ESOP · DOL Form 5500 · 2023
Otto-Meyer, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $132,923
- Avg per participant Near avg balance/head
Official DOL plan name: Otto-Meyer, Inc. Employee Stock Ownership Plan · Sponsored by Otto-Meyer, Inc. · Indiana · Construction
$8M in assets, 58 participants
Otto-Meyer, Inc.'s Otto-Meyer, Inc. Employee Stock Ownership Plan reported $8M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #4,643 in Construction (9,030 peers)
Otto-Meyer, Inc. multi-year trail
Otto-Meyer, Inc.'s plans moved +118.7% in assets from 2022 to 2024; this filing shows Otto-Meyer, Inc. Employee Stock Ownership Plan at $8M / 58 participants.
- #4,643
- in Construction (9,030 peers)
- +54.3%
- assets growth YoY
Otto-Meyer, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Otto-Meyer, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,709,546 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Otto-Meyer, 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. Otto-Meyer, Inc. Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Otto-Meyer, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Otto-Meyer, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Otto-Meyer, Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 58 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351533500 · Otto-Meyer, Inc. PY 2023 · ESOP
Otto-Meyer, Inc. Employee Stock Ownership Plan · $8M · 58 · 53rd
- PART $8M
- PART 58
- PART 53rd
- PART ESOP
- PART near Environmental Business Specialists Employee Stock Ownership Plan
- PART ind #4643
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 Indiana →
Otto-Meyer, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Otto-Meyer, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Otto-Meyer, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 118.74499759884745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $5M |
| 2023 | 1 | 58 | $8M |
| 2024 | 1 | 58 | $11M |
Otto-Meyer, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 351533500 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Otto-Meyer, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Environmental Business Specialists Employee Stock Ownership Plan in LA ($8M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Environmental Business Specialists Employee Stock Ownership Plan (LA) $8M · 29
- Teoc, Inc. Employee Stock Ownership Plan (CA) $8M · 41
- Gerding Companies, Inc. Employee Stock Ownership Plan and Trust (OR) $8M · 93
- Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust (VA) $8M · 358
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- First Union Financial Corporation Employee Stock Ownership Plan (AR) 58 · 0 off
- Carpet and Wood Floor Liquidators Employee Stock Ownership Plan (MD) 58 · 0 off
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) 58 · 0 off
- Wph Employee Stock Ownership Plan (CA) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.