ESOP · DOL Form 5500 · 2024
J. D. Hendley & Associates, Inc. ESOP
Data updated 2026-08-25
- $211K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $52,856
- Avg per participant Low balance/head
Official DOL plan name: J. D. Hendley & Associates, Inc. E.S.O.P. · Sponsored by J. D. Hendley & Associates, Inc. · Georgia · Manufacturing
$211K in assets, 4 participants
J. D. Hendley & Associates, Inc.'s J. D. Hendley & Associates, Inc. E.S.O.P. reported $211K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #720 in Manufacturing (17,777 peers)
2024 asset change
J. D. Hendley & Associates, Inc. E.S.O.P. declined sharply 15.2% in 2024 ($249K → $211K) for 4 participants.
- #720
- in Manufacturing (17,777 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$211,422 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J. D. Hendley & Associates, Inc. E.S.O.P. among micro filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- J. D. Hendley & Associates, Inc. E.S.O.P. reported net income fell from $17K in the plan year 2023 filing to -$38K in the plan year 2024 filing.
- J. D. Hendley & Associates, Inc. E.S.O.P. end-of-year assets fell from $249K in the plan year 2023 filing to $211K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581204076 · J. D. Hendley & Associates, Inc. PY 2024 · ESOP
J. D. Hendley & Associates, Inc. E.S.O.P. · $211K · 4 · 11th
- EOY $211K
- 5500 4
- ASSETS 11th
- PCT ESOP
- EIN near Ivey Engineering, Inc. Employee Stock Ownership Plan
- RANK ind #720
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. years around the 2024 move
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $232K |
| 2023 | 1 | 4 | $249K |
| 2024 | 1 | 4 | $211K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $249K |
|---|---|
| Net Assets (End of Year) | $211K |
| Net Income | -$38K |
| Employer EIN | 581204076 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
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 Ivey Engineering, Inc. Employee Stock Ownership Plan in CA ($212K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($211K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.