ESOP · DOL Form 5500 · 2023

Mundie & Co., Inc. ESOP

Data updated 2026-08-25

$157K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$156,664
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mundie & Company Employee Stock Ownership Plan and Trust · Sponsored by Mundie & Co., Inc. · Illinois · Real Estate

$157K in assets, 1 participants

Mundie & Co., Inc.'s Mundie & Company Employee Stock Ownership Plan and Trust reported $157K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #606 in Real Estate (4,727 peers)

Mundie & Co., Inc. multi-year trail

Mundie & Co., Inc.'s plans moved -95.3% in assets from 2022 to 2024; this filing shows Mundie & Company Employee Stock Ownership Plan and Trust at $157K / 1 participant.

#606
in Real Estate (4,727 peers)
+0.3%
assets growth YoY

Mundie & Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Mundie & Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$156,664 9th percentile higher than 9% 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

Mundie & Company Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mundie & Company Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mundie & Company Employee Stock Ownership Plan and Trust reported net income rose from -$4K in the plan year 2022 filing to $480 in the plan year 2023 filing.
  • Mundie & Company Employee Stock Ownership Plan and Trust reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363168649 · Mundie & Co., Inc. PY 2023 · ESOP

Mundie & Company Employee Stock Ownership Plan and Trust · $157K · 1 · 9th

  • EOY $157K
  • 5500 1
  • ASSETS 9th
  • PCT ESOP
  • EIN near First Independence Corporation Stock Ownership Plan
  • RANK ind #606

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 →

Mundie & Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$157KFirst Independence Corporation Stock Ownership PlanFirst Independence Corporati…$157KPaddy O' Furniture, Inc. Employee Stock Ownership PlanPaddy O' Furniture, Inc. Emp…$155KJackson Tool Sales Inc Employer Stock Ownership PlanJackson Tool Sales Inc Emplo…$159KXl Industrial Services, Inc. Employee Stock Ownership PlanXl Industrial Services, Inc.…$160K
End-of-year total assets ($M) among Mundie & Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mundie & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mundie & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 95.26410376121618% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.01M ▼ -93.8%
Year Plans Participants Total Assets
2022 2 6 $156K
2023 2 2 $157K
2024 2 2 $7K

Mundie & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)$157K
Net Income$480
Employer EIN363168649
Plan Effective Date1983-03-22
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Mundie & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mundie & Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000156664 · Participants: 1Mundie & Company Employee Stock Ownership Plan and TrustAmsted 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
Mundie & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Mundie & Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mundie & Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is First Independence Corporation Stock Ownership Plan in MI ($157K); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mundie & Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Mundie & Company Employee Stock Ownership Plan and Trust held essentially flat - up 0.3% during 2023, from $156K to $157K. Reported net income was $480.
How have Mundie & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mundie & Co., Inc.'s sponsor-wide assets declined 95.3%, from $156K to $7K.
Where does Mundie & Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Mundie & Company Employee Stock Ownership Plan and Trust ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Mundie & Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is First Independence Corporation Stock Ownership Plan in MI ($157K, N/A participants).
Which ESOP plans cover a similar participant headcount to Mundie & Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, 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 363168649.

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.