ESOP · DOL Form 5500 · 2024

Spinnaker Realty, Inc. ESOP

Data updated 2026-08-25

$123K
Total assets Small plan by assets
86
Participants Small participant base
7th
Percentile by assets National rank
$1,425
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Inhealth Systems and Services Employee Stock Ownership Plan · Sponsored by Spinnaker Realty, Inc. · Georgia · Retail Trade

$123K in assets, 86 participants

Spinnaker Realty, Inc.'s Inhealth Systems and Services Employee Stock Ownership Plan reported $123K in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #953 in Retail Trade (8,048 peers)

Spinnaker Realty, Inc. multi-year trail

Spinnaker Realty, Inc.'s plans moved -96.3% in assets from 2022 to 2024; this filing shows Inhealth Systems and Services Employee Stock Ownership Plan at $123K / 86 participants.

#953
in Retail Trade (8,048 peers)
-85.9%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inhealth Systems and Services Employee Stock Ownership Plan among the smaller filed plans by assets

Inhealth Systems and Services Employee Stock Ownership Plan vs every filed plan by assets

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

$122,578 7th percentile higher than 7% 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

Inhealth Systems and Services 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. Inhealth Systems and Services Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inhealth Systems and Services Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$106K in the plan year 2024 filing.
  • Inhealth Systems and Services Employee Stock Ownership Plan end-of-year assets fell from $868K in the plan year 2023 filing to $123K in the plan year 2024 filing.
  • Inhealth Systems and Services Employee Stock Ownership Plan reported participants rose from 83 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581488840 · Spinnaker Realty, Inc. PY 2024 · ESOP

Inhealth Systems and Services Employee Stock Ownership Plan · $123K · 86 · 7th

  • TYPE $123K
  • NET 86
  • BOOK 7th
  • VS-ST ESOP
  • BOY near Conco Employee Stock Ownership Plan
  • SCH ind #953

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 →

Inhealth Systems and Services Employee Stock Ownership Plan in the asset neighbourhood

Sr Administrative Services, Inc., Employee Stock Ownership PlanSr Administrative Services, …$125KInhealth Systems and Services Employee Stock Ownership PlanInhealth Systems and Service…$123KConco Employee Stock Ownership PlanConco Employee Stock Ownersh…$122KReinhardt Corp. Employee Stock Ownership PlanReinhardt Corp. Employee Sto…$120KMcg Utilities Employee Stock Ownership PlanMcg Utilities Employee Stock…$120K
End-of-year total assets ($M) among Inhealth Systems and Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Spinnaker Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spinnaker Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123K 96.27371185151026% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.29M $0.12M ▼ -96.4%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 83 $868K
2024 1 86 $123K

Spinnaker Realty, Inc. filing trail (2024)

Total Assets (Beginning of Year)$868K
Net Assets (End of Year)-$6M
Net Income-$106K
Employer EIN581488840
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Inhealth Systems and Services Employee Stock Ownership Plan, Total assets ($M): 0.122578 · Participants: 86Inhealth Systems and Services 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
Inhealth Systems and Services Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Inhealth Systems and Services Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Conco Employee Stock Ownership Plan in KS ($122K); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Inhealth Systems and Services Employee Stock Ownership Plan assets move in 2024? ▼
Inhealth Systems and Services Employee Stock Ownership Plan contracted severely - down 85.9% during 2024, from $868K to $123K. Reported net income was -$106K.
How have Spinnaker Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spinnaker Realty, Inc.'s sponsor-wide assets declined 96.3%, from $3M to $123K.
Where does Inhealth Systems and Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Inhealth Systems and Services Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Conco Employee Stock Ownership Plan in KS ($122K, 296 participants).
Which ESOP plans cover a similar participant headcount to Inhealth Systems and Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants, $11M 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 581488840.

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.