ESOP · DOL Form 5500 · 2022

Messinger Mortuary & Chapel, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
80
Participants Small participant base
54th
Percentile by assets National rank
$75,577
Avg per participant Below avg balance/head
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Official DOL plan name: Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · Sponsored by Messinger Mortuary & Chapel, Inc. · Arizona · Other Services

$6M in assets, 80 participants

Messinger Mortuary & Chapel, Inc.'s Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported $6M in total assets and 80 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.

  • #6,081 in Other Services (8,398 peers)

What the 2022 filing shows

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust holds $6M for 80 participants - about $75,577 per participant, above the median plan by assets.

#6,081
in Other Services (8,398 peers)
+4.3%
assets growth YoY

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's mid-pack asset rank among Other Services and all filers

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs every filed plan by assets

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

$6,046,128 Top 46% higher than 54% 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

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership 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. Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust is a small filing (80 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 860146024 · Messinger Mortuary & Chapel, Inc. PY 2022 · ESOP

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · $6M · 80 · 54th

  • ASSETS $6M
  • ASSETS 80
  • ASSETS 54th
  • ASSETS ESOP
  • ASSETS near Martell Services Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6081

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 Arizona →

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in the asset neighbourhood

Duffey Southeast Holdings, Inc. Employee Stock Ownership PlanDuffey Southeast Holdings, I…$6MFargo Glass & Paint Company Employee Stock Ownership PlanFargo Glass & Paint Company …$6MFargo Glass & Paint Company Employee Stock Ownership PlanFargo Glass & Paint Company …$6MMessinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustMessinger Mortuary & Chapel,…$6MMartell Services Group, Inc. Employee Stock Ownership PlanMartell Services Group, Inc.…$6M
End-of-year total assets ($M) among Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$378K
Employer EIN860146024
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Messinger Mortuary & Chapel, Inc.)

Sponsor-wide plan assets over time

All Messinger Mortuary & Chapel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.480038795076783% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.05M $6.56M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 80 $6M
2023 1 64 $7M
2024 1 70 $7M

Nearby ESOP Plans in Arizona

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

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust, Total assets ($M): 6.046128 · Participants: 80Messinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust side-by-side with 3 peers →

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Martell Services Group, Inc. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust assets move in 2022? ▼
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust edged up modestly - up 4.3% during 2022, from $6M to $6M. Reported net income was $378K.
How have Messinger Mortuary & Chapel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messinger Mortuary & Chapel, Inc.'s sponsor-wide assets grew 8.5%, from $6M to $7M.
Which ESOP plans are similar in size to Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Martell Services Group, Inc. Employee Stock Ownership Plan in IN ($6M, 277 participants).
Which ESOP plans cover a similar participant headcount to Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants, $601K 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 860146024.

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.