ESOP · DOL Form 5500 · 2022

Electronic Business Machines, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$164,265
Avg per participant Above avg balance/head
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Official DOL plan name: Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Electronic Business Machines, Inc. · Kentucky · Professional & Technical Services

$2M in assets, 10 participants

Electronic Business Machines, Inc.'s Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,892 in Professional & Technical Services (21,562 peers)

Electronic Business Machines, Inc. multi-year trail

Electronic Business Machines, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement at $2M / 10 participants.

#5,892
in Professional & Technical Services (21,562 peers)
+13.8%
assets growth YoY

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$1,642,649 31st percentile higher than 31% 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

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 610711589 · Electronic Business Machines, Inc. PY 2022 · ESOP

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · $2M · 10 · 31st

  • BOOK $2M
  • BOOK 10
  • BOOK 31st
  • BOOK ESOP
  • BOOK near Baxter Employee Stock Ownership Plan
  • BOOK ind #5892

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 Kentucky →

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementElectronic Business Machines…$2MBaxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MIncom Mechanical Inc. Employee Stock Ownership Plan and TrustIncom Mechanical Inc. Employ…$2MJ & K Security Solutions, Inc. Employee Stock Ownership PlanJ & K Security Solutions, In…$2MHendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$2M
End-of-year total assets ($M) among Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Electronic Business Machines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Electronic Business Machines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.75263492078953% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.64M $2.72M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $3M

Electronic Business Machines, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$199K
Employer EIN610711589
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.001642649 · Participants: 10Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Baxter Employee Stock Ownership Plan in MA ($2M); by covered participants it is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2022? ▼
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement grew at a solid clip - up 13.8% during 2022, from $1M to $2M. Reported net income was $199K.
How have Electronic Business Machines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electronic Business Machines, Inc.'s sponsor-wide assets grew 65.8%, from $2M to $3M.
Which ESOP plans are similar in size to Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Baxter Employee Stock Ownership Plan in MA ($2M, 13 participants).
Which ESOP plans cover a similar participant headcount to Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants, N/A 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 610711589.

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.