ESOP · DOL Form 5500 · 2022

R.a. Heath Construction and Millwork, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
60
Participants Small participant base
47th
Percentile by assets National rank
$68,684
Avg per participant Below avg balance/head
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Official DOL plan name: R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust · Sponsored by R.a. Heath Construction and Millwork, Inc. · Georgia · Construction

$4M in assets, 60 participants

R.a. Heath Construction and Millwork, Inc.'s R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,522 in Construction (9,927 peers)

R.a. Heath Construction and Millwork, Inc. multi-year trail

R.a. Heath Construction and Millwork, Inc.'s plans moved +339.4% in assets from 2022 to 2024; this filing shows R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust at $4M / 60 participants.

#4,522
in Construction (9,927 peers)
+367.8%
assets growth YoY

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,121,056 47th percentile higher than 47% 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

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust is a small filing (60 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 825071992 · R.a. Heath Construction and Millwork, Inc. PY 2022 · ESOP

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust · $4M · 60 · 47th

  • 5500 $4M
  • ASSETS 60
  • PCT 47th
  • EIN ESOP
  • RANK near Deblin, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4522

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 →

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and TrustR.a. Heath Construction and …$4MDeblin, Inc. Employee Stock Ownership PlanDeblin, Inc. Employee Stock …$4MRural Electric, Inc. Employee Stock Ownership PlanRural Electric, Inc. Employe…$4MElkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership PlanElkton Bancorp, Inc. & Affil…$4MEdge Construction Specialties, Inc. Employee Stock Ownership PlanEdge Construction Specialtie…$4M
End-of-year total assets ($M) among R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

R.a. Heath Construction and Millwork, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.a. Heath Construction and Millwork, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 339.43042754090214% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.12M $18.1M ▲ +339.6%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 65 $16M
2024 1 78 $18M

R.a. Heath Construction and Millwork, Inc. filing trail (2022)

Total Assets (Beginning of Year)$881K
Net Assets (End of Year)$914K
Net Income$3M
Employer EIN825071992
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 4.121056 · Participants: 60R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and TrustWarehouse 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
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Georgia, assets vs. participants
Compare R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Deblin, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust surged - up 367.8% during 2022, from $881K to $4M. Reported net income was $3M.
How have R.a. Heath Construction and Millwork, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a. Heath Construction and Millwork, Inc.'s sponsor-wide assets grew 339.4%, from $4M to $18M.
Which ESOP plans are similar in size to R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Deblin, Inc. Employee Stock Ownership Plan in PA ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (60 participants, $2M 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 825071992.

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.