ESOP · DOL Form 5500 · 2022
Ducharme, Mcmillen & Associates, Inc. ESOP
Data updated 2026-08-06
- $100M
- Total assets
- 503
- Participants
- 93rd
- Percentile by assets
- $198,430
- Avg per participant
Official DOL plan name: Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ducharme, Mcmillen & Associates, Inc. · Indiana · Professional & Technical Services
$100M in assets, 503 participants
Ducharme, Mcmillen & Associates, Inc.'s Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan reported $100M in total assets and 503 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,258 plans)
- #20,244 in Professional & Technical Services (21,577 peers)
Where Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan sits by assets
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $100M for 503 participants (~$198,430/participant), down 2.8% in 2022.
- $100M
- total plan assets (2022 EOY)
- 503
- covered participants
- 93rd
- percentile by assets (of 139,258 plans)
- $198,430
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan outranks 93% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$9M |
| Employer EIN | 351293472 |
| Plan Effective Date | 1994-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ducharme, Mcmillen & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,005 | $144M |
| 2023 | 2 | 1,126 | $193M |
| 2024 | 2 | 1,251 | $240M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Ducharme, Mcmillen & Associates, Inc.'s sponsor-wide assets have grown 65.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans