621
Avg per participant Near avg balance/head
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Official DOL plan name: Henry Doneger Associates, Inc. Employee Stock Ownership Plan · Sponsored by Henry Doneger Associates, Inc. · New York · Professional & Technical Services

$4M in assets, 29 participants

Henry Doneger Associates, Inc.'s Henry Doneger Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,118 in Professional & Technical Services (21,562 peers)

Henry Doneger Associates, Inc. multi-year trail

Henry Doneger Associates, Inc.'s plans moved -83.9% in assets from 2022 to 2024; this filing shows Henry Doneger Associates, Inc. Employee Stock Ownership Plan at $4M / 29 participants.

#9,118
in Professional & Technical Services (21,562 peers)
-17.6%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henry Doneger Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,759,017 45th percentile higher than 45% 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

Henry Doneger Associates, 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. Henry Doneger Associates, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 132500234 · Henry Doneger Associates, Inc. PY 2022 · ESOP

Henry Doneger Associates, Inc. Employee Stock Ownership Plan · $4M · 29 · 45th

  • TYPE $4M
  • TYPE 29
  • TYPE 45th
  • TYPE ESOP
  • TYPE near Catalina Cylinders, Inc. Employee Stock Ownership Plan
  • TYPE ind #9118

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 New York →

Henry Doneger Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Henry Doneger Associates, Inc. Employee Stock Ownership PlanHenry Doneger Associates, In…$4MCatalina Cylinders, Inc. Employee Stock Ownership PlanCatalina Cylinders, Inc. Emp…$4MDouglas Orr Plumbing, Inc. Employee Stock Ownership PlanDouglas Orr Plumbing, Inc. E…$4MQuest Consulting Group, Inc. Employee Stock Ownership Plan and TrustQuest Consulting Group, Inc.…$4MKinzler Employee Stock Ownership Plan and Trust AgreementKinzler Employee Stock Owner…$4M
End-of-year total assets ($M) among Henry Doneger Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Henry Doneger Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry Doneger Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$605K 83.89727952813195% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $3.76M $0.61M ▼ -83.8%
Year Plans Participants Total Assets
2022 1 29 $4M
2023 1 28 $2M
2024 1 25 $605K

Henry Doneger Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$747K
Employer EIN132500234
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Henry Doneger Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.759017 · Participants: 29Henry Doneger Associates, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Henry Doneger Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Henry Doneger Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Henry Doneger Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Henry Doneger Associates, Inc. Employee Stock Ownership Plan declined sharply - down 17.6% during 2022, from $5M to $4M. Reported net income was -$747K.
How have Henry Doneger Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Doneger Associates, Inc.'s sponsor-wide assets declined 83.9%, from $4M to $605K.
Which ESOP plans are similar in size to Henry Doneger Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Catalina Cylinders, Inc. Employee Stock Ownership Plan in CA ($4M, 166 participants).
Which ESOP plans cover a similar participant headcount to Henry Doneger Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A 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 132500234.

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.