ESOP · DOL Form 5500 · 2022

The Elm Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
44th
Percentile by assets National rank
$95,967
Avg per participant Below avg balance/head
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Official DOL plan name: The Elm Group, Inc. Employee Stock Ownership Plan · Sponsored by The Elm Group, Inc. · New Jersey · Professional & Technical Services

$4M in assets, 37 participants

The Elm Group, Inc.'s The Elm Group, Inc. Employee Stock Ownership Plan reported $4M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,861 in Professional & Technical Services (21,562 peers)

The Elm Group, Inc. multi-year trail

The Elm Group, Inc.'s plans moved -82.5% in assets from 2022 to 2024; this filing shows The Elm Group, Inc. Employee Stock Ownership Plan at $4M / 37 participants.

#8,861
in Professional & Technical Services (21,562 peers)
-4.8%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Elm Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Elm Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,550,772 44th percentile higher than 44% 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

The Elm Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Elm Group, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 222962935 · The Elm Group, Inc. PY 2022 · ESOP

The Elm Group, Inc. Employee Stock Ownership Plan · $4M · 37 · 44th

  • TYPE $4M
  • NET 37
  • BOOK 44th
  • VS-ST ESOP
  • BOY near Highland Consulting Associates, Inc. Employee Stock Ownership Plan
  • SCH ind #8861

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 New Jersey →

The Elm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Palmer and Sicard, Inc.Employee Stock Ownership Pla…$4MThe Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$4MHighland Consulting Associates, Inc. Employee Stock Ownership PlanHighland Consulting Associat…$4MESOP of Valley Bank of Ronan$4MHirons & Company Employee Stock Ownership PlanHirons & Company Employee St…$4M
End-of-year total assets ($M) among The Elm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Elm Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Elm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$620K 82.52816570593663% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.55M $0.62M ▼ -82.5%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 44 $3M
2024 1 41 $620K

The Elm Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$105K
Employer EIN222962935
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

The Elm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants The Elm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.550772 · Participants: 37The Elm Group, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
The Elm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare The Elm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Elm Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Highland Consulting Associates, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 The Elm Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Elm Group, Inc. Employee Stock Ownership Plan edged down modestly - down 4.8% during 2022, from $4M to $4M. Reported net income was -$105K.
How have The Elm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Elm Group, Inc.'s sponsor-wide assets declined 82.5%, from $4M to $620K.
Which ESOP plans are similar in size to The Elm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Consulting Associates, Inc. Employee Stock Ownership Plan in OH ($4M, 26 participants).
Which ESOP plans cover a similar participant headcount to The Elm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 222962935.

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.