ESOP · DOL Form 5500 · 2023
Ducharme, Mcmillen & Associates, Inc. ESOP
Data updated 2026-08-11
- $135M
- Total assets
- 558
- Participants
- 93rd
- Percentile by assets
- $242,635
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $135M
- total plan assets (2023 EOY)
- 558
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $242,635
- avg assets per participant
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.
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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.)
| 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.
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Ducharme, Mcmillen & Associates, Inc.'s sponsor-wide assets have grown 65.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans