ESOP · DOL Form 5500 · 2022
Indiana Trust and Investment Management Company ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $146,290
- Avg per participant Above avg balance/head
Official DOL plan name: Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust · Sponsored by Indiana Trust and Investment Management Company · Indiana · Finance & Insurance
$6M in assets, 40 participants
Indiana Trust and Investment Management Company's Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust reported $6M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #3,496 in Finance & Insurance (9,261 peers)
Indiana Trust and Investment Management Company multi-year trail
Indiana Trust and Investment Management Company's plans moved +55.9% in assets from 2022 to 2024; this filing shows Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust at $6M / 40 participants.
- #3,496
- in Finance & Insurance (9,261 peers)
- -23.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,851,592 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 351755675 · Indiana Trust and Investment Management Company PY 2022 · ESOP
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust · $6M · 40 · 54th
- PART $6M
- PART 40
- PART 54th
- PART ESOP
- PART near Mountz, Inc. Employee Stock Ownership Plan and Trust
- PART ind #3496
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 Indiana →
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
Indiana Trust and Investment Management Company multi-year asset trail
Sponsor-wide plan assets over time
All Indiana Trust and Investment Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 55.92575490567353% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $6M |
| 2023 | 1 | 40 | $7M |
| 2024 | 1 | 38 | $9M |
Indiana Trust and Investment Management Company filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 351755675 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA ($6M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.