ESOP · DOL Form 5500 · 2022

Irwin Broh & Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$90,084
Avg per participant Below avg balance/head
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Official DOL plan name: Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Irwin Broh & Associates, Inc. · Illinois · Administrative & Support Services

$1M in assets, 13 participants

Irwin Broh & Associates, Inc.'s Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust reported $1M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,432 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust ranks #2,432 of 4,927 2022 filers by assets (2464% of the sector average)-$1M for 13 participants.

#2,432
in Administrative & Support Services (4,927 peers)
+17.3%
assets growth YoY

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$1,171,088 27th percentile higher than 27% 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

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & 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. Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 362728376 · Irwin Broh & Associates, Inc. PY 2022 · ESOP

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust · $1M · 13 · 27th

  • IND $1M
  • EOY 13
  • 5500 27th
  • ASSETS ESOP
  • PCT near Gautier Steel Employee Stock Ownership Plan
  • EIN ind #2432

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 →

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Channel Islands Roofing, Inc. Employee Stock Ownership PlanChannel Islands Roofing, Inc…$1MIrwin Broh & Associates, Inc. Employee Stock Ownership Plan & TrustIrwin Broh & Associates, Inc…$1MGautier Steel Employee Stock Ownership PlanGautier Steel Employee Stock…$1MBoehm Employee Stock Ownership PlanBoehm Employee Stock Ownersh…$1MJet Rubber Company Employee Stock Ownership PlanJet Rubber Company Employee …$1M
End-of-year total assets ($M) among Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$999K
Net Assets (End of Year)$1M
Net Income$172K
Employer EIN362728376
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irwin Broh & Associates, Inc.)

Sponsor-wide plan assets over time

All Irwin Broh & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$165K 85.91053789296791% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.17M $0.17M ▼ -85.5%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 13 $773K
2024 1 12 $165K

Nearby ESOP Plans in Illinois

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

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.001171088 · Participants: 13Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & TrustAmsted 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
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Gautier Steel Employee Stock Ownership Plan in PA ($1M); by covered participants it is Air Purification, Inc. Employee Stock Ownership Plan in NC (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 17.3% during 2022, from $999K to $1M. Reported net income was $172K.
How have Irwin Broh & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irwin Broh & Associates, Inc.'s sponsor-wide assets declined 85.9%, from $1M to $165K.
Which ESOP plans are similar in size to Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Gautier Steel Employee Stock Ownership Plan in PA ($1M, 15 participants).
Which ESOP plans cover a similar participant headcount to Irwin Broh & Associates, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Air Purification, Inc. Employee Stock Ownership Plan in NC (13 participants, $3M 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 362728376.

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.