ESOP · DOL Form 5500 · 2023

Gray-Hodges Corporation ESOP

Data updated 2026-08-11

$13M
Total assets
51
Participants
65th
Percentile by assets
$263,623
Avg per participant
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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.

  • 65th percentile by assets (of 127,072 plans)
  • #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.

$13M
total plan assets (2023 EOY)
51
covered participants
65th
percentile by assets (of 127,072 plans)
$263,623
avg assets per participant

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 →

State
Industry

2023 asset move for Gray-Hodges Corporation Employee Stock Ownership Plan

Year over year, total assets grew sharply from $11M at the start of 2023 to $13M at year-end (up 24.0%). Net assets closed at $13M; reported net income $3M.

Gray-Hodges Corporation years around the 2023 move

$10M$11M$12M$13M$14M 202220232024 $10.8M $11.8M ▲ +8.9%
Total plan assets by year, all Gray-Hodges Corporation plans on file
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

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 Corporat…Barr Brands Internat…Zander Group Holding…National Health Corp…3ls, Inc. Employee S…Smith Seckman Reid, …
Gray-Hodges Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Gray-Hodges Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Gray-Hodges Corporation Employee Stock O…

2023 change

Ways to act on Gray-Hodges Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Gray-Hodges Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
  • Gray-Hodges Corporation's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Retail Trade plans