ESOP · DOL Form 5500 · 2023

Miers Insurance, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
39th
Percentile by assets National rank
$139,300
Avg per participant Near avg balance/head
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Official DOL plan name: Miers Insurance, Inc. Employee Stock Ownership Plan · Sponsored by Miers Insurance, Inc. · Pennsylvania · Finance & Insurance

$4M in assets, 26 participants

Miers Insurance, Inc.'s Miers Insurance, Inc. Employee Stock Ownership Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,395 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Miers Insurance, Inc. Employee Stock Ownership Plan holds $4M for 26 participants - about $139,300 per participant, in the lower half of filed plans by assets.

#2,395
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY

Miers Insurance, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Miers Insurance, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,621,801 39th percentile higher than 39% 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

Miers Insurance, Inc. 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. Miers Insurance, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miers Insurance, Inc. Employee Stock Ownership Plan reported net income fell from $226K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • Miers Insurance, Inc. Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Miers Insurance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232119533 · Miers Insurance, Inc. PY 2023 · ESOP

Miers Insurance, Inc. Employee Stock Ownership Plan · $4M · 26 · 39th

  • PART $4M
  • PART 26
  • PART 39th
  • PART ESOP
  • PART near Peoplessouth Bancshares, Inc. Employee Stock Ownership Plan
  • PART ind #2395

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 Pennsylvania →

Miers Insurance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Winter-Dent & Company Employee Stock Ownership PlanWinter-Dent & Company Employ…$4MMiers Insurance, Inc. Employee Stock Ownership PlanMiers Insurance, Inc. Employ…$4MPeoplessouth Bancshares, Inc. Employee Stock Ownership PlanPeoplessouth Bancshares, Inc…$4MVsf/Ever Fresh Employee Stock Ownership PlanVsf/Ever Fresh Employee Stoc…$4MFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$4M
End-of-year total assets ($M) among Miers Insurance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$47K
Employer EIN232119533
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miers Insurance, Inc.)

Sponsor-wide plan assets over time

All Miers Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.764018856961092% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.57M $3.85M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 26 $4M
2024 1 27 $4M

Nearby ESOP Plans in Pennsylvania

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

Miers Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Miers Insurance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003621801 · Participants: 26Miers Insurance, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Miers Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Miers Insurance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Miers Insurance, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Peoplessouth Bancshares, Inc. Employee Stock Ownership Plan in GA ($4M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Miers Insurance, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Miers Insurance, Inc. Employee Stock Ownership Plan edged up modestly - up 1.3% during 2023, from $4M to $4M. Reported net income was $47K.
How have Miers Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miers Insurance, Inc.'s sponsor-wide assets grew 7.8%, from $4M to $4M.
Which ESOP plans are similar in size to Miers Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peoplessouth Bancshares, Inc. Employee Stock Ownership Plan in GA ($4M, 143 participants).
Which ESOP plans cover a similar participant headcount to Miers Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 232119533.

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.