ESOP · DOL Form 5500 · 2023

Messinger Mortuary & Chapel, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
64
Participants Small participant base
50th
Percentile by assets National rank
$101,918
Avg per participant Below avg balance/head
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Official DOL plan name: Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · Sponsored by Messinger Mortuary & Chapel, Inc. · Arizona · Other Services

$7M in assets, 64 participants

Messinger Mortuary & Chapel, Inc.'s Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported $7M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,488 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust ranks #5,488 of 7,857 2023 filers by assets (308% of the sector average)-$7M for 64 participants.

#5,488
in Other Services (7,857 peers)
+7.9%
assets growth YoY

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's mid-pack asset rank among Other Services and all filers

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs every filed plan by assets

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

$6,522,777 Top 50% higher than 50% 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

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported participants fell from 80 in the plan year 2022 filing to 64 in the plan year 2023 filing.
  • Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported net income rose from $378K in the plan year 2022 filing to $444K in the plan year 2023 filing.
  • Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860146024 · Messinger Mortuary & Chapel, Inc. PY 2023 · ESOP

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · $7M · 64 · 50th

  • RANK $7M
  • RANK 64
  • RANK 50th
  • RANK ESOP
  • RANK near Design Collective, Inc. Employee Stock Ownership Plan
  • RANK ind #5488

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 Arizona →

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in the asset neighbourhood

Bgw Architects II, P.C. Employee Stock Ownership PlanBgw Architects II, P.C. Empl…$7MBoring Business Systems, Inc. Employee Stock Ownership PlanBoring Business Systems, Inc…$7MHarris Civil Engineers Employee Stock Ownership Plan and TrustHarris Civil Engineers Emplo…$7MMessinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustMessinger Mortuary & Chapel,…$7MDesign Collective, Inc. Employee Stock Ownership PlanDesign Collective, Inc. Empl…$7M
End-of-year total assets ($M) among Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$444K
Employer EIN860146024
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Messinger Mortuary & Chapel, Inc.)

Sponsor-wide plan assets over time

All Messinger Mortuary & Chapel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.480038795076783% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.05M $6.56M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 80 $6M
2023 1 64 $7M
2024 1 70 $7M

Nearby ESOP Plans in Arizona

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

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust, Total assets ($B): 0.006522777 · Participants: 64Messinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust side-by-side with 3 peers →

Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Design Collective, Inc. Employee Stock Ownership Plan in MD ($7M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust assets move in 2023? ▼
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust grew at a solid clip - up 7.9% during 2023, from $6M to $7M. Reported net income was $444K.
How have Messinger Mortuary & Chapel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messinger Mortuary & Chapel, Inc.'s sponsor-wide assets grew 8.5%, from $6M to $7M.
Which ESOP plans are similar in size to Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Design Collective, Inc. Employee Stock Ownership Plan in MD ($7M, 80 participants).
Which ESOP plans cover a similar participant headcount to Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 860146024.

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.