ESOP · DOL Form 5500 · 2023

Thouvenot, Wade & Moerchen, Inc. ESOP

Data updated 2026-08-11

$37M
Total assets: 101
Participants: 82nd
Percentile by assets: $364,874
Avg per participant

Official DOL plan name: Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan · Sponsored by Thouvenot, Wade & Moerchen, Inc. · Illinois · Construction

$37M in assets, 101 participants

Thouvenot, Wade & Moerchen, Inc.'s Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan reported $37M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

82nd percentile by assets (of 127,072 plans)
#7,259 in Construction (9,030 peers)

Coverage in Illinois

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan covers 101 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $37M.

$37M
total plan assets (2023 EOY): 101
covered participants: 82nd
percentile by assets (of 127,072 plans): $364,874
avg assets per participant

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan reports 101 participants - about 13% of that state average ($37M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$34M
Net Income	$6M
Employer EIN	371042595
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Thouvenot, Wade & Moerchen, Inc.)

Total plan assets by year, all Thouvenot, Wade & Moerchen, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	225	$49M
2023	2	229	$59M
2024	2	278	$68M

Nearby ESOP Plans in Illinois

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

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

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

Compare Thouvenot, Wade, Moerchen, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan by total assets, not by location.

Tompkins Financial Corporation Employee Stock Ownership Plan (NY) $37M · 907
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust (AK) $37M · 37
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $37M · 1,687
General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust (VA) $37M · 170

Frequently Asked Questions

How did Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan grew sharply - up 18.6% during 2023, from $31M to $37M. Reported net income was $6M.

How have Thouvenot, Wade & Moerchen, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Thouvenot, Wade & Moerchen, Inc.'s sponsor-wide assets grew 39.0%, from $49M to $68M.

Where does Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Tompkins Financial Corporation Employee Stock Ownership Plan in NY ($37M, 907 participants).

Next read for Thouvenot, Wade, Moerchen, Inc. Employee…

Filing takeaways

Ways to act on Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
Thouvenot, Wade & Moerchen, Inc.'s sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Construction plans

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 371042595.