ESOP · DOL Form 5500 · 2023

Jhi Group Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
156
Participants Small participant base
80th
Percentile by assets National rank
$202,226
Avg per participant Above avg balance/head
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Official DOL plan name: Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jhi Group Inc. · Ohio · Construction

$32M in assets, 156 participants

Jhi Group Inc.'s Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported $32M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,069 in Construction (9,030 peers)

Coverage in Ohio

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

#7,069
in Construction (9,030 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$31,547,209 Top 20% higher than 80% 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

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $755K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 150 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340894044 · Jhi Group Inc. PY 2023 · ESOP

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · $32M · 156 · 80th

  • PCT $32M
  • EIN 156
  • RANK 80th
  • PHOTO ESOP
  • IND near Ritchie Industries, Inc. Employee Stock Ownership Plan
  • EOY ind #7069

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 →

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Burnett Companies Consolidated, Inc.The Burnett Companies Consol…$32MQuartus Engineering Employee Stock Ownership PlanQuartus Engineering Employee…$32MJanotta & Herner, Inc. Employee Stock Ownership Plan and TrustJanotta & Herner, Inc. Emplo…$32MRitchie Industries, Inc. Employee Stock Ownership PlanRitchie Industries, Inc. Emp…$32MGlobal Tax Management, Inc. Employee Stock Ownership PlanGlobal Tax Management, Inc. …$32M
End-of-year total assets ($M) among Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN340894044
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jhi Group Inc.)

Sponsor-wide plan assets over time

All Jhi Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 30.720260508644216% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $46.4M $60.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 300 $46M
2023 2 312 $56M
2024 2 288 $61M

Nearby ESOP Plans in Ohio

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

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.031547209 · Participants: 156Janotta & Herner, Inc. Employee Stock Ownership Plan and TrustProcter & 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
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA ($32M); by covered participants it is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 21.6% during 2023, from $26M to $32M. Reported net income was $6M.
How have Jhi Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jhi Group Inc.'s sponsor-wide assets grew 30.7%, from $46M to $61M.
Where does Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA ($32M, 19 participants).
Which ESOP plans cover a similar participant headcount to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 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 340894044.

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.