ESOP · DOL Form 5500 · 2023

The Elm Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
44
Participants Small participant base
38th
Percentile by assets National rank
$78,580
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Elm Group, Inc. Employee Stock Ownership Plan · Sponsored by The Elm Group, Inc. · New Jersey · Professional & Technical Services

$3M in assets, 44 participants

The Elm Group, Inc.'s The Elm Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,099 in Professional & Technical Services (20,321 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 $3M / 44 participants.

#7,099
in Professional & Technical Services (20,321 peers)
-2.6%
assets change YoY

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 2023 · DOL Form 5500

$3,457,540 38th percentile higher than 38% 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

The Elm Group, 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. The Elm Group, Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Elm Group, Inc. Employee Stock Ownership Plan reported net income rose from -$105K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • The Elm Group, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • The Elm Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222962935 · The Elm Group, Inc. PY 2023 · ESOP

The Elm Group, Inc. Employee Stock Ownership Plan · $3M · 44 · 38th

  • VS-ST $3M
  • BOY 44
  • SCH 38th
  • EBSA ESOP
  • PART near Fast Electrical Contractors, Inc. Employee Stock Ownership Plan
  • TYPE ind #7099

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

The Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$3MFast Electrical Contractors, Inc. Employee Stock Ownership PlanFast Electrical Contractors,…$3MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$3MMorrissey, Inc. Employee Stock Ownership PlanMorrissey, Inc. Employee Sto…$3MAmerican Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$3M
End-of-year total assets ($M) among The Elm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$60K
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. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants The Elm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.45754 · Participants: 44The Elm Group, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank 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 Fast Electrical Contractors, Inc. Employee Stock Ownership Plan in TN ($3M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 The Elm Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Elm Group, Inc. Employee Stock Ownership Plan edged down modestly - down 2.6% during 2023, from $4M to $3M. Reported net income was $60K.
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 Fast Electrical Contractors, Inc. Employee Stock Ownership Plan in TN ($3M, 30 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 Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants, $6M 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 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.