ESOP · DOL Form 5500 · 2023
Brooks-Berry-Haynie & Associates, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $153,570
- Avg per participant Above avg balance/head
Official DOL plan name: Bbh Employee Stock Ownership Plan · Sponsored by Brooks-Berry-Haynie & Associates, Inc. · Georgia · Construction
$12M in assets, 75 participants
Brooks-Berry-Haynie & Associates, Inc.'s Bbh Employee Stock Ownership Plan reported $12M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,434 in Construction (9,030 peers)
Brooks-Berry-Haynie & Associates, Inc. multi-year trail
Brooks-Berry-Haynie & Associates, Inc.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Bbh Employee Stock Ownership Plan at $12M / 75 participants.
- #5,434
- in Construction (9,030 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $477K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bbh Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Bbh Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,517,742 Top 38% higher than 62% 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
Bbh 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. Bbh Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bbh Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$477K in the plan year 2023 filing.
- Bbh Employee Stock Ownership Plan reported participants rose from 72 in the plan year 2022 filing to 75 in the plan year 2023 filing.
- Bbh Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 580649047 · Brooks-Berry-Haynie & Associates, Inc. PY 2023 · ESOP
Bbh Employee Stock Ownership Plan · $12M · 75 · 62nd
- EIN $12M
- RANK 75
- PHOTO 62nd
- IND ESOP
- EOY near The Innsbrook Corporation Employee Stock Ownership Plan
- 5500 ind #5434
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 Georgia →
Bbh Employee Stock Ownership Plan in the asset neighbourhood
Brooks-Berry-Haynie & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Brooks-Berry-Haynie & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.516899330450613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $12M |
| 2023 | 1 | 75 | $12M |
| 2024 | 1 | 78 | $15M |
Brooks-Berry-Haynie & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$477K |
| Employer EIN | 580649047 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
Bbh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is The Innsbrook Corporation Employee Stock Ownership Plan in MO ($12M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- The Innsbrook Corporation Employee Stock Ownership Plan (MO) $12M · 98
- Phoenix International Holdings, Inc. Employee Stock Ownership Plan (MD) $12M · 150
- Crescent Systems, Inc. Employee Stock Ownership Plan and Trust (TX) $12M · 66
- Dutton-Lainson Company Employee Stock Ownership Plan and Trust (NE) $12M · 248
Similar participant headcount
Nearest other-state filings by covered participants (75 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.