ESOP · DOL Form 5500 · 2023

Goelzer Investment Management, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
45th
Percentile by assets National rank
$154,705
Avg per participant Above avg balance/head
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Official DOL plan name: Goelzer Employee Stock Ownership Plan · Sponsored by Goelzer Investment Management, Inc. · Indiana · Finance & Insurance

$5M in assets, 33 participants

Goelzer Investment Management, Inc.'s Goelzer Employee Stock Ownership Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,818 in Finance & Insurance (8,869 peers)

Goelzer Investment Management, Inc. multi-year trail

Goelzer Investment Management, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Goelzer Employee Stock Ownership Plan at $5M / 33 participants.

#2,818
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY

Goelzer Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Goelzer Employee Stock Ownership Plan vs every filed plan by assets

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

$5,105,256 45th percentile higher than 45% 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

Goelzer 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. Goelzer Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goelzer Employee Stock Ownership Plan reported net income rose from -$229K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • Goelzer Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Goelzer Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352030275 · Goelzer Investment Management, Inc. PY 2023 · ESOP

Goelzer Employee Stock Ownership Plan · $5M · 33 · 45th

  • EBSA $5M
  • PART 33
  • TYPE 45th
  • NET ESOP
  • BOOK near Hemet Bancorp Employee Stock Ownership Plan
  • VS-ST ind #2818

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 Indiana →

Goelzer Employee Stock Ownership Plan in the asset neighbourhood

Goelzer Employee Stock Ownership PlanGoelzer Employee Stock Owner…$5MHemet Bancorp Employee Stock Ownership PlanHemet Bancorp Employee Stock…$5MFitzwater Holding Group Employee Stock Ownership PlanFitzwater Holding Group Empl…$5MFab Tec Company Employee Stock Ownership PlanFab Tec Company Employee Sto…$5MMiddleton & Company, Inc. Employee Stock Ownership PlanMiddleton & Company, Inc. Em…$5M
End-of-year total assets ($M) among Goelzer Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Goelzer Investment Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Goelzer Investment Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 46.08166046700842% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $17.6M ▲ +46.1%
Year Plans Participants Total Assets
2022 2 62 $12M
2023 2 70 $15M
2024 2 71 $18M

Goelzer Investment Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$490K
Employer EIN352030275
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Goelzer Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Goelzer Employee Stock Ownership Plan, Total assets ($B): 0.005105256 · Participants: 33Goelzer Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Goelzer Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Goelzer Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Hemet Bancorp Employee Stock Ownership Plan in CA ($5M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Goelzer Employee Stock Ownership Plan assets move in 2023? ▼
Goelzer Employee Stock Ownership Plan grew sharply - up 19.8% during 2023, from $4M to $5M. Reported net income was $490K.
How have Goelzer Investment Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goelzer Investment Management, Inc.'s sponsor-wide assets grew 46.1%, from $12M to $18M.
Which ESOP plans are similar in size to Goelzer Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hemet Bancorp Employee Stock Ownership Plan in CA ($5M, 94 participants).
Which ESOP plans cover a similar participant headcount to Goelzer Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (33 participants, $10M 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 352030275.

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.