ESOP · DOL Form 5500 · 2023

Gray-Hodges Corporation ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
51
Participants Small participant base
65th
Percentile by assets National rank
$263,623
Avg per participant High balance/head
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Official DOL plan name: Gray-Hodges Corporation Employee Stock Ownership Plan · Sponsored by Gray-Hodges Corporation · Tennessee · Retail Trade

$13M in assets, 51 participants

Gray-Hodges Corporation's Gray-Hodges Corporation Employee Stock Ownership Plan reported $13M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,374 in Retail Trade (8,414 peers)

2023 asset change

Gray-Hodges Corporation Employee Stock Ownership Plan grew sharply 24.0% in 2023 ($11M → $13M) for 51 participants.

#6,374
in Retail Trade (8,414 peers)
+24.0%
assets growth YoY

Gray-Hodges Corporation Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Gray-Hodges Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$13,444,762 Top 35% higher than 65% 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

Gray-Hodges Corporation 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. Gray-Hodges Corporation Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gray-Hodges Corporation Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Gray-Hodges Corporation Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gray-Hodges Corporation Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620464206 · Gray-Hodges Corporation PY 2023 · ESOP

Gray-Hodges Corporation Employee Stock Ownership Plan · $13M · 51 · 65th

  • ASSETS $13M
  • PCT 51
  • EIN 65th
  • RANK ESOP
  • PHOTO near Bank Midwest and Affiliates Employee Stock Ownership Plan
  • IND ind #6374

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 Tennessee →

Gray-Hodges Corporation Employee Stock Ownership Plan in the asset neighbourhood

Weller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$13MFirst National Bank of Eastern Arkansas Employee Stock Ownership PlanFirst National Bank of Easte…$13MBank Midwest and Affiliates Employee Stock Ownership PlanBank Midwest and Affiliates …$13MGray-Hodges Corporation Employee Stock Ownership PlanGray-Hodges Corporation Empl…$13MTechnical Systems, Inc. Employee Stock Ownership PlanTechnical Systems, Inc. Empl…$13M
End-of-year total assets ($M) among Gray-Hodges Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Gray-Hodges Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Gray-Hodges Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.834444843642137% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $11.8M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 54 $11M
2023 1 51 $13M
2024 1 52 $12M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN620464206
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Gray-Hodges Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Gray-Hodges Corporation Employee Stock Ownership Plan, Total assets ($M): 13.444762 · Participants: 51Gray-Hodges Corporation Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Gray-Hodges Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Gray-Hodges Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Bank Midwest and Affiliates Employee Stock Ownership Plan in IA ($13M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Gray-Hodges Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Gray-Hodges Corporation Employee Stock Ownership Plan grew sharply - up 24.0% during 2023, from $11M to $13M. Reported net income was $3M.
How have Gray-Hodges Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gray-Hodges Corporation's sponsor-wide assets grew 8.8%, from $11M to $12M.
Which ESOP plans are similar in size to Gray-Hodges Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bank Midwest and Affiliates Employee Stock Ownership Plan in IA ($13M, 179 participants).
Which ESOP plans cover a similar participant headcount to Gray-Hodges Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M 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 620464206.

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.