ESOP · DOL Form 5500 · 2022

Spinnaker Realty, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
111
Participants Small participant base
42nd
Percentile by assets National rank
$29,636
Avg per participant Low balance/head
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Official DOL plan name: Inhealth Systems and Services Employee Stock Ownership Plan · Sponsored by Spinnaker Realty, Inc. · Georgia · Retail Trade

$3M in assets, 111 participants

Spinnaker Realty, Inc.'s Inhealth Systems and Services Employee Stock Ownership Plan reported $3M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,906 in Retail Trade (9,519 peers)

Coverage in Georgia

Inhealth Systems and Services Employee Stock Ownership Plan covers 111 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#4,906
in Retail Trade (9,519 peers)
+295.9%
assets growth YoY

Inhealth Systems and Services Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Inhealth Systems and Services Employee Stock Ownership Plan vs every filed plan by assets

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

$3,289,547 42nd percentile higher than 42% 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

Inhealth Systems and Services Employee Stock Ownership Plan 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. Inhealth Systems and Services Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 581488840 · Spinnaker Realty, Inc. PY 2022 · ESOP

Inhealth Systems and Services Employee Stock Ownership Plan · $3M · 111 · 42nd

  • EIN $3M
  • RANK 111
  • PHOTO 42nd
  • IND ESOP
  • EOY near First National Bank of Raymond Employee Stock Ownership Plan
  • 5500 ind #4906

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 →

Inhealth Systems and Services Employee Stock Ownership Plan in the asset neighbourhood

Astor Wines & Spirits, Inc. Employee Stock Ownership PlanAstor Wines & Spirits, Inc. …$3MMediu, Inc. Employee Stock Ownership PlanMediu, Inc. Employee Stock O…$3MInhealth Systems and Services Employee Stock Ownership PlanInhealth Systems and Service…$3MFirst National Bank of Raymond Employee Stock Ownership PlanFirst National Bank of Raymo…$3MAnaplex Corporation Employee Stock Ownership PlanAnaplex Corporation Employee…$3M
End-of-year total assets ($M) among Inhealth Systems and Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$831K
Net Assets (End of Year)-$4M
Net Income$3M
Employer EIN581488840
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spinnaker Realty, Inc.)

Sponsor-wide plan assets over time

All Spinnaker Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123K 96.27371185151026% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.29M $0.12M ▼ -96.4%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 83 $868K
2024 1 86 $123K

Nearby ESOP Plans in Georgia

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

Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Inhealth Systems and Services Employee Stock Ownership Plan, Total assets ($M): 3.289547 · Participants: 111Inhealth Systems and Services Employee Stock Ownership PlanWarehouse 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
Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Inhealth Systems and Services Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is First National Bank of Raymond Employee Stock Ownership Plan in IL ($3M); by covered participants it is Riverside Construction Company, Inc Employee Stock Ownership Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Inhealth Systems and Services Employee Stock Ownership Plan assets move in 2022? ▼
Inhealth Systems and Services Employee Stock Ownership Plan surged - up 295.9% during 2022, from $831K to $3M. Reported net income was $3M.
How have Spinnaker Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spinnaker Realty, Inc.'s sponsor-wide assets declined 96.3%, from $3M to $123K.
Which ESOP plans are similar in size to Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First National Bank of Raymond Employee Stock Ownership Plan in IL ($3M, 35 participants).
Which ESOP plans cover a similar participant headcount to Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Riverside Construction Company, Inc Employee Stock Ownership Plan in CA (111 participants, $39M 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 581488840.

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.