ESOP · DOL Form 5500 · 2023

Eric Mower and Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
140
Participants Small participant base
57th
Percentile by assets National rank
$65,285
Avg per participant Low balance/head
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Official DOL plan name: Mower Employee Stock Ownership Plan · Sponsored by Eric Mower and Associates, Inc. · New York · Professional & Technical Services

$9M in assets, 140 participants

Eric Mower and Associates, Inc.'s Mower Employee Stock Ownership Plan reported $9M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,195 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mower Employee Stock Ownership Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $9M.

#11,195
in Professional & Technical Services (20,321 peers)
+30.8%
assets growth YoY

Mower Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mower Employee Stock Ownership Plan vs every filed plan by assets

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

$9,139,911 Top 43% higher than 57% 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

Mower 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. Mower Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mower Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mower Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mower Employee Stock Ownership Plan reported participants rose from 130 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 150613861 · Eric Mower and Associates, Inc. PY 2023 · ESOP

Mower Employee Stock Ownership Plan · $9M · 140 · 57th

  • EIN $9M
  • EIN 140
  • EIN 57th
  • EIN ESOP
  • EIN near Sohnen Enterprises, Inc. Employee Stock Ownership Plan
  • EIN ind #11195

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 New York →

Mower Employee Stock Ownership Plan in the asset neighbourhood

Central Coating Technologies, Inc. Employee Stock Ownership PlanCentral Coating Technologies…$9MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$9MNldm Employee Stock Ownership PlanNldm Employee Stock Ownershi…$9M
End-of-year total assets ($M) among Mower Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$1M
Net Income$5M
Employer EIN150613861
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eric Mower and Associates, Inc.)

Sponsor-wide plan assets over time

All Eric Mower and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 17.771660705963292% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31M $36.6M ▲ +17.8%
Year Plans Participants Total Assets
2022 2 264 $31M
2023 2 279 $38M
2024 2 240 $37M

Nearby ESOP Plans in New York

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

Mower Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Mower Employee Stock Ownership Plan, Total assets ($M): 9.139911 · Participants: 140Mower Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Mower Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Mower Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Sohnen Enterprises, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Mower Employee Stock Ownership Plan assets move in 2023? ▼
Mower Employee Stock Ownership Plan surged - up 30.8% during 2023, from $7M to $9M. Reported net income was $5M.
How have Eric Mower and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Mower and Associates, Inc.'s sponsor-wide assets grew 17.8%, from $31M to $37M.
Which ESOP plans are similar in size to Mower Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sohnen Enterprises, Inc. Employee Stock Ownership Plan in CA ($9M, 117 participants).
Which ESOP plans cover a similar participant headcount to Mower Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 participants, N/A 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 150613861.

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.