Other
2023 plan-year Other DOL Form 5500

JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JACK B. HENDERSON CONSTRUCTION COMPANY, INC.

This Other plan holds $17M in total assets and serves 91 participants as of 2023. It is sponsored by JACK B. HENDERSON CONSTRUCTION COMPANY, INC. in New Mexico. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$17M
Participants
91
State
Industry
Construction

What the Filing Says About JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by JACK B. HENDERSON CONSTRUCTION COMPANY, INC., headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 91 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 850200020, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $17M at year-end — a gain of 23.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Plan TypeOther
Employer EIN850200020
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JACK B. HENDERSON CONSTRUCTION COMPANY, INC.)

Year Plans Participants Total Assets
2022 2 195 $28M
2023 2 212 $35M
2024 3 256 $26M

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Frequently Asked Questions

How much money is in the JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $17M in total assets with 91 participants. It is sponsored by JACK B. HENDERSON CONSTRUCTION COMPANY, INC..
What type of plan is JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 850200020.
Who sponsors the JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by JACK B. HENDERSON CONSTRUCTION COMPANY, INC., located in New Mexico. The sponsor's EIN is 850200020 and the plan operates in the Construction industry.
How did JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 23.6% during 2023, moving from $14M to $17M in total assets. Net income was $3M.
Where can I find official filings for JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850200020 or plan name at efast.dol.gov.
How does JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare JACK B. HENDERSON CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 850200020.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.