ESOP · DOL Form 5500 · 2023

The Miami Corporation ESOP

Data updated 2026-08-11

$11M
Total assets
64
Participants
60th
Percentile by assets
$164,072
Avg per participant
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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.

  • 60th percentile by assets (of 127,072 plans)
  • #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.

$11M
total plan assets (2023 EOY)
64
covered participants
60th
percentile by assets (of 127,072 plans)
$164,072
avg assets per participant

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.

Where The Miami Corporation Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Industry

The Miami Corporation across 3 plan years on file

Across the 3 plan years The Miami Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $5M, a decline of 65.1%, while reported participants moved from 54 to 67 (+24.1%). Peak year by sponsor assets: 2022 ($13M); trough: 2024 ($5M).

The Miami Corporation multi-year asset trail

$0M$5M$10M$15M 202220232024 $13.2M $4.59M ▼ -65.1%
Total plan assets by year, all The Miami Corporation plans on file
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 ($B) Participants The Miami Corporatio…, Total assets ($B): 0.010500626 · Participants: 64The Miami Corporatio…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
The Miami Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Miami Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for The Miami Corporation Employee Stock Own…

Multi-year trail

Ways to act on The Miami Corporation Employee Stock Ownership Plan's numbers.