ESOP · DOL Form 5500 · 2023

Jones-Hamilton Co. ESOP

Data updated 2026-08-25

$140M
Total assets Near avg plan size
97
Participants Small participant base
93rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Jones-Hamilton Co. Employee Stock Ownership Plan · Sponsored by Jones-Hamilton Co. · Ohio · Manufacturing

$140M in assets, 97 participants

Jones-Hamilton Co.'s Jones-Hamilton Co. Employee Stock Ownership Plan reported $140M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,784 in Manufacturing (18,722 peers)

Where Jones-Hamilton Co. Employee Stock Ownership Plan sits by assets

Jones-Hamilton Co. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $140M for 97 participants (~$1.4M/participant), up 14.3% in 2023.

#16,784
in Manufacturing (18,722 peers)
+14.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Jones-Hamilton Co. Employee Stock Ownership Plan's outsized position by total assets

Jones-Hamilton Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$140,315,038 Top 7% higher than 93% 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

Jones-Hamilton Co. 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. Jones-Hamilton Co. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones-Hamilton Co. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Jones-Hamilton Co. Employee Stock Ownership Plan end-of-year assets rose from $123M in the plan year 2022 filing to $140M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203745300 · Jones-Hamilton Co. PY 2023 · ESOP

Jones-Hamilton Co. Employee Stock Ownership Plan · $140M · 97 · 93rd

  • 5500 $140M
  • ASSETS 97
  • PCT 93rd
  • EIN ESOP
  • RANK near Parametrix, Inc. Employee Stock Ownership Plan
  • PHOTO ind #16784

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 Ohio →

Jones-Hamilton Co. Employee Stock Ownership Plan in the asset neighbourhood

K-Va-T Employees Profit Sharing and Stock Ownership PlanK-Va-T Employees Profit Shar…$141MJones-Hamilton Co. Employee Stock Ownership PlanJones-Hamilton Co. Employee …$140MParametrix, Inc. Employee Stock Ownership PlanParametrix, Inc. Employee St…$140MSuperior Industrial Solutions, Inc. Employee Stock Ownership PlanSuperior Industrial Solution…$139MHardy Diagnostics Employee Stock Ownership PlanHardy Diagnostics Employee S…$139M
End-of-year total assets ($M) among Jones-Hamilton Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$100M
Net Income$14M
Employer EIN203745300
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones-Hamilton Co.)

Sponsor-wide plan assets over time

All Jones-Hamilton Co. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 22.60444684469368% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $156M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 195 $127M
2023 2 203 $146M
2024 2 241 $156M

Nearby ESOP Plans in Ohio

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

Jones-Hamilton Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Jones-Hamilton Co. Employee Stock Ownership Plan, Total assets ($B): 0.140315038 · Participants: 97Jones-Hamilton Co. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Jones-Hamilton Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Jones-Hamilton Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Jones-Hamilton Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Parametrix, Inc. Employee Stock Ownership Plan in WA ($140M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

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 Jones-Hamilton Co. Employee Stock Ownership Plan assets move in 2023? ▼
Jones-Hamilton Co. Employee Stock Ownership Plan grew at a solid clip - up 14.3% during 2023, from $123M to $140M. Reported net income was $14M.
How have Jones-Hamilton Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones-Hamilton Co.'s sponsor-wide assets grew 22.6%, from $127M to $156M.
Where does Jones-Hamilton Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jones-Hamilton Co. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Jones-Hamilton Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Parametrix, Inc. Employee Stock Ownership Plan in WA ($140M, 570 participants).
Which ESOP plans cover a similar participant headcount to Jones-Hamilton Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants, $27M 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 203745300.

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.