ESOP · DOL Form 5500 · 2024

Jhi Group Inc. ESOP

Data updated 2026-07-24

$37M
Total assets
143
Participants
81st
Percentile by assets
$261,822
Avg per participant
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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.

  • 81st percentile by assets (of 116,472 plans)

Coverage in Ohio

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust covers 143 participants in Ohio, about 18% of the average Ohio filer (state average ~787 per filing). Assets: $37M.

$37M
total plan assets (2024 EOY)
143
covered participants
81st
percentile by assets (of 116,472 plans)
$261,822
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust reports 143 participants - about 18% of that state average ($37M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN340894044
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jhi Group Inc.)

$40M$45M$50M$55M$60M$65M 202220232024 $46.4M $60.7M ▲ +30.7%
Total plan assets by year, all Jhi Group Inc. plans on file
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.

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Janotta & Herner, In…Procter & Gamble Pro…The Garland Industri…Great Lakes Cheese C…Cleveland Steel Cont…Allied Mineral Produ…
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust assets move in 2024?
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 18.7% during 2024, from $32M to $37M. Reported net income was $6M.
How have Jhi Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jhi Group Inc.'s sponsor-wide assets grew 30.7%, from $46M to $61M.
Where does Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust ranks in the 81st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is W. H. Bass, Inc. Employee Stock Ownership Plan in GA ($37M, 62 participants).

Next read for Janotta & Herner, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Jhi Group Inc.'s sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340894044.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.