ESOP · DOL Form 5500 · 2023

J. D. Hendley & Associates, Inc. ESOP

Data updated 2026-08-25

$249K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$62,353
Avg per participant Low balance/head
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Official DOL plan name: J. D. Hendley & Associates, Inc. E.S.O.P. · Sponsored by J. D. Hendley & Associates, Inc. · Georgia · Manufacturing

$249K in assets, 4 participants

J. D. Hendley & Associates, Inc.'s J. D. Hendley & Associates, Inc. E.S.O.P. reported $249K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #885 in Manufacturing (18,722 peers)

What the 2023 filing shows

J. D. Hendley & Associates, Inc. E.S.O.P. holds $249K for 4 participants - about $62,353 per participant, among the smaller plans by assets on file.

#885
in Manufacturing (18,722 peers)
+7.3%
assets growth YoY

J. D. Hendley & Associates, Inc. E.S.O.P. among the smaller filed plans by assets

J. D. Hendley & Associates, Inc. E.S.O.P. vs every filed plan by assets

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

$249,410 12th percentile higher than 12% 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

J. D. Hendley & Associates, Inc. E.S.O.P. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. D. Hendley & Associates, Inc. E.S.O.P. is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. D. Hendley & Associates, Inc. E.S.O.P. reported net income fell from $141K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • J. D. Hendley & Associates, Inc. E.S.O.P. end-of-year assets rose from $232K in the plan year 2022 filing to $249K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581204076 · J. D. Hendley & Associates, Inc. PY 2023 · ESOP

J. D. Hendley & Associates, Inc. E.S.O.P. · $249K · 4 · 12th

  • PCT $249K
  • PCT 4
  • PCT 12th
  • PCT ESOP
  • PCT near Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #885

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 →

J. D. Hendley & Associates, Inc. E.S.O.P. in the asset neighbourhood

J. D. Hendley & Associates, Inc. E.S.O.P.J. D. Hendley & Associates, …$249KPinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustPinnacle Financial Group, In…$249KNorth American Transportation Solutions, Inc. Employee Stock Ownership PlanNorth American Transportatio…$250KSjh Derm, Inc. Employee Stock Ownership PlanSjh Derm, Inc. Employee Stoc…$250KCustom Interface, Inc. Employee Stock Ownership Plan and TrustCustom Interface, Inc. Emplo…$251K
End-of-year total assets ($M) among J. D. Hendley & Associates, Inc. E.S.O.P. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$232K
Net Assets (End of Year)$249K
Net Income$17K
Employer EIN581204076
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. D. Hendley & Associates, Inc.)

Sponsor-wide plan assets over time

All J. D. Hendley & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211K 9.042333505420753% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M 202220232024 $0.23M $0.21M ▼ -8.7%
Year Plans Participants Total Assets
2022 1 4 $232K
2023 1 4 $249K
2024 1 4 $211K

Nearby ESOP Plans in Georgia

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

J. D. Hendley & Associates, Inc. E.S.O.P. vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants J. D. Hendley & Associates, Inc. E.S.O.P., Total assets ($M): 0.24941 · Participants: 4J. D. Hendley & Associates, Inc. E.S.O.P.Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
J. D. Hendley & Associates, Inc. E.S.O.P. vs. nearby ESOP plans in Georgia, assets vs. participants
Compare J. D. Hendley & Associates, Inc. E.S.O.P. side-by-side with 3 peers →

J. D. Hendley & Associates, Inc. E.S.O.P.'s out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust in MD ($249K); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 J. D. Hendley & Associates, Inc. E.S.O.P. assets move in 2023? ▼
J. D. Hendley & Associates, Inc. E.S.O.P. grew at a solid clip - up 7.3% during 2023, from $232K to $249K. Reported net income was $17K.
How have J. D. Hendley & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. D. Hendley & Associates, Inc.'s sponsor-wide assets declined 9.0%, from $232K to $211K.
Where does J. D. Hendley & Associates, Inc. E.S.O.P. rank by assets among Form 5500 filers? ▼
J. D. Hendley & Associates, Inc. E.S.O.P. ranks in the 12th 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 J. D. Hendley & Associates, Inc. E.S.O.P.? ▼
Among ESOP plans in other states, the closest by assets is Pinnacle Financial Group, Inc. Employee Stock Ownership Plan and Trust in MD ($249K, 9 participants).
Which ESOP plans cover a similar participant headcount to J. D. Hendley & Associates, Inc. E.S.O.P.? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A 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 581204076.

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.