ESOP · DOL Form 5500 · 2023
Resource Wise Holdings, Inc. ESOP
Data updated 2026-08-11
- $10M
- Total assets
- 27
- Participants
- 59th
- Percentile by assets
- $377,333
- Avg per participant
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.
- 59th percentile by assets (of 127,072 plans)
- #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.
- $10M
- total plan assets (2023 EOY)
- 27
- covered participants
- 59th
- percentile by assets (of 127,072 plans)
- $377,333
- avg assets per participant
Resource Wise Holdings, Inc. across 2 plan years on file
Across the 2 plan years Resource Wise Holdings, Inc. has on file (2023-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 35.1%, while reported participants moved from 27 to 30 (+11.1%).
Resource Wise Holdings, Inc. multi-year asset trail
| 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 EIN | 934018031 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING 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
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Johnson-Melloh Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Johnson-Melloh Employee Stock Ownership …
Multi-year trail
Ways to act on Johnson-Melloh Employee Stock Ownership Plan's numbers.
- By total assets, Johnson-Melloh Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Resource Wise Holdings, Inc.'s sponsor-wide assets have grown 35.1% since 2023 across 2 plan years on file. More Construction plans