ESOP · DOL Form 5500 · 2022

H. Hendy Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
31st
Percentile by assets National rank
$40,929
Avg per participant Low balance/head
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Official DOL plan name: Hendy Employee Stock Ownership Plan · Sponsored by H. Hendy Associates, Inc. · California · Professional & Technical Services

$2M in assets, 40 participants

H. Hendy Associates, Inc.'s Hendy Employee Stock Ownership Plan reported $2M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,880 in Professional & Technical Services (21,562 peers)

H. Hendy Associates, Inc. multi-year trail

H. Hendy Associates, Inc.'s plans moved -42.0% in assets from 2022 to 2024; this filing shows Hendy Employee Stock Ownership Plan at $2M / 40 participants.

#5,880
in Professional & Technical Services (21,562 peers)
-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hendy Employee Stock Ownership Plan among the smaller filed plans by assets

Hendy Employee Stock Ownership Plan vs every filed plan by assets

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

$1,637,165 31st percentile higher than 31% 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

Hendy 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. Hendy Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330098289 · H. Hendy Associates, Inc. PY 2022 · ESOP

Hendy Employee Stock Ownership Plan · $2M · 40 · 31st

  • NET $2M
  • NET 40
  • NET 31st
  • NET ESOP
  • NET near Record Press, Inc. Employee Stock Ownership Plan
  • NET ind #5880

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 California →

Hendy Employee Stock Ownership Plan in the asset neighbourhood

Hendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$2MJ & K Security Solutions, Inc. Employee Stock Ownership PlanJ & K Security Solutions, In…$2MRecord Press, Inc. Employee Stock Ownership PlanRecord Press, Inc. Employee …$2MAlaskan Brewing & Bottling Co. Employee Stock Ownership PlanAlaskan Brewing & Bottling C…$2MCorbyn Investment Management Employee Stock Ownership Plan and TrustCorbyn Investment Management…$2M
End-of-year total assets ($M) among Hendy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

H. Hendy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H. Hendy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$950K 41.972556217607874% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.64M $0.95M ▼ -42.1%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 43 $890K
2024 1 36 $950K

H. Hendy Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$6M
Net Income-$6M
Employer EIN330098289
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Hendy Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hendy Employee Stock Ownership Plan, Total assets ($B): 0.001637165 · Participants: 40Hendy Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Hendy Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hendy Employee Stock Ownership Plan side-by-side with 3 peers →

Hendy Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Record Press, Inc. Employee Stock Ownership Plan in NY ($2M); by covered participants it is Louisiana Companies Employee Stock Ownership Plan in LA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 have H. Hendy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. Hendy Associates, Inc.'s sponsor-wide assets declined 42.0%, from $2M to $950K.
Which ESOP plans are similar in size to Hendy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Record Press, Inc. Employee Stock Ownership Plan in NY ($2M, 21 participants).
Which ESOP plans cover a similar participant headcount to Hendy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Louisiana Companies Employee Stock Ownership Plan in LA (40 participants, $10M 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 330098289.

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.