ESOP · DOL Form 5500 · 2022

Allgeier, Martin & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
38th
Percentile by assets National rank
$23,171
Avg per participant Low balance/head
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Official DOL plan name: Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Allgeier, Martin & Associates, Inc. · Missouri · Professional & Technical Services

$3M in assets, 113 participants

Allgeier, Martin & Associates, Inc.'s Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,544 in Professional & Technical Services (21,562 peers)

Coverage in Missouri

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan covers 113 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#7,544
in Professional & Technical Services (21,562 peers)
-1.7%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,618,351 38th percentile higher than 38% of 139,123 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 2022

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 431146318 · Allgeier, Martin & Associates, Inc. PY 2022 · ESOP

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · $3M · 113 · 38th

  • RANK $3M
  • PHOTO 113
  • IND 38th
  • EOY ESOP
  • 5500 near North Jackson Bank Employee Stock Ownership Plan
  • ASSETS ind #7544

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 Missouri →

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Meyer Design, Incorporated Employee Stock Ownership PlanMeyer Design, Incorporated E…$3MAllgeier, Martin & Associates, Inc. Employee Stock Ownership PlanAllgeier, Martin & Associate…$3MNorth Jackson Bank Employee Stock Ownership PlanNorth Jackson Bank Employee …$3MEmployee Stock Ownership Plan and Trust for the Employees of Macho Products, Inc.Employee Stock Ownership Pla…$3MMid-Southern Savings Bank, Fsb Employee Stock Ownership PlanMid-Southern Savings Bank, F…$3M
End-of-year total assets ($M) among Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$46K
Employer EIN431146318
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allgeier, Martin & Associates, Inc.)

Sponsor-wide plan assets over time

All Allgeier, Martin & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 31.766731381044682% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $48.5M $63.9M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 234 $49M
2023 2 251 $59M
2024 2 261 $64M

Nearby ESOP Plans in Missouri

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

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002618351 · Participants: 113Allgeier, Martin & Associates, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is North Jackson Bank Employee Stock Ownership Plan in AL ($3M); by covered participants it is Summit Employee Stock Ownership Plan in SC (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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.

Frequently Asked Questions

How did Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 1.7% during 2022, from $3M to $3M. Reported net income was -$46K.
How have Allgeier, Martin & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allgeier, Martin & Associates, Inc.'s sponsor-wide assets grew 31.8%, from $49M to $64M.
Which ESOP plans are similar in size to Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North Jackson Bank Employee Stock Ownership Plan in AL ($3M, 66 participants).
Which ESOP plans cover a similar participant headcount to Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Summit Employee Stock Ownership Plan in SC (113 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431146318.

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.