ESOP · DOL Form 5500 · 2023

Immi Holdings, Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
564
Participants Below avg headcount
87th
Percentile by assets National rank
$102,305
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Immi Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Immi Holdings, Inc. · Indiana · Manufacturing

$58M in assets, 564 participants

Immi Holdings, Inc.'s Immi Holdings, Inc. Employee Stock Ownership Plan reported $58M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,155 in Manufacturing (18,722 peers)

Where Immi Holdings, Inc. Employee Stock Ownership Plan sits by assets

Immi Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 564 participants (~$102,305/participant), up 167.1% in 2023.

#15,155
in Manufacturing (18,722 peers)
+167.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Immi Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Immi Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$57,700,000 Top 13% higher than 87% 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

Immi Holdings, 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. Immi Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Immi Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Immi Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$92M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Immi Holdings, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 564 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475385779 · Immi Holdings, Inc. PY 2023 · ESOP

Immi Holdings, Inc. Employee Stock Ownership Plan · $58M · 564 · 87th

  • SCH $58M
  • SCH 564
  • SCH 87th
  • SCH ESOP
  • SCH near Thalhimer, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #15155

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 →

Immi Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Peak Holdings Corporation Employee Stock Ownership PlanThe Peak Holdings Corporatio…$58MSeverson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$58MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$58M
End-of-year total assets ($M) among Immi Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)-$44M
Net Income$44M
Employer EIN475385779
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immi Holdings, Inc.)

Sponsor-wide plan assets over time

All Immi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 305.0925925925926% vs 2022
2024 filing year
$0M$20M$40M$60M$80M$100M 202220232024 $21.6M $87.5M ▲ +305.1%
Year Plans Participants Total Assets
2022 1 N/A $22M
2023 1 564 $58M
2024 1 618 $88M

Nearby ESOP Plans in Indiana

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

Immi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Immi Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0577 · Participants: 564Immi Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Immi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Immi Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Immi Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M); by covered participants it is Van Horn Automotive Group, Inc. Employee Stock Ownership Plan in WI (564 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 Immi Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Immi Holdings, Inc. Employee Stock Ownership Plan surged - up 167.1% during 2023, from $22M to $58M. Reported net income was $44M.
How have Immi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Immi Holdings, Inc.'s sponsor-wide assets grew 305.1%, from $22M to $88M.
Where does Immi Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Immi Holdings, Inc. Employee Stock Ownership Plan ranks in the 87th 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 Immi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M, 319 participants).
Which ESOP plans cover a similar participant headcount to Immi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Van Horn Automotive Group, Inc. Employee Stock Ownership Plan in WI (564 participants, $57M 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 475385779.

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.