ESOP · DOL Form 5500 · 2023

Illinois Oil Marketing Equipment, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
38th
Percentile by assets National rank
$58,732
Avg per participant Low balance/head
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Official DOL plan name: Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II · Sponsored by Illinois Oil Marketing Equipment, Inc. · Illinois · Construction

$3M in assets, 59 participants

Illinois Oil Marketing Equipment, Inc.'s Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II reported $3M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,239 in Construction (9,030 peers)

Illinois Oil Marketing Equipment, Inc. multi-year trail

Illinois Oil Marketing Equipment, Inc.'s plans moved +84.7% in assets from 2022 to 2024; this filing shows Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II at $3M / 59 participants.

#3,239
in Construction (9,030 peers)
+16.5%
assets growth YoY

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II's mid-pack asset rank among Construction and all filers

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II vs every filed plan by assets

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

$3,465,178 38th percentile higher than 38% 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

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II reported net income fell from $421K in the plan year 2022 filing to $283K in the plan year 2023 filing.
  • Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II reported participants rose from 58 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 370843001 · Illinois Oil Marketing Equipment, Inc. PY 2023 · ESOP

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II · $3M · 59 · 38th

  • EOY $3M
  • 5500 59
  • ASSETS 38th
  • PCT ESOP
  • EIN near Morrissey, Inc. Employee Stock Ownership Plan
  • RANK ind #3239

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 →

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II in the asset neighbourhood

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust IIIllinois Oil Marketing Equip…$3MESOP of Valley Bank of Ronan$3MMorrissey, Inc. Employee Stock Ownership PlanMorrissey, Inc. Employee Sto…$3MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$3MFast Electrical Contractors, Inc. Employee Stock Ownership PlanFast Electrical Contractors,…$3M
End-of-year total assets ($M) among Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois Oil Marketing Equipment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Illinois Oil Marketing Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 84.6954937759065% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $23.2M ▲ +84.7%
Year Plans Participants Total Assets
2022 2 116 $13M
2023 2 118 $15M
2024 2 128 $23M

Illinois Oil Marketing Equipment, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$283K
Employer EIN370843001
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II, Total assets ($B): 0.003465178 · Participants: 59Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust IIAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II vs. nearby ESOP plans in Illinois, assets vs. participants

Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Morrissey, Inc. Employee Stock Ownership Plan in MN ($3M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 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 Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II assets move in 2023?
Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II grew sharply - up 16.5% during 2023, from $3M to $3M. Reported net income was $283K.
How have Illinois Oil Marketing Equipment, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Illinois Oil Marketing Equipment, Inc.'s sponsor-wide assets grew 84.7%, from $13M to $23M.
Which ESOP plans are similar in size to Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II?
Among ESOP plans in other states, the closest by assets is Morrissey, Inc. Employee Stock Ownership Plan in MN ($3M, 85 participants).
Which ESOP plans cover a similar participant headcount to Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust II?
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M in assets).