ESOP · DOL Form 5500 · 2023
Hodge Engineering Company, Inc. ESOP
Data updated 2026-08-25
- $196K
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $14,035
- Avg per participant Low balance/head
Official DOL plan name: Hodge Engineering Company, Inc. Employee Stock Ownership Plan · Sponsored by Hodge Engineering Company, Inc. · Tennessee · Professional & Technical Services
$196K in assets, 14 participants
Hodge Engineering Company, Inc.'s Hodge Engineering Company, Inc. Employee Stock Ownership Plan reported $196K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,687 in Professional & Technical Services (20,321 peers)
Hodge Engineering Company, Inc. multi-year trail
Hodge Engineering Company, Inc.'s plans moved -34.7% in assets from 2022 to 2024; this filing shows Hodge Engineering Company, Inc. Employee Stock Ownership Plan at $196K / 14 participants.
- #1,687
- in Professional & Technical Services (20,321 peers)
- -40.8%
- assets change YoY
The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hodge Engineering Company, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Hodge Engineering Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$196,487 10th percentile higher than 10% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hodge Engineering Company, 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. Hodge Engineering Company, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hodge Engineering Company, Inc. Employee Stock Ownership Plan reported net income fell from $35K in the plan year 2022 filing to -$113K in the plan year 2023 filing.
- Hodge Engineering Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $332K in the plan year 2022 filing to $196K in the plan year 2023 filing.
- Hodge Engineering Company, Inc. Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.
DOL schedule card
Filing strip 472527592 · Hodge Engineering Company, Inc. PY 2023 · ESOP
Hodge Engineering Company, Inc. Employee Stock Ownership Plan · $196K · 14 · 10th
- PCT $196K
- PCT 14
- PCT 10th
- PCT ESOP
- PCT near Fewell Geotechnical Engineering, Ltd. Employee Stock Ownership Plan
- PCT ind #1687
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 →
Hodge Engineering Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Hodge Engineering Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hodge Engineering Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $217K 34.704336122511044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $332K |
| 2023 | 1 | 14 | $196K |
| 2024 | 1 | 14 | $217K |
Hodge Engineering Company, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $332K |
|---|---|
| Net Assets (End of Year) | $151K |
| Net Income | -$113K |
| Employer EIN | 472527592 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Hodge Engineering Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Fewell Geotechnical Engineering, Ltd. Employee Stock Ownership Plan in HI ($196K); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196K here).
- Fewell Geotechnical Engineering, Ltd. Employee Stock Ownership Plan (HI) $196K · 6
- Kingsgate Logistics Employee Stock Ownership Plan (OH) $195K · 47
- Polishing Corporation of America Employee Stock Ownership Plan (CA) $195K · 18
- Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan (CT) $199K · 2
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- Eureka Homestead ESOP (LA) 14 · 0 off
- Bridge Community Bank ESOP (IA) 14 · 0 off
- Sallop Insurance Employee Stock Ownership Plan (MA) 14 · 0 off
- Iti Manufacturing, Inc. Employee Stock Ownership Plan (TX) 14 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.