ESOP · DOL Form 5500 · 2024

Jones-Hamilton Co. ESOP

Data updated 2026-08-25

$149M
Total assets Near avg plan size
119
Participants Small participant base
93rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Jones-Hamilton Co. Employee Stock Ownership Plan · Sponsored by Jones-Hamilton Co. · Ohio · Manufacturing

$149M in assets, 119 participants

Jones-Hamilton Co.'s Jones-Hamilton Co. Employee Stock Ownership Plan reported $149M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,877 in Manufacturing (17,777 peers)

Coverage in Ohio

Jones-Hamilton Co. Employee Stock Ownership Plan covers 119 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $149M.

#15,877
in Manufacturing (17,777 peers)
+6.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Jones-Hamilton Co. Employee Stock Ownership Plan's outsized position by total assets

Jones-Hamilton Co. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$148,946,098 Top 7% higher than 93% of 123,620 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 2024

Jones-Hamilton Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones-Hamilton Co. Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jones-Hamilton Co. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jones-Hamilton Co. Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Jones-Hamilton Co. Employee Stock Ownership Plan end-of-year assets rose from $140M in the plan year 2023 filing to $149M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203745300 · Jones-Hamilton Co. PY 2024 · ESOP

Jones-Hamilton Co. Employee Stock Ownership Plan · $149M · 119 · 93rd

  • TYPE $149M
  • TYPE 119
  • TYPE 93rd
  • TYPE ESOP
  • TYPE near Chatsworth Products, Inc Employee Stock Ownership Plan
  • TYPE ind #15877

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 →

Jones-Hamilton Co. Employee Stock Ownership Plan in the asset neighbourhood

Chatsworth Products, Inc Employee Stock Ownership PlanChatsworth Products, Inc Emp…$149MJones-Hamilton Co. Employee Stock Ownership PlanJones-Hamilton Co. Employee …$149MEmployee Owned Holdings, Incorporated Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148MRvr Employee Stock Ownership PlanRvr Employee Stock Ownership…$148MSuperior Industrial Solutions, Inc. Employee Stock Ownership PlanSuperior Industrial Solution…$148M
End-of-year total assets ($M) among Jones-Hamilton Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$104M
Net Income$5M
Employer EIN203745300
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones-Hamilton Co.)

Sponsor-wide plan assets over time

All Jones-Hamilton Co. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 22.60444684469368% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $156M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 195 $127M
2023 2 203 $146M
2024 2 241 $156M

Nearby ESOP Plans in Ohio

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

Jones-Hamilton Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Jones-Hamilton Co. Employee Stock Ownership Plan, Total assets ($B): 0.148946098 · Participants: 119Jones-Hamilton Co. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Jones-Hamilton Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Jones-Hamilton Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Jones-Hamilton Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Chatsworth Products, Inc Employee Stock Ownership Plan in CA ($149M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jones-Hamilton Co. Employee Stock Ownership Plan assets move in 2024? ▼
Jones-Hamilton Co. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2024, from $140M to $149M. Reported net income was $5M.
How have Jones-Hamilton Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones-Hamilton Co.'s sponsor-wide assets grew 22.6%, from $127M to $156M.
Where does Jones-Hamilton Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jones-Hamilton Co. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Jones-Hamilton Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chatsworth Products, Inc Employee Stock Ownership Plan in CA ($149M, 683 participants).
Which ESOP plans cover a similar participant headcount to Jones-Hamilton Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (119 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203745300.

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.