ESOP · DOL Form 5500 · 2022

Thouvenot, Wade & Moerchen, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
102
Participants Small participant base
83rd
Percentile by assets National rank
$304,709
Avg per participant High balance/head
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Official DOL plan name: Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan · Sponsored by Thouvenot, Wade & Moerchen, Inc. · Illinois · Construction

$31M in assets, 102 participants

Thouvenot, Wade & Moerchen, Inc.'s Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan reported $31M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,155 in Construction (9,927 peers)

Coverage in Illinois

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan covers 102 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#8,155
in Construction (9,927 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan's outsized position by total assets

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,080,309 Top 17% higher than 83% 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

Thouvenot, Wade, Moerchen, 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. Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 371042595 · Thouvenot, Wade & Moerchen, Inc. PY 2022 · ESOP

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan · $31M · 102 · 83rd

  • BOY $31M
  • SCH 102
  • EBSA 83rd
  • PART ESOP
  • TYPE near Control Associates, Inc. Employee Stock Ownership Plan
  • NET ind #8155

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 →

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Control Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$31MThouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$31MAvalon Flooring Employee Stock Ownership PlanAvalon Flooring Employee Sto…$31MThe Citizens National Bank of Bluffton Employee Stock Ownership PlanThe Citizens National Bank o…$31MSwa Group Employee Stock Ownership PlanSwa Group Employee Stock Own…$31M
End-of-year total assets ($M) among Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN371042595
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thouvenot, Wade & Moerchen, Inc.)

Sponsor-wide plan assets over time

All Thouvenot, Wade & Moerchen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 38.9877248624428% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49M $68.2M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 225 $49M
2023 2 229 $59M
2024 2 278 $68M

Nearby ESOP Plans in Illinois

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

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031080309 · Participants: 102Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Control Associates, Inc. Employee Stock Ownership Plan in NJ ($31M); by covered participants it is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants). Same-state nearby plans are listed separately above.

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 Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan grew sharply - up 18.0% during 2022, from $26M to $31M. Reported net income was $5M.
How have Thouvenot, Wade & Moerchen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thouvenot, Wade & Moerchen, Inc.'s sponsor-wide assets grew 39.0%, from $49M to $68M.
Where does Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Control Associates, Inc. Employee Stock Ownership Plan in NJ ($31M, 116 participants).
Which ESOP plans cover a similar participant headcount to Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants, $2M 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 371042595.

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.