ESOP · DOL Form 5500 · 2023
Irwin Broh & Associates, Inc. ESOP
Data updated 2026-08-25
- $773K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $59,461
- Avg per participant Low balance/head
Official DOL plan name: Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Irwin Broh & Associates, Inc. · Illinois · Administrative & Support Services
$773K in assets, 13 participants
Irwin Broh & Associates, Inc.'s Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust reported $773K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,914 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust ranks #1,914 of 4,372 2023 filers by assets (3733% of the sector average)-$773K for 13 participants.
- #1,914
- in Administrative & Support Services (4,372 peers)
- -34.0%
- assets change YoY
The plan reported a net loss of $398K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$772,992 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $172K in the plan year 2022 filing to -$398K in the plan year 2023 filing.
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2022 filing to $773K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362728376 · Irwin Broh & Associates, Inc. PY 2023 · ESOP
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust · $773K · 13 · 21st
- ASSETS $773K
- PCT 13
- EIN 21st
- RANK ESOP
- PHOTO near Campbell Construction Jc, Inc. Employee Stock Ownership Plan
- IND ind #1914
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 →
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $773K |
| Net Income | -$398K |
| Employer EIN | 362728376 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Irwin Broh & Associates, Inc.)
Sponsor-wide plan assets over time
All Irwin Broh & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $165K 85.91053789296791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $1M |
| 2023 | 1 | 13 | $773K |
| 2024 | 1 | 12 | $165K |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Campbell Construction Jc, Inc. Employee Stock Ownership Plan in WI ($773K); by covered participants it is Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates in VA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($773K here).
- Campbell Construction Jc, Inc. Employee Stock Ownership Plan (WI) $773K · 55
- Fluidyne Engineering Corporation Employee Stock Ownership Plan (MN) $775K · 14
- Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership Plan (TX) $776K · 19
- Intermountain Electric Service Employee Stock Ownership Plan and Trust (WA) $769K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates (VA) 13 · 0 off
- Quintus, Inc. Employee Stock Ownership Plan (AZ) 13 · 0 off
- Kansas-Oklahoma Machine Tools, Inc. Employee Stock Ownership Plan (KS) 13 · 0 off
- Intrepid Capital Corporation Employee Stock Ownership Plan (FL) 13 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.