ESOP · DOL Form 5500 · 2023
Ducharme, Mcmillen & Associates, Inc. ESOP
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 558
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $242,635
- Avg per participant Above avg balance/head
Official DOL plan name: Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ducharme, Mcmillen & Associates, Inc. · Indiana · Professional & Technical Services
$135M in assets, 558 participants
Ducharme, Mcmillen & Associates, Inc.'s Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan reported $135M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,162 in Professional & Technical Services (20,321 peers)
Where Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan sits by assets
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $135M for 558 participants (~$242,635/participant), up 35.6% in 2023.
- #19,162
- in Professional & Technical Services (20,321 peers)
- +35.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,390,454 Top 7% higher than 93% 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
Ducharme, Mcmillen & 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. Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (558 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $100M in the plan year 2022 filing to $135M in the plan year 2023 filing.
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 503 in the plan year 2022 filing to 558 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351293472 · Ducharme, Mcmillen & Associates, Inc. PY 2023 · ESOP
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan · $135M · 558 · 93rd
- ASSETS $135M
- ASSETS 558
- ASSETS 93rd
- ASSETS ESOP
- ASSETS near Royal Technologies Corporation Employee Stock Ownership Plan
- ASSETS ind #19162
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 Indiana →
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $36M |
| Employer EIN | 351293472 |
| Plan Effective Date | 1994-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ducharme, Mcmillen & Associates, Inc.)
Sponsor-wide plan assets over time
All Ducharme, Mcmillen & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 65.94945942922959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,005 | $144M |
| 2023 | 2 | 1,126 | $193M |
| 2024 | 2 | 1,251 | $240M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 509
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Royal Technologies Corporation Employee Stock Ownership Plan in MI ($135M); by covered participants it is Shorr Paper Products, Inc. Employee Stock Ownership Plan in IL (558 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- Royal Technologies Corporation Employee Stock Ownership Plan (MI) $135M · 1,049
- Technology Service Corporation Employee Stock Ownership Plan (VA) $135M · 562
- Globe Engineering Co Inc Employee Stock Ownership Plan and Trust (KS) $136M · 236
- Third Federal Savings Associate Stock Ownership Plan (OH) $136M · 976
Similar participant headcount
Nearest other-state filings by covered participants (558 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.