Plan Ledger DOL Form 5500 · updated monthly

Jones-Hamilton Co.ESOP

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLAN · WALBRIDGE, OH · plan year 2024

Employer contribution per participant · 2024
$23,529

Jones-Hamilton Co.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $104,337,169 across 169 participant accounts, with employer contributions averaging $23,529 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 357th-largest of 3,295 plans among Ohio employers on file, and the 1,851st of 13,661 in manufacturing. active participation has grown from 98 to 119 since 2022.

Plan summary
Net assets, end of year$104,337,169
Participants with balances169
Active participants119
Employer contributions$2,800,000
Employee contributions—
Employer contribution per active participant$23,529
Average account balance$617,380
Benefits paid to participants$11,209,835
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$77.8M · 173 accts · $3.2M emplr
2024$104.3M · 169 accts · $2.8M emplr
2023$99.8M · 161 accts · $2.6M emplr
2022$85.6M · 144 accts · $2.1M emplr
Employer contributions to the Jones-Hamilton Co. plan · 2024
Employer contribution per active participant$23,529
Median for plans this size$3,635
2025$23,022 per active participant
2024$23,529 per active participant
2023$21,849 per active participant
2022$21,020 per active participant

Jones-Hamilton Co.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLANESOP
JONES-HAMILTON CO. 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Ohio
Dubois Chemicals, Inc. OH$107.1M · 0.09%
Libbey Glass LLC OH$107.0M · 0.14%
Arrow International, Inc. OH$106.4M · 0.07%
Dayton Progress Corporation OH$100.9M · 0.11%
Grob Systems, Inc. OH$100.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203745300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.