ESOP · DOL Form 5500 · 2024
Jhi Group Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $261,822
- Avg per participant Above avg balance/head
Official DOL plan name: Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jhi Group Inc. · Ohio · Construction
$37M in assets, 143 participants
Jhi Group Inc.'s Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported $37M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,139 in Construction (9,039 peers)
Coverage in Ohio
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust covers 143 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $37M.
- #7,139
- in Construction (9,039 peers)
- +18.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,440,580 Top 19% higher than 81% 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
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 156 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340894044 · Jhi Group Inc. PY 2024 · ESOP
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · $37M · 143 · 81st
- EIN $37M
- EIN 143
- EIN 81st
- EIN ESOP
- EIN near W. H. Bass, Inc. Employee Stock Ownership Plan
- EIN ind #7139
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 Ohio →
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 340894044 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jhi Group Inc.)
Sponsor-wide plan assets over time
All Jhi Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 30.720260508644216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 300 | $46M |
| 2023 | 2 | 312 | $56M |
| 2024 | 2 | 288 | $61M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is W. H. Bass, Inc. Employee Stock Ownership Plan in GA ($37M); by covered participants it is Charter Construction, Inc. Employee Stock Ownership Plan in WA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- W. H. Bass, Inc. Employee Stock Ownership Plan (GA) $37M · 62
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust (AK) $37M · 52
- Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan (AR) $38M · 307
- Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan (MA) $37M · 210
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Charter Construction, Inc. Employee Stock Ownership Plan (WA) 143 · 0 off
- Dynamic Chemical Solutions, Inc. Employee Stock Ownership Plan (TX) 143 · 0 off
- Tmf Group Holdings, Inc. Employee Stock Ownership Plan (IL) 143 · 0 off
- Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership Plan (WI) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.