ESOP · DOL Form 5500 · 2023

Howard Immel, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
45
Participants Small participant base
66th
Percentile by assets National rank
$309,742
Avg per participant High balance/head
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Official DOL plan name: Howard Immel, Inc. Employee Stock Ownership Plan · Sponsored by Howard Immel, Inc. · Wisconsin · Construction

$14M in assets, 45 participants

Howard Immel, Inc.'s Howard Immel, Inc. Employee Stock Ownership Plan reported $14M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,818 in Construction (9,030 peers)

Howard Immel, Inc. multi-year trail

Howard Immel, Inc.'s plans moved +27.1% in assets from 2022 to 2024; this filing shows Howard Immel, Inc. Employee Stock Ownership Plan at $14M / 45 participants.

#5,818
in Construction (9,030 peers)
+1.7%
assets growth YoY

Howard Immel, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Howard Immel, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,938,400 Top 34% higher than 66% 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

Howard Immel, 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. Howard Immel, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howard Immel, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $974K in the plan year 2023 filing.
  • Howard Immel, Inc. Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Howard Immel, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390982299 · Howard Immel, Inc. PY 2023 · ESOP

Howard Immel, Inc. Employee Stock Ownership Plan · $14M · 45 · 66th

  • SCH $14M
  • EBSA 45
  • PART 66th
  • TYPE ESOP
  • NET near Blue Grass Metals, Inc. Employee Stock Ownership Plan
  • BOOK ind #5818

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 Wisconsin →

Howard Immel, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Security State Corporation Employee Stock Ownership PlanSecurity State Corporation E…$14MThe Bennington State Bank Employee Stock Ownership Plan and TrustThe Bennington State Bank Em…$14MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$14MGeneral Aire Systems Employee Stock Ownership PlanGeneral Aire Systems Employe…$14M
End-of-year total assets ($M) among Howard Immel, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Howard Immel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Howard Immel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.117438371530977% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.7M $17.4M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 41 $14M
2023 1 45 $14M
2024 1 42 $17M

Howard Immel, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$3M
Net Income$974K
Employer EIN390982299
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Howard Immel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Howard Immel, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0139384 · Participants: 45Howard Immel, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Howard Immel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Howard Immel, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($14M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Howard Immel, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Howard Immel, Inc. Employee Stock Ownership Plan edged up modestly - up 1.7% during 2023, from $14M to $14M. Reported net income was $974K.
How have Howard Immel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Immel, Inc.'s sponsor-wide assets grew 27.1%, from $14M to $17M.
Which ESOP plans are similar in size to Howard Immel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($14M, 48 participants).
Which ESOP plans cover a similar participant headcount to Howard Immel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 390982299.

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.