ESOP · DOL Form 5500 · 2023

Imi Management, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
199
Participants Below avg headcount
80th
Percentile by assets National rank
$156,628
Avg per participant Above avg balance/head
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Official DOL plan name: Imi Management, Inc. Employee Stock Ownership Plan · Sponsored by Imi Management, Inc. · Illinois · Construction

$31M in assets, 199 participants

Imi Management, Inc.'s Imi Management, Inc. Employee Stock Ownership Plan reported $31M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,054 in Construction (9,030 peers)

Coverage in Illinois

Imi Management, Inc. Employee Stock Ownership Plan covers 199 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#7,054
in Construction (9,030 peers)
+152.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$31,169,021 Top 20% higher than 80% 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

Imi Management, 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. Imi Management, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imi Management, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Imi Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Imi Management, Inc. Employee Stock Ownership Plan reported participants rose from 161 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263757179 · Imi Management, Inc. PY 2023 · ESOP

Imi Management, Inc. Employee Stock Ownership Plan · $31M · 199 · 80th

  • RANK $31M
  • RANK 199
  • RANK 80th
  • RANK ESOP
  • RANK near Burlington Graphics Systems, Inc. Employee Stock Ownership Plan
  • RANK ind #7054

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 →

Imi Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aba-Pgt, Inc. Employee Stock Ownership PlanAba-Pgt, Inc. Employee Stock…$31MImi Management, Inc. Employee Stock Ownership PlanImi Management, Inc. Employe…$31MBurlington Graphics Systems, Inc. Employee Stock Ownership PlanBurlington Graphics Systems,…$31MRyba Marine Construction Co. Employee Stock Ownership PlanRyba Marine Construction Co.…$31MThe Southern Software, Inc. Employee Stock Ownership PlanThe Southern Software, Inc. …$31M
End-of-year total assets ($M) among Imi Management, 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)$12M
Net Assets (End of Year)$25M
Net Income$19M
Employer EIN263757179
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Imi Management, Inc.)

Sponsor-wide plan assets over time

All Imi Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 270.62924771919137% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $25.3M $93.8M ▲ +270.6%
Year Plans Participants Total Assets
2022 2 368 $25M
2023 2 450 $49M
2024 2 549 $94M

Nearby ESOP Plans in Illinois

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

Imi Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Imi Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031169021 · Participants: 199Imi Management, 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
Imi Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Imi Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Burlington Graphics Systems, Inc. Employee Stock Ownership Plan in WI ($31M); by covered participants it is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Imi Management, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Imi Management, Inc. Employee Stock Ownership Plan surged - up 152.5% during 2023, from $12M to $31M. Reported net income was $19M.
How have Imi Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imi Management, Inc.'s sponsor-wide assets grew 270.6%, from $25M to $94M.
Where does Imi Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Imi Management, Inc. Employee Stock Ownership Plan ranks in the 80th 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 Imi Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burlington Graphics Systems, Inc. Employee Stock Ownership Plan in WI ($31M, 140 participants).
Which ESOP plans cover a similar participant headcount to Imi Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants, $12M 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 263757179.

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.