ESOP · DOL Form 5500 · 2024

Brooks-Berry-Haynie & Associates, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
78
Participants Small participant base
64th
Percentile by assets National rank
$191,450
Avg per participant Above avg balance/head
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Official DOL plan name: Bbh Employee Stock Ownership Plan · Sponsored by Brooks-Berry-Haynie & Associates, Inc. · Georgia · Construction

$15M in assets, 78 participants

Brooks-Berry-Haynie & Associates, Inc.'s Bbh Employee Stock Ownership Plan reported $15M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,667 in Construction (9,039 peers)

Brooks-Berry-Haynie & Associates, Inc. multi-year trail

Brooks-Berry-Haynie & Associates, Inc.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Bbh Employee Stock Ownership Plan at $15M / 78 participants.

#5,667
in Construction (9,039 peers)
+29.7%
assets growth YoY

Bbh Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Bbh Employee Stock Ownership Plan vs every filed plan by assets

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

$14,933,115 Top 36% higher than 64% 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

Bbh 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. Bbh Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bbh Employee Stock Ownership Plan reported net income rose from -$477K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bbh Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Bbh Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 78 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 580649047 · Brooks-Berry-Haynie & Associates, Inc. PY 2024 · ESOP

Bbh Employee Stock Ownership Plan · $15M · 78 · 64th

  • TYPE $15M
  • NET 78
  • BOOK 64th
  • VS-ST ESOP
  • BOY near Kya Group Employee Stock Ownership Plan
  • SCH ind #5667

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 →

Bbh Employee Stock Ownership Plan in the asset neighbourhood

Gmi Corporation, Inc. Employee Stock Ownership PlanGmi Corporation, Inc. Employ…$15MBbh Employee Stock Ownership PlanBbh Employee Stock Ownership…$15MKya Group Employee Stock Ownership PlanKya Group Employee Stock Own…$15MSands Wall Systems, Inc. Employee Stock Ownership PlanSands Wall Systems, Inc. Emp…$15MSircal Contracting, Inc. Employee Stock Ownership PlanSircal Contracting, Inc. Emp…$15M
End-of-year total assets ($M) among Bbh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Brooks-Berry-Haynie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brooks-Berry-Haynie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.516899330450613% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12M $14.9M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 72 $12M
2023 1 75 $12M
2024 1 78 $15M

Brooks-Berry-Haynie & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN580649047
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Bbh Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Bbh Employee Stock Ownership Plan, Total assets ($M): 14.933115 · Participants: 78Bbh 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
Bbh Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Bbh Employee Stock Ownership Plan side-by-side with 3 peers →

Bbh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Kya Group Employee Stock Ownership Plan in CA ($15M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Bbh Employee Stock Ownership Plan assets move in 2024? ▼
Bbh Employee Stock Ownership Plan grew sharply - up 29.7% during 2024, from $12M to $15M. Reported net income was $3M.
How have Brooks-Berry-Haynie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks-Berry-Haynie & Associates, Inc.'s sponsor-wide assets grew 24.5%, from $12M to $15M.
Which ESOP plans are similar in size to Bbh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kya Group Employee Stock Ownership Plan in CA ($15M, 159 participants).
Which ESOP plans cover a similar participant headcount to Bbh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants, $4M in assets).

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 580649047.

Read our methodology - how this data is sourced, computed, and verified.

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