ESOP · DOL Form 5500 · 2023

Henry Doneger Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$79,044
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Henry Doneger Associates, Inc. Employee Stock Ownership Plan · Sponsored by Henry Doneger Associates, Inc. · New York · Professional & Technical Services

$2M in assets, 28 participants

Henry Doneger Associates, Inc.'s Henry Doneger Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,642 in Professional & Technical Services (20,321 peers)

Henry Doneger Associates, Inc. multi-year trail

Henry Doneger Associates, Inc.'s plans moved -83.9% in assets from 2022 to 2024; this filing shows Henry Doneger Associates, Inc. Employee Stock Ownership Plan at $2M / 28 participants.

#5,642
in Professional & Technical Services (20,321 peers)
-41.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henry Doneger Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,213,228 32nd percentile higher than 32% 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

Henry Doneger Associates, 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. Henry Doneger Associates, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry Doneger Associates, Inc. Employee Stock Ownership Plan reported net income fell from -$747K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Henry Doneger Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Henry Doneger Associates, Inc. Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132500234 · Henry Doneger Associates, Inc. PY 2023 · ESOP

Henry Doneger Associates, Inc. Employee Stock Ownership Plan · $2M · 28 · 32nd

  • BOOK $2M
  • BOOK 28
  • BOOK 32nd
  • BOOK ESOP
  • BOOK near Employee Stock Ownership Plan and Trust of Twi Group, Inc.
  • BOOK ind #5642

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 New York →

Henry Doneger Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Builders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2MHenry Doneger Associates, Inc. Employee Stock Ownership PlanHenry Doneger Associates, In…$2MEmployee Stock Ownership Plan and Trust of Twi Group, Inc.Employee Stock Ownership Pla…$2MAllgeier, Martin & Associates, Inc. Employee Stock Ownership PlanAllgeier, Martin & Associate…$2MViewriver Machine Corporation Employee Stock Ownership PlanViewriver Machine Corporatio…$2M
End-of-year total assets ($M) among Henry Doneger Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Henry Doneger Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry Doneger Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$605K 83.89727952813195% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $3.76M $0.61M ▼ -83.8%
Year Plans Participants Total Assets
2022 1 29 $4M
2023 1 28 $2M
2024 1 25 $605K

Henry Doneger Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN132500234
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Henry Doneger Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.213228 · Participants: 28Henry Doneger Associates, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Henry Doneger Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Henry Doneger Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Henry Doneger Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Employee Stock Ownership Plan and Trust of Twi Group, Inc. in NV ($2M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 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 Henry Doneger Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Henry Doneger Associates, Inc. Employee Stock Ownership Plan contracted severely - down 41.1% during 2023, from $4M to $2M. Reported net income was -$1M.
How have Henry Doneger Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Doneger Associates, Inc.'s sponsor-wide assets declined 83.9%, from $4M to $605K.
Which ESOP plans are similar in size to Henry Doneger Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan and Trust of Twi Group, Inc. in NV ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Henry Doneger Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 132500234.

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.