ESOP · DOL Form 5500 · 2024

Hodges & Hicks Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
45
Participants Small participant base
53rd
Percentile by assets National rank
$195,378
Avg per participant Above avg balance/head
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Official DOL plan name: Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Hodges & Hicks Holdings, Inc. · Georgia · Construction

$9M in assets, 45 participants

Hodges & Hicks Holdings, Inc.'s Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported $9M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,644 in Construction (9,039 peers)

Hodges & Hicks Holdings, Inc. multi-year trail

Hodges & Hicks Holdings, Inc.'s plans moved +97.8% in assets from 2022 to 2024; this filing shows Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan at $9M / 45 participants.

#4,644
in Construction (9,039 peers)
+25.7%
assets growth YoY

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,792,000 Top 47% higher than 53% 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

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311838307 · Hodges & Hicks Holdings, Inc. PY 2024 · ESOP

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan · $9M · 45 · 53rd

  • 5500 $9M
  • 5500 45
  • 5500 53rd
  • 5500 ESOP
  • 5500 near Alliant Engineering, Incorporated Employee Stock Ownership Plan and Trust
  • 5500 ind #4644

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 →

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Alliant Engineering, Incorporated Employee Stock Ownership Plan and TrustAlliant Engineering, Incorpo…$9MHodges & Hicks Holdings, Inc. Employee Stock Ownership PlanHodges & Hicks Holdings, Inc…$9MBlack River Systems Company Employee Stock Ownership PlanBlack River Systems Company …$9MHowell Laboratories, Inc. Employee Stock Ownership PlanHowell Laboratories, Inc. Em…$9MDiversified Plastics, Inc. Employee Stock Ownership Plan and TrustDiversified Plastics, Inc. E…$9M
End-of-year total assets ($M) among Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hodges & Hicks Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hodges & Hicks Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 97.83978397839785% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.44M $8.79M ▲ +98.0%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 39 $7M
2024 1 45 $9M

Hodges & Hicks Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$741K
Net Income$2M
Employer EIN311838307
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.792 · Participants: 45Hodges & Hicks Holdings, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Alliant Engineering, Incorporated Employee Stock Ownership Plan and Trust in MN ($9M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants). Same-state nearby plans are listed separately above.

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 Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan assets move in 2024?
Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 25.7% during 2024, from $7M to $9M. Reported net income was $2M.
How have Hodges & Hicks Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hodges & Hicks Holdings, Inc.'s sponsor-wide assets grew 97.8%, from $4M to $9M.
Which ESOP plans are similar in size to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Alliant Engineering, Incorporated Employee Stock Ownership Plan and Trust in MN ($9M, 137 participants).
Which ESOP plans cover a similar participant headcount to Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants, $9M in assets).