ESOP · DOL Form 5500 · 2023

Mid-America Apartment Communities ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
234
Participants Below avg headcount
69th
Percentile by assets National rank
$71,116
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan · Sponsored by Mid-America Apartment Communities · Tennessee · Real Estate

$17M in assets, 234 participants

Mid-America Apartment Communities's Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan reported $17M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,982 in Real Estate (4,727 peers)

Coverage in Tennessee

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan covers 234 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $17M.

#3,982
in Real Estate (4,727 peers)
-14.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan's outsized position by total assets

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan vs every filed plan by assets

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

$16,641,077 Top 31% higher than 69% 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

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan reported participants fell from 256 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621543819 · Mid-America Apartment Communities PY 2023 · ESOP

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan · $17M · 234 · 69th

  • 5500 $17M
  • ASSETS 234
  • PCT 69th
  • EIN ESOP
  • RANK near Broulim's Employee Stock Ownership Plan
  • PHOTO ind #3982

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 Tennessee →

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in the asset neighbourhood

Pro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$17MBroulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$17MUnited Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$17M
End-of-year total assets ($M) among Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN621543819
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-America Apartment Communities)

Sponsor-wide plan assets over time

All Mid-America Apartment Communities plans reported in each filing year

Latest sponsor-wide plan assets
$163M 28.91645739203887% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $126M $163M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 2,274 $126M
2023 2 2,296 $144M
2024 2 2,271 $163M

Nearby ESOP Plans in Tennessee

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

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan, Total assets ($M): 16.641077 · Participants: 234Mid-America Apartment Communities, Inc. Employees' Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Broulim's Employee Stock Ownership Plan in ID ($17M); by covered participants it is American Vision Windows, Inc. ESOP in CA (234 participants). Same-state nearby plans are listed separately above.

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 Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan assets move in 2023?
Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan pulled back noticeably - down 14.3% during 2023, from $19M to $17M. Reported net income was -$3M.
How have Mid-America Apartment Communities plan assets changed over time?
Across 3 plan years on file (2022-2024), Mid-America Apartment Communities's sponsor-wide assets grew 28.9%, from $126M to $163M.
Which ESOP plans are similar in size to Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Broulim's Employee Stock Ownership Plan in ID ($17M, 580 participants).
Which ESOP plans cover a similar participant headcount to Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is American Vision Windows, Inc. ESOP in CA (234 participants, $17M in assets).