Other
2022 plan-year Other DOL Form 5500

EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC.

This Other plan holds $7M in total assets and serves 171 participants as of 2022. It is sponsored by EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. in Texas. The plan reported positive net income of $108K for the year.

Total Assets (2023)
$7M
Participants
171
State
Industry
Professional & Technical Services

What the Filing Says About EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other retirement plan sponsored by EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 171 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 741593498, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $7M at year-end — a gain of 1.7%. Net assets (after liabilities) closed the year at $7M, with reported net income of $108K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$108K
Plan TypeOther
Employer EIN741593498
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC.)

Year Plans Participants Total Assets
2022 2 351 $21M
2023 2 366 $28M
2024 2 374 $38M

Nearby Other Plans in Texas

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

Frequently Asked Questions

How much money is in the EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST?
As of the 2022 Form 5500 filing, EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST holds $7M in total assets with 171 participants. It is sponsored by EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC..
What type of plan is EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST?
EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 741593498.
Who sponsors the EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST?
EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is sponsored by EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC., located in Texas. The sponsor's EIN is 741593498 and the plan operates in the Professional & Technical Services industry.
How did EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST perform in 2022?
EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST grew by 1.7% during 2022, moving from $6M to $7M in total assets. Net income was $108K.
Where can I find official filings for EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST?
Official Form 5500 filings for EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741593498 or plan name at efast.dol.gov.
How does EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST compare to other plans?
You can compare EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 741593498.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.