ESOP · DOL Form 5500 · 2023

Resource Wise Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
27
Participants Small participant base
59th
Percentile by assets National rank
$377,333
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnson-Melloh Employee Stock Ownership Plan · Sponsored by Resource Wise Holdings, Inc. · Indiana · Construction

$10M in assets, 27 participants

Resource Wise Holdings, Inc.'s Johnson-Melloh Employee Stock Ownership Plan reported $10M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,182 in Construction (9,030 peers)

Resource Wise Holdings, Inc. multi-year trail

Resource Wise Holdings, Inc.'s plans moved +35.1% in assets from 2023 to 2024; this filing shows Johnson-Melloh Employee Stock Ownership Plan at $10M / 27 participants.

#5,182
in Construction (9,030 peers)
+74.9%
assets growth YoY

Johnson-Melloh Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Johnson-Melloh Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,188,000 Top 41% higher than 59% of 127,068 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 2023

Johnson-Melloh Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson-Melloh Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 934018031 · Resource Wise Holdings, Inc. PY 2023 · ESOP

Johnson-Melloh Employee Stock Ownership Plan · $10M · 27 · 59th

  • PART $10M
  • PART 27
  • PART 59th
  • PART ESOP
  • PART near Tech-Marine Business, Inc. Employee Stock Ownership Plan
  • PART ind #5182

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 Indiana →

Johnson-Melloh Employee Stock Ownership Plan in the asset neighbourhood

Johnson-Melloh Employee Stock Ownership PlanJohnson-Melloh Employee Stoc…$10MTech-Marine Business, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. E…$10MMedicalodges, Inc. Employee Stock Ownership PlanMedicalodges, Inc. Employee …$10MAmerican Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$10MWestern Potatoes, Inc. Employee Stock Ownership PlanWestern Potatoes, Inc. Emplo…$10M
End-of-year total assets ($M) among Johnson-Melloh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Resource Wise Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Resource Wise Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.053003533568905% vs 2023
2024 filing year
$8M$10M$12M$14M$16M 20232024 $10.2M $13.8M ▲ +35.0%
Year Plans Participants Total Assets
2023 1 27 $10M
2024 1 30 $14M

Resource Wise Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN934018031
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Johnson-Melloh Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Johnson-Melloh Employee Stock Ownership Plan, Total assets ($B): 0.010188 · Participants: 27Johnson-Melloh Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Johnson-Melloh Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Johnson-Melloh Employee Stock Ownership Plan side-by-side with 3 peers →

Johnson-Melloh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC ($10M); by covered participants it is Kramer Mechanical Employee Stock Ownership Plan in MN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Johnson-Melloh Employee Stock Ownership Plan assets move in 2023? ▼
Johnson-Melloh Employee Stock Ownership Plan surged - up 74.9% during 2023, from $6M to $10M. Reported net income was $4M.
How have Resource Wise Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Resource Wise Holdings, Inc.'s sponsor-wide assets grew 35.1%, from $10M to $14M.
Which ESOP plans are similar in size to Johnson-Melloh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC ($10M, 160 participants).
Which ESOP plans cover a similar participant headcount to Johnson-Melloh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kramer Mechanical Employee Stock Ownership Plan in MN (27 participants, $275K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 934018031.

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.