ESOP · DOL Form 5500 · 2023
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $38,705
- Avg per participant Low balance/head
Official DOL plan name: Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan · Sponsored by Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) · Illinois · Finance & Insurance
$4M in assets, 97 participants
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.)'s Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan reported $4M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,436 in Finance & Insurance (8,869 peers)
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) multi-year trail
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.)'s plans moved -69.8% in assets from 2022 to 2024; this filing shows Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan at $4M / 97 participants.
- #2,436
- in Finance & Insurance (8,869 peers)
- -71.6%
- assets change YoY
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,754,368 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan reported net income rose from -$10M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2022 filing to 97 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 363118653 · Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) PY 2023 · ESOP
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan · $4M · 97 · 39th
- TYPE $4M
- TYPE 97
- TYPE 39th
- TYPE ESOP
- TYPE near J Davis Architects, PC Employee Stock Ownership Plan
- TYPE ind #2436
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 Illinois →
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan in the asset neighbourhood
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) multi-year asset trail
Sponsor-wide plan assets over time
All Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 69.75634755873737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 192 | $13M |
| 2023 | 1 | 97 | $4M |
| 2024 | 2 | 156 | $4M |
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$9M |
| Employer EIN | 363118653 |
| Plan Effective Date | 2004-12-15 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Ipmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is J Davis Architects, PC Employee Stock Ownership Plan in NC ($4M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 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.