ESOP · DOL Form 5500 · 2022

Mundie & Co., Inc. ESOP

Data updated 2026-08-25

$156K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$52,061
Avg per participant Low balance/head
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Official DOL plan name: Mundie & Company Employee Stock Ownership Plan and Trust · Sponsored by Mundie & Co., Inc. · Illinois · Real Estate

$156K in assets, 3 participants

Mundie & Co., Inc.'s Mundie & Company Employee Stock Ownership Plan and Trust reported $156K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #665 in Real Estate (5,057 peers)

Mundie & Co., Inc. multi-year trail

Mundie & Co., Inc.'s plans moved -95.3% in assets from 2022 to 2024; this filing shows Mundie & Company Employee Stock Ownership Plan and Trust at $156K / 3 participants.

#665
in Real Estate (5,057 peers)
-2.8%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mundie & Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Mundie & Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$156,184 9th percentile higher than 9% 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

Mundie & Company Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mundie & Company Employee Stock Ownership Plan and Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 363168649 · Mundie & Co., Inc. PY 2022 · ESOP

Mundie & Company Employee Stock Ownership Plan and Trust · $156K · 3 · 9th

  • BOOK $156K
  • VS-ST 3
  • BOY 9th
  • SCH ESOP
  • EBSA near Louisiana Lift & Equipment, Inc. ESOP
  • PART ind #665

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 →

Mundie & Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$156KLouisiana Lift & Equipment, Inc. ESOPLouisiana Lift & Equipment, …$157KPackaging Consultants, Inc. Employee Stock Ownership Plan & TrustPackaging Consultants, Inc. …$155KKwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$158KMeravic, Inc. Employee Stock Ownership PlanMeravic, Inc. Employee Stock…$155K
End-of-year total assets ($M) among Mundie & Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mundie & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mundie & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 95.26410376121618% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.01M ▼ -93.8%
Year Plans Participants Total Assets
2022 2 6 $156K
2023 2 2 $157K
2024 2 2 $7K

Mundie & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$161K
Net Assets (End of Year)$156K
Net Income-$4K
Employer EIN363168649
Plan Effective Date1983-03-22
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Mundie & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Mundie & Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000156184 · Participants: 3Mundie & Company Employee Stock Ownership Plan and 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
Mundie & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Mundie & Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mundie & Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Louisiana Lift & Equipment, Inc. ESOP in LA ($157K); by covered participants it is Holman Aviation Company Employee Stock Ownership Plan in MT (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mundie & Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Mundie & Company Employee Stock Ownership Plan and Trust edged down modestly - down 2.8% during 2022, from $161K to $156K. Reported net income was -$4K.
How have Mundie & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mundie & Co., Inc.'s sponsor-wide assets declined 95.3%, from $156K to $7K.
Where does Mundie & Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Mundie & Company Employee Stock Ownership Plan and Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Mundie & Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Louisiana Lift & Equipment, Inc. ESOP in LA ($157K, N/A participants).
Which ESOP plans cover a similar participant headcount to Mundie & Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Holman Aviation Company Employee Stock Ownership Plan in MT (3 participants, N/A 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 363168649.

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.