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
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.
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 EIN | 340894044 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jhi Group Inc.)
| 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
- 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
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
- Allied Mineral Products Employee Stock Ownership Plan $404M · 606
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? ▼
How have Jhi Group Inc. plan assets changed over time? ▼
Where does Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust? ▼
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.
Read our methodology - how this data is sourced, computed, and verified.