ESOP · DOL Form 5500 · 2024
R.a. Heath Construction and Millwork, Inc. ESOP
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $232,169
- Avg per participant Above avg balance/head
Official DOL plan name: R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust · Sponsored by R.a. Heath Construction and Millwork, Inc. · Georgia · Construction
$18M in assets, 78 participants
R.a. Heath Construction and Millwork, Inc.'s R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,066 in Construction (9,039 peers)
R.a. Heath Construction and Millwork, Inc. multi-year trail
R.a. Heath Construction and Millwork, Inc.'s plans moved +339.4% in assets from 2022 to 2024; this filing shows R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust at $18M / 78 participants.
- #6,066
- in Construction (9,039 peers)
- +14.3%
- assets growth YoY
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,109,174 Top 32% higher than 68% 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
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 65 in the plan year 2023 filing to 78 in the plan year 2024 filing.
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 825071992 · R.a. Heath Construction and Millwork, Inc. PY 2024 · ESOP
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust · $18M · 78 · 68th
- NET $18M
- NET 78
- NET 68th
- NET ESOP
- NET near Burns Engineering, Inc. Employee Stock Ownership Plan
- NET ind #6066
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 →
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
R.a. Heath Construction and Millwork, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R.a. Heath Construction and Millwork, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 339.43042754090214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $4M |
| 2023 | 1 | 65 | $16M |
| 2024 | 1 | 78 | $18M |
R.a. Heath Construction and Millwork, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 825071992 |
| Plan Effective Date | 2018-01-01 |
| 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
R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Burns Engineering, Inc. Employee Stock Ownership Plan in PA ($18M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.