ESOP · DOL Form 5500 · 2023

Hendry Marine Industries, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
295
Participants Below avg headcount
37th
Percentile by assets National rank
$10,873
Avg per participant Low balance/head
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Official DOL plan name: Hendry Marine Industries, Inc. Employee Stock Ownership Plan · Sponsored by Hendry Marine Industries, Inc. · Florida · Professional & Technical Services

$3M in assets, 295 participants

Hendry Marine Industries, Inc.'s Hendry Marine Industries, Inc. Employee Stock Ownership Plan reported $3M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,827 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Hendry Marine Industries, Inc. Employee Stock Ownership Plan covers 295 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#6,827
in Professional & Technical Services (20,321 peers)
-29.1%
assets change YoY

Hendry Marine Industries, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hendry Marine Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,207,593 37th percentile higher than 37% 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

Hendry Marine Industries, Inc. Employee Stock Ownership Plan 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. Hendry Marine Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hendry Marine Industries, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hendry Marine Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hendry Marine Industries, Inc. Employee Stock Ownership Plan reported participants fell from 333 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472955202 · Hendry Marine Industries, Inc. PY 2023 · ESOP

Hendry Marine Industries, Inc. Employee Stock Ownership Plan · $3M · 295 · 37th

  • BOY $3M
  • BOY 295
  • BOY 37th
  • BOY ESOP
  • BOY near Lias Tire, Inc. Employee Stock Ownership Plan
  • BOY ind #6827

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 Florida →

Hendry Marine Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hendry Marine Industries, Inc. Employee Stock Ownership PlanHendry Marine Industries, In…$3MLias Tire, Inc. Employee Stock Ownership PlanLias Tire, Inc. Employee Sto…$3MWestern Bank of Lordsburg Employee Stock Ownership Plan and TrustWestern Bank of Lordsburg Em…$3MRonald D. Howard, Inc. Employee Stock Ownership Plan and TrustRonald D. Howard, Inc. Emplo…$3MThe People Business Employee Stock Ownership PlanThe People Business Employee…$3M
End-of-year total assets ($M) among Hendry Marine Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income$4M
Employer EIN472955202
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hendry Marine Industries, Inc.)

Sponsor-wide plan assets over time

All Hendry Marine Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 2.1259422309720133% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M 202220232024 $15.5M $15.8M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 666 $15M
2023 2 585 $14M
2024 2 579 $16M

Nearby ESOP Plans in Florida

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

Hendry Marine Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Hendry Marine Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003207593 · Participants: 295Hendry Marine Industries, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Hendry Marine Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Hendry Marine Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hendry Marine Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Lias Tire, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Sc&h Group, Inc. Employee Stock Ownership Plan in MD (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Hendry Marine Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hendry Marine Industries, Inc. Employee Stock Ownership Plan declined sharply - down 29.1% during 2023, from $5M to $3M. Reported net income was $4M.
How have Hendry Marine Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hendry Marine Industries, Inc.'s sponsor-wide assets grew 2.1%, from $15M to $16M.
Which ESOP plans are similar in size to Hendry Marine Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lias Tire, Inc. Employee Stock Ownership Plan in PA ($3M, 13 participants).
Which ESOP plans cover a similar participant headcount to Hendry Marine Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sc&h Group, Inc. Employee Stock Ownership Plan in MD (295 participants, $50M 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 472955202.

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.