ESOP · DOL Form 5500 · 2023

Hodges & Hicks Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
39
Participants Small participant base
51st
Percentile by assets National rank
$179,282
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Hodges & Hicks Holdings, Inc. · Georgia · Construction

$7M in assets, 39 participants

Hodges & Hicks Holdings, Inc.'s Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,449 in Construction (9,030 peers)

Hodges & Hicks Holdings, Inc. multi-year trail

Hodges & Hicks Holdings, Inc.'s plans moved +97.8% in assets from 2022 to 2024; this filing shows Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan at $7M / 39 participants.

#4,449
in Construction (9,030 peers)
+57.3%
assets growth YoY

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,992,000 Top 49% higher than 51% of 127,068 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 2023

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311838307 · Hodges & Hicks Holdings, Inc. PY 2023 · ESOP

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · $7M · 39 · 51st

  • EBSA $7M
  • EBSA 39
  • EBSA 51st
  • EBSA ESOP
  • EBSA near Transitions Group, Inc. Employee Stock Ownership Plan
  • EBSA ind #4449

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 →

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First Federal Bank of Wisconsin Employee Stock Ownership PlanFirst Federal Bank of Wiscon…$7MBrookline Bancorp, Inc Employee Stock Ownership PlanBrookline Bancorp, Inc Emplo…$7MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$7MHodges & Hicks Holdings, Inc. Employee Stock Ownership PlanHodges & Hicks Holdings, Inc…$7MTransitions Group, Inc. Employee Stock Ownership PlanTransitions Group, Inc. Empl…$7M
End-of-year total assets ($M) among Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hodges & Hicks Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hodges & Hicks Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 97.83978397839785% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.44M $8.79M ▲ +98.0%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 39 $7M
2024 1 45 $9M

Hodges & Hicks Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income$3M
Employer EIN311838307
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.992 · Participants: 39Hodges & Hicks Holdings, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Transitions Group, Inc. Employee Stock Ownership Plan in KS ($7M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan surged - up 57.3% during 2023, from $4M to $7M. Reported net income was $3M.
How have Hodges & Hicks Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodges & Hicks Holdings, Inc.'s sponsor-wide assets grew 97.8%, from $4M to $9M.
Which ESOP plans are similar in size to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Transitions Group, Inc. Employee Stock Ownership Plan in KS ($7M, 86 participants).
Which ESOP plans cover a similar participant headcount to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311838307.

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.