ESOP · DOL Form 5500 · 2023

Thouvenot, Wade & Moerchen, Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
101
Participants Small participant base
82nd
Percentile by assets National rank
$364,874
Avg per participant High balance/head
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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.

  • #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.

#7,259
in Construction (9,030 peers)
+18.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan's outsized position by total assets

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$36,852,256 Top 18% higher than 82% 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

Thouvenot, Wade, Moerchen, 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. Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 371042595 · Thouvenot, Wade & Moerchen, Inc. PY 2023 · ESOP

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan · $37M · 101 · 82nd

  • EBSA $37M
  • PART 101
  • TYPE 82nd
  • NET ESOP
  • BOOK near Tompkins Financial Corporation Employee Stock Ownership Plan
  • VS-ST ind #7259

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 →

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tompkins Financial Corporation Employee Stock Ownership PlanTompkins Financial Corporati…$37MThouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$37MCornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. E…$37MMulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$37MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$37M
End-of-year total assets ($M) among Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN371042595
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Thouvenot, Wade & Moerchen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 38.9877248624428% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49M $68.2M ▲ +39.0%
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 Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.036852256 · Participants: 101Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanAmsted 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
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Tompkins Financial Corporation Employee Stock Ownership Plan in NY ($37M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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.

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).
Which ESOP plans cover a similar participant headcount to Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.