ESOP · DOL Form 5500 · 2023

Allgeier, Martin & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
118
Participants Small participant base
32nd
Percentile by assets National rank
$18,769
Avg per participant Low balance/head
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Official DOL plan name: Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Allgeier, Martin & Associates, Inc. · Missouri · Professional & Technical Services

$2M in assets, 118 participants

Allgeier, Martin & Associates, Inc.'s Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,645 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan covers 118 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#5,645
in Professional & Technical Services (20,321 peers)
-15.4%
assets change YoY

The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,214,782 32nd percentile higher than 32% 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

Allgeier, Martin & Associates, Inc. Employee 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. Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported net income fell from -$46K in the plan year 2022 filing to -$404K in the plan year 2023 filing.
  • Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 113 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431146318 · Allgeier, Martin & Associates, Inc. PY 2023 · ESOP

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · $2M · 118 · 32nd

  • BOOK $2M
  • BOOK 118
  • BOOK 32nd
  • BOOK ESOP
  • BOOK near Henry Doneger Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #5645

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 →

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dix.Hite ESOP and Trust$2MKimball Management Corporation Employee Stock Ownership PlanKimball Management Corporati…$2MAllgeier, Martin & Associates, Inc. Employee Stock Ownership PlanAllgeier, Martin & Associate…$2MHenry Doneger Associates, Inc. Employee Stock Ownership PlanHenry Doneger Associates, In…$2MEmployee Stock Ownership Plan and Trust of Twi Group, Inc.Employee Stock Ownership Pla…$2M
End-of-year total assets ($M) among Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$404K
Employer EIN431146318
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allgeier, Martin & Associates, Inc.)

Sponsor-wide plan assets over time

All Allgeier, Martin & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 31.766731381044682% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $48.5M $63.9M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 234 $49M
2023 2 251 $59M
2024 2 261 $64M

Nearby ESOP Plans in Missouri

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

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002214782 · Participants: 118Allgeier, Martin & Associates, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Henry Doneger Associates, Inc. Employee Stock Ownership Plan in NY ($2M); by covered participants it is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan declined sharply - down 15.4% during 2023, from $3M to $2M. Reported net income was -$404K.
How have Allgeier, Martin & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allgeier, Martin & Associates, Inc.'s sponsor-wide assets grew 31.8%, from $49M to $64M.
Which ESOP plans are similar in size to Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Henry Doneger Associates, Inc. Employee Stock Ownership Plan in NY ($2M, 28 participants).
Which ESOP plans cover a similar participant headcount to Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants, $6M 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 431146318.

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.