ESOP · DOL Form 5500 · 2022

Messinger Mortuary & Chapel, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
80
Participants
54th
Percentile by assets
$75,577
Avg per participant
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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.

  • 54th percentile by assets (of 139,126 plans)
  • #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.

$6M
total plan assets (2022 EOY)
80
covered participants
54th
percentile by assets (of 139,126 plans)
$75,577
avg assets per participant

Where Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust sits by total assets

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 $2,010,000,000 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

State
Industry

ESOP filing for Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust

ESOP filing for plan year 2022: EIN 860146024 ; effective since 1999-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.05M $6.56M ▲ +8.4%
Total plan assets by year, all Messinger Mortuary & Chapel, Inc. plans on file
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 ($M) Participants Messinger Mortuary &…, Total assets ($M): 6.046128 · Participants: 80Messinger Mortuary &…The Sundt Companies …, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies …U-Haul Holding Compa…, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Compa…Spencer's Air Condit…, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Condit…Pima Medical Institu…, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institu…Rvr Employee Stock O…, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock O…
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs. nearby ESOP plans in Arizona, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust by total assets, not by location.

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).

Next read for Messinger Mortuary & Chapel, Inc. Employ…

Filing takeaways

Ways to act on Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's numbers.

  • By total assets, Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
  • Messinger Mortuary & Chapel, Inc.'s sponsor-wide assets have grown 8.5% since 2022 across 3 plan years on file. More Other Services plans