ESOP · DOL Form 5500 · 2022
J. D. Hendley & Associates, Inc. ESOP
Data updated 2026-08-25
- $232K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $58,110
- Avg per participant Low balance/head
Official DOL plan name: J. D. Hendley & Associates, Inc. E.S.O.P. · Sponsored by J. D. Hendley & Associates, Inc. · Georgia · Manufacturing
$232K in assets, 4 participants
J. D. Hendley & Associates, Inc.'s J. D. Hendley & Associates, Inc. E.S.O.P. reported $232K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #948 in Manufacturing (20,602 peers)
2022 asset change
J. D. Hendley & Associates, Inc. E.S.O.P. surged 154.0% in 2022 ($92K → $232K) for 4 participants.
- #948
- in Manufacturing (20,602 peers)
- +154.0%
- assets growth YoY
J. D. Hendley & Associates, Inc. E.S.O.P. among the smaller filed plans by assets
J. D. Hendley & Associates, Inc. E.S.O.P. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$232,440 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J. D. Hendley & Associates, Inc. E.S.O.P. among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. D. Hendley & Associates, Inc. E.S.O.P. is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 581204076 · J. D. Hendley & Associates, Inc. PY 2022 · ESOP
J. D. Hendley & Associates, Inc. E.S.O.P. · $232K · 4 · 12th
- BOY $232K
- SCH 4
- EBSA 12th
- PART ESOP
- TYPE near Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates
- NET ind #948
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 →
J. D. Hendley & Associates, Inc. E.S.O.P. in the asset neighbourhood
J. D. Hendley & Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All J. D. Hendley & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $211K 9.042333505420753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $232K |
| 2023 | 1 | 4 | $249K |
| 2024 | 1 | 4 | $211K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $92K |
|---|---|
| Net Assets (End of Year) | $232K |
| Net Income | $141K |
| Employer EIN | 581204076 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $689M · 1,759
- Choate Construction Company Employee Stock Ownership Plan $316M · 424
- Brent Scarbrough & Company Employee Stock Ownership Plan $253M · 427
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $190M · 397
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $137M · 314
J. D. Hendley & Associates, Inc. E.S.O.P.'s out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates in VA ($232K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232K here).
- Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates (VA) $232K · N/A
- Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan (IL) $233K · 6
- Redi Haul Trailers, Inc. Employees Stock Ownership Trust (MN) $231K · 14
- Econocorp, Inc. Employee Stock Ownership Plan (MA) $230K · 21
Similar participant headcount
Nearest other-state filings by covered participants (4 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.