ESOP · DOL Form 5500 · 2023

H. Hendy Associates, Inc. ESOP

Data updated 2026-08-25

$890K
Total assets Small plan by assets
43
Participants Small participant base
23rd
Percentile by assets National rank
$20,699
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hendy Employee Stock Ownership Plan · Sponsored by H. Hendy Associates, Inc. · California · Professional & Technical Services

$890K in assets, 43 participants

H. Hendy Associates, Inc.'s Hendy Employee Stock Ownership Plan reported $890K in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,592 in Professional & Technical Services (20,321 peers)

H. Hendy Associates, Inc. multi-year trail

H. Hendy Associates, Inc.'s plans moved -42.0% in assets from 2022 to 2024; this filing shows Hendy Employee Stock Ownership Plan at $890K / 43 participants.

#3,592
in Professional & Technical Services (20,321 peers)
-45.6%
assets change YoY

Hendy Employee Stock Ownership Plan among the smaller filed plans by assets

Hendy Employee Stock Ownership Plan vs every filed plan by assets

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

$890,065 23rd percentile higher than 23% 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

Hendy 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. Hendy Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hendy Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Hendy Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $890K in the plan year 2023 filing.
  • Hendy Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330098289 · H. Hendy Associates, Inc. PY 2023 · ESOP

Hendy Employee Stock Ownership Plan · $890K · 43 · 23rd

  • PHOTO $890K
  • PHOTO 43
  • PHOTO 23rd
  • PHOTO ESOP
  • PHOTO near Waymatic, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3592

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 California →

Hendy Employee Stock Ownership Plan in the asset neighbourhood

Hendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$890KWaymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$888KThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$893KThe Carr Company Employee Stock Ownership PlanThe Carr Company Employee St…$893KBastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$887K
End-of-year total assets ($M) among Hendy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

H. Hendy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H. Hendy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$950K 41.972556217607874% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.64M $0.95M ▼ -42.1%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 43 $890K
2024 1 36 $950K

H. Hendy Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$5M
Net Income$60K
Employer EIN330098289
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Hendy Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hendy Employee Stock Ownership Plan, Total assets ($B): 0.000890065 · Participants: 43Hendy Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Hendy Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hendy Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Waymatic, Inc. Employee Stock Ownership Plan in TN ($888K); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Hendy Employee Stock Ownership Plan assets move in 2023? ▼
Hendy Employee Stock Ownership Plan contracted severely - down 45.6% during 2023, from $2M to $890K. Reported net income was $60K.
How have H. Hendy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. Hendy Associates, Inc.'s sponsor-wide assets declined 42.0%, from $2M to $950K.
Where does Hendy Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Hendy Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Hendy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Waymatic, Inc. Employee Stock Ownership Plan in TN ($888K, 66 participants).
Which ESOP plans cover a similar participant headcount to Hendy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 330098289.

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.