ESOP · DOL Form 5500 · 2024

Jones-Hamilton Co. ESOP

Data updated 2026-07-24

$149M
Total assets: 119
Participants: 93rd
Percentile by assets: $1.3M
Avg per participant

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.

93rd percentile by assets (of 116,472 plans)

Coverage in Ohio

Jones-Hamilton Co. Employee Stock Ownership Plan covers 119 participants in Ohio, about 15% of the average Ohio filer (state average ~787 per filing). Assets: $149M.

$149M
total plan assets (2024 EOY): 119
covered participants: 93rd
percentile by assets (of 116,472 plans): $1.3M
avg assets per participant

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 →

State

Ohio

Industry

Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Jones-Hamilton Co. Employee Stock Ownership Plan reports 119 participants - about 15% of that state average ($149M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$140M
Net Assets (End of Year)	$104M
Net Income	$5M
Employer EIN	203745300
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jones-Hamilton Co.)

Total plan assets by year, all Jones-Hamilton Co. plans on file

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

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Allied Mineral Products Employee Stock Ownership Plan $404M · 606

Compare Jones-Hamilton Co. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jones-Hamilton Co. Employee Stock Ownership Plan by total assets, not by location.

Chatsworth Products, Inc Employee Stock Ownership Plan (CA) $149M · 683
Employee Owned Holdings, Incorporated Employee Stock Ownership Plan (TX) $148M · 326
Rvr Employee Stock Ownership Plan (AZ) $148M · 152
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan (IN) $148M · 340

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 116,472 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).

Next read for Jones-Hamilton Co. Employee Stock Owners…

Filing takeaways

Ways to act on Jones-Hamilton Co. Employee Stock Ownership Plan's numbers.

By total assets, Jones-Hamilton Co. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Jones-Hamilton Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Manufacturing plans

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.