ESOP · DOL Form 5500 · 2022

Jhi Group Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$172,897
Avg per participant Above avg balance/head
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Official DOL plan name: Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jhi Group Inc. · Ohio · Construction

$26M in assets, 150 participants

Jhi Group Inc.'s Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported $26M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,947 in Construction (9,927 peers)

Coverage in Ohio

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#7,947
in Construction (9,927 peers)
+3.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$25,934,559 Top 19% higher than 81% 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

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 340894044 · Jhi Group Inc. PY 2022 · ESOP

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · $26M · 150 · 81st

  • BOY $26M
  • BOY 150
  • BOY 81st
  • BOY ESOP
  • BOY near Southern Tier Insulation Employee Stock Ownership Plan
  • BOY ind #7947

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 Ohio →

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Novaspect Holdings, Inc. Employee Stock Ownership PlanNovaspect Holdings, Inc. Emp…$26MKenmark Optical, Inc. Employee Stock Ownership PlanKenmark Optical, Inc. Employ…$26MJanotta & Herner, Inc. Employee Stock Ownership Plan and TrustJanotta & Herner, Inc. Emplo…$26MSouthern Tier Insulation Employee Stock Ownership PlanSouthern Tier Insulation Emp…$26MRyba Marine Construction Co. Employee Stock Ownership PlanRyba Marine Construction Co.…$26M
End-of-year total assets ($M) among Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$755K
Employer EIN340894044
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jhi Group Inc.)

Sponsor-wide plan assets over time

All Jhi Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 30.720260508644216% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $46.4M $60.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 300 $46M
2023 2 312 $56M
2024 2 288 $61M

Nearby ESOP Plans in Ohio

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

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.025934559 · Participants: 150Janotta & Herner, Inc. Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Southern Tier Insulation Employee Stock Ownership Plan in NY ($26M); by covered participants it is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 3.0% during 2022, from $25M to $26M. Reported net income was $755K.
How have Jhi Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jhi Group Inc.'s sponsor-wide assets grew 30.7%, from $46M to $61M.
Where does Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Southern Tier Insulation Employee Stock Ownership Plan in NY ($26M, 80 participants).
Which ESOP plans cover a similar participant headcount to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (150 participants, $20M 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 340894044.

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.