ESOP · DOL Form 5500 · 2023

Spinnaker Realty, Inc. ESOP

Data updated 2026-08-25

$868K
Total assets Small plan by assets
83
Participants Small participant base
22nd
Percentile by assets National rank
$10,460
Avg per participant Low balance/head
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Official DOL plan name: Inhealth Systems and Services Employee Stock Ownership Plan · Sponsored by Spinnaker Realty, Inc. · Georgia · Retail Trade

$868K in assets, 83 participants

Spinnaker Realty, Inc.'s Inhealth Systems and Services Employee Stock Ownership Plan reported $868K in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,926 in Retail Trade (8,414 peers)

Spinnaker Realty, Inc. multi-year trail

Spinnaker Realty, Inc.'s plans moved -96.3% in assets from 2022 to 2024; this filing shows Inhealth Systems and Services Employee Stock Ownership Plan at $868K / 83 participants.

#2,926
in Retail Trade (8,414 peers)
-73.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inhealth Systems and Services Employee Stock Ownership Plan among the smaller filed plans by assets

Inhealth Systems and Services Employee Stock Ownership Plan vs every filed plan by assets

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

$868,193 22nd percentile higher than 22% 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

Inhealth Systems and Services 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. Inhealth Systems and Services Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inhealth Systems and Services Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Inhealth Systems and Services Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $868K in the plan year 2023 filing.
  • Inhealth Systems and Services Employee Stock Ownership Plan reported participants fell from 111 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581488840 · Spinnaker Realty, Inc. PY 2023 · ESOP

Inhealth Systems and Services Employee Stock Ownership Plan · $868K · 83 · 22nd

  • TYPE $868K
  • TYPE 83
  • TYPE 22nd
  • TYPE ESOP
  • TYPE near Tuttle Law Print Employee Stock Ownership Plan
  • TYPE ind #2926

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 →

Inhealth Systems and Services Employee Stock Ownership Plan in the asset neighbourhood

Inhealth Systems and Services Employee Stock Ownership PlanInhealth Systems and Service…$868KTuttle Law Print Employee Stock Ownership PlanTuttle Law Print Employee St…$869KAsco Sintering Co. ESOP Stock Bonus PlanAsco Sintering Co. ESOP Stoc…$872KEvergreen Forest Products Employee Stock Ownership PlanEvergreen Forest Products Em…$874KCsi Geo, Inc. Employee Stock Ownership PlanCsi Geo, Inc. Employee Stock…$862K
End-of-year total assets ($M) among Inhealth Systems and Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spinnaker Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spinnaker Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123K 96.27371185151026% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.29M $0.12M ▼ -96.4%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 83 $868K
2024 1 86 $123K

Spinnaker Realty, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$6M
Net Income-$2M
Employer EIN581488840
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Inhealth Systems and Services Employee Stock Ownership Plan, Total assets ($M): 0.868193 · Participants: 83Inhealth Systems and Services Employee Stock Ownership PlanWarehouse 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
Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Inhealth Systems and Services Employee Stock Ownership Plan side-by-side with 3 peers →

Inhealth Systems and Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Tuttle Law Print Employee Stock Ownership Plan in VT ($869K); by covered participants it is Stockmens Bank Employee Stock Ownership Plan and Trust in CO (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Inhealth Systems and Services Employee Stock Ownership Plan assets move in 2023? ▼
Inhealth Systems and Services Employee Stock Ownership Plan contracted severely - down 73.6% during 2023, from $3M to $868K. Reported net income was -$2M.
How have Spinnaker Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spinnaker Realty, Inc.'s sponsor-wide assets declined 96.3%, from $3M to $123K.
Where does Inhealth Systems and Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Inhealth Systems and Services Employee Stock Ownership Plan ranks in the 22nd 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 Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tuttle Law Print Employee Stock Ownership Plan in VT ($869K, 26 participants).
Which ESOP plans cover a similar participant headcount to Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stockmens Bank Employee Stock Ownership Plan and Trust in CO (83 participants, $3M 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 581488840.

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.