ESOP · DOL Form 5500 · 2023

Ermco, Inc. ESOP

Data updated 2026-08-25

$90M
Total assets Below avg plan size
120
Participants Small participant base
90th
Percentile by assets National rank
$747,389
Avg per participant High balance/head
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Official DOL plan name: Ermco, Inc. Employee Stock Ownership Plan · Sponsored by Ermco, Inc. · Indiana · Construction

$90M in assets, 120 participants

Ermco, Inc.'s Ermco, Inc. Employee Stock Ownership Plan reported $90M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,014 in Construction (9,030 peers)

Coverage in Indiana

Ermco, Inc. Employee Stock Ownership Plan covers 120 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $90M.

#8,014
in Construction (9,030 peers)
+36.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$89,686,628 Top 10% higher than 90% 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

Ermco, 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. Ermco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ermco, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ermco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $66M in the plan year 2022 filing to $90M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351071084 · Ermco, Inc. PY 2023 · ESOP

Ermco, Inc. Employee Stock Ownership Plan · $90M · 120 · 90th

  • RANK $90M
  • PHOTO 120
  • IND 90th
  • EOY ESOP
  • 5500 near W. Lease Lewis Company Employee Stock Ownership Plan and Trust
  • ASSETS ind #8014

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 →

Ermco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wiginton Corporation ESOP$90MLift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$90MW. Lease Lewis Company Employee Stock Ownership Plan and TrustW. Lease Lewis Company Emplo…$90MErmco, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock O…$90MR. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$89M
End-of-year total assets ($M) among Ermco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$85M
Net Income$24M
Employer EIN351071084
Plan Effective Date2014-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ermco, Inc.)

Sponsor-wide plan assets over time

All Ermco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$171M 100.13474156431938% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $85.6M $171M ▲ +100.1%
Year Plans Participants Total Assets
2022 2 244 $86M
2023 2 245 $110M
2024 2 248 $171M

Nearby ESOP Plans in Indiana

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

Ermco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Ermco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.089686628 · Participants: 120Ermco, 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
Ermco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Ermco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is W. Lease Lewis Company Employee Stock Ownership Plan and Trust in WA ($90M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Ermco, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ermco, Inc. Employee Stock Ownership Plan surged - up 36.7% during 2023, from $66M to $90M. Reported net income was $24M.
How have Ermco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ermco, Inc.'s sponsor-wide assets grew 100.1%, from $86M to $171M.
Where does Ermco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ermco, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ermco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is W. Lease Lewis Company Employee Stock Ownership Plan and Trust in WA ($90M, 362 participants).
Which ESOP plans cover a similar participant headcount to Ermco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 351071084.

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.