ESOP · DOL Form 5500 · 2022
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $133,705
- Avg per participant Near avg balance/head
Official DOL plan name: Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan · Sponsored by Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) · Illinois · Finance & Insurance
$13M in assets, 99 participants
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.)'s Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan reported $13M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #5,040 in Finance & Insurance (9,261 peers)
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) multi-year trail
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.)'s plans moved -69.8% in assets from 2022 to 2024; this filing shows Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan at $13M / 99 participants.
- #5,040
- in Finance & Insurance (9,261 peers)
- -54.1%
- assets change YoY
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan's outsized position by total assets
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,236,802 Top 30% higher than 70% 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
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.
DOL schedule card
Filing strip 363118653 · Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) PY 2022 · ESOP
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan · $13M · 99 · 70th
- TYPE $13M
- NET 99
- BOOK 70th
- VS-ST ESOP
- BOY near Acme Truck Employee Stock Ownership Plan
- SCH ind #5040
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 Illinois →
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan in the asset neighbourhood
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) multi-year asset trail
Sponsor-wide plan assets over time
All Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 69.75634755873737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 192 | $13M |
| 2023 | 1 | 97 | $4M |
| 2024 | 2 | 156 | $4M |
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) filing trail (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$10M |
| Employer EIN | 363118653 |
| Plan Effective Date | 2004-12-15 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Acme Truck Employee Stock Ownership Plan in LA ($13M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.