Other
2022 plan-year Other DOL Form 5500

Henderson Companies Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Henderson Companies, Inc. · Kansas · Professional & Technical Services

What the 2023 filing shows

Henderson Companies Employee Stock Ownership Plan holds $26M for 1,055 participants — about $24,800 per participant, up 31.8% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
1,055
covered participants
$24,800
avg assets per participant
+31.8%
assets growth YoY
Total Assets (2023)
$26M
Participants
1,055
State
Industry
Professional & Technical Services

What the Filing Says About Henderson Companies Employee Stock Ownership Plan

Henderson Companies Employee Stock Ownership Plan is a Other retirement plan sponsored by Henderson Companies, Inc., headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 1,055 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 873096160, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $26M at year-end — a gain of 31.8%. Net assets (after liabilities) closed the year at $26M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$6M
Plan TypeOther
Employer EIN873096160
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henderson Companies, Inc.)

Year Plans Participants Total Assets
2022 1 1,055 $26M
2023 1 1,047 $61M
2024 1 1,016 $112M

Nearby Other Plans in Kansas

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

Frequently Asked Questions

How much money is in the Henderson Companies Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Henderson Companies Employee Stock Ownership Plan holds $26M in total assets with 1,055 participants. It is sponsored by Henderson Companies, Inc..
What type of plan is Henderson Companies Employee Stock Ownership Plan?
Henderson Companies Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 873096160.
Who sponsors the Henderson Companies Employee Stock Ownership Plan?
Henderson Companies Employee Stock Ownership Plan is sponsored by Henderson Companies, Inc., located in Kansas. The sponsor's EIN is 873096160 and the plan operates in the Professional & Technical Services industry.
How did Henderson Companies Employee Stock Ownership Plan perform in 2022?
Henderson Companies Employee Stock Ownership Plan grew by 31.8% during 2022, moving from $20M to $26M in total assets. Net income was $6M.
Where can I find official filings for Henderson Companies Employee Stock Ownership Plan?
Official Form 5500 filings for Henderson Companies Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 873096160 or plan name at efast.dol.gov.
How does Henderson Companies Employee Stock Ownership Plan compare to other plans?
You can compare Henderson Companies Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 873096160.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.