ESOP · DOL Form 5500 · 2023

The Miami Corporation ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
64
Participants Small participant base
60th
Percentile by assets National rank
$164,072
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Miami Corporation Employee Stock Ownership Plan · Sponsored by The Miami Corporation · Ohio · Wholesale Trade

$11M in assets, 64 participants

The Miami Corporation's The Miami Corporation Employee Stock Ownership Plan reported $11M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,281 in Wholesale Trade (6,309 peers)

The Miami Corporation multi-year trail

The Miami Corporation's plans moved -65.1% in assets from 2022 to 2024; this filing shows The Miami Corporation Employee Stock Ownership Plan at $11M / 64 participants.

#3,281
in Wholesale Trade (6,309 peers)
-20.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Miami Corporation Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

The Miami Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$10,500,626 Top 40% higher than 60% 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

The Miami Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Miami Corporation Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Miami Corporation Employee Stock Ownership Plan reported net income fell from $335K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • The Miami Corporation Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Miami Corporation Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310375880 · The Miami Corporation PY 2023 · ESOP

The Miami Corporation Employee Stock Ownership Plan · $11M · 64 · 60th

  • EIN $11M
  • EIN 64
  • EIN 60th
  • EIN ESOP
  • EIN near Healthcare Management Solutions Employee Stock Ownership Plan
  • EIN ind #3281

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 Ohio →

The Miami Corporation Employee Stock Ownership Plan in the asset neighbourhood

Keltech, Inc. Employee Stock Ownership PlanKeltech, Inc. Employee Stock…$11MKurtz Bros. Employee Stock Ownership PlanKurtz Bros. Employee Stock O…$11MAlamon, Inc. ESOP & Profit Sharing PlanAlamon, Inc. ESOP & Profit S…$11MThe Miami Corporation Employee Stock Ownership PlanThe Miami Corporation Employ…$11MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$11M
End-of-year total assets ($M) among The Miami Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Miami Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Miami Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 65.11235345395637% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $13.2M $4.59M ▼ -65.1%
Year Plans Participants Total Assets
2022 1 54 $13M
2023 1 64 $11M
2024 1 67 $5M

The Miami Corporation filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN310375880
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

The Miami Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Miami Corporation Employee Stock Ownership Plan, Total assets ($B): 0.010500626 · Participants: 64The Miami Corporation Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Miami Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Miami Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Miami Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Healthcare Management Solutions Employee Stock Ownership Plan in WV ($11M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 The Miami Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Miami Corporation Employee Stock Ownership Plan declined sharply - down 20.3% during 2023, from $13M to $11M. Reported net income was -$3M.
How have The Miami Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Miami Corporation's sponsor-wide assets declined 65.1%, from $13M to $5M.
Which ESOP plans are similar in size to The Miami Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Healthcare Management Solutions Employee Stock Ownership Plan in WV ($11M, 139 participants).
Which ESOP plans cover a similar participant headcount to The Miami Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 310375880.

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.