ESOP · DOL Form 5500 · 2022

Edm Incorporated ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
27th
Percentile by assets National rank
$61,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edm Incorporated Employee Stock Ownership Plan · Sponsored by Edm Incorporated · Missouri · Professional & Technical Services

$1M in assets, 20 participants

Edm Incorporated's Edm Incorporated Employee Stock Ownership Plan reported $1M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,031 in Professional & Technical Services (21,562 peers)

Edm Incorporated multi-year trail

Edm Incorporated's plans moved +27.3% in assets from 2022 to 2024; this filing shows Edm Incorporated Employee Stock Ownership Plan at $1M / 20 participants.

#5,031
in Professional & Technical Services (21,562 peers)
-2.3%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edm Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets

Edm Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$1,221,399 27th percentile higher than 27% 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

Edm Incorporated 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. Edm Incorporated Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 431007373 · Edm Incorporated PY 2022 · ESOP

Edm Incorporated Employee Stock Ownership Plan · $1M · 20 · 27th

  • 5500 $1M
  • ASSETS 20
  • PCT 27th
  • EIN ESOP
  • RANK near Todd Construction, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #5031

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 Missouri →

Edm Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Wetzel-Valley Agencies, Inc. Employee Stock Ownership PlanWetzel-Valley Agencies, Inc.…$1MEdm Incorporated Employee Stock Ownership PlanEdm Incorporated Employee St…$1MTodd Construction, Inc. Employee Stock Ownership Plan and TrustTodd Construction, Inc. Empl…$1MLife Ambulance Service, Inc. Employee Stock Ownership PlanLife Ambulance Service, Inc.…$1MNeri Contractors & Excavators, Inc. Employee Stock Ownership Plan and TrustNeri Contractors & Excavator…$1M
End-of-year total assets ($M) among Edm Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Edm Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Edm Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.254476208148848% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.54M $7.05M ▲ +27.3%
Year Plans Participants Total Assets
2022 2 42 $6M
2023 2 42 $6M
2024 2 42 $7M

Edm Incorporated filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$34K
Employer EIN431007373
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Edm Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Edm Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.001221399 · Participants: 20Edm Incorporated Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Edm Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Edm Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Edm Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($1M); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Edm Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
Edm Incorporated Employee Stock Ownership Plan edged down modestly - down 2.3% during 2022, from $1M to $1M. Reported net income was -$34K.
How have Edm Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edm Incorporated's sponsor-wide assets grew 27.3%, from $6M to $7M.
Which ESOP plans are similar in size to Edm Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($1M, 62 participants).
Which ESOP plans cover a similar participant headcount to Edm Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants, $4M 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 431007373.

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.