ESOP · DOL Form 5500 · 2023

Imperial Woodworks, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
36th
Percentile by assets National rank
$53,562
Avg per participant Low balance/head
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Official DOL plan name: Imperial Woodworks, Inc. Employee Stock Ownership Plan · Sponsored by Imperial Woodworks, Inc. · Texas · Manufacturing

$3M in assets, 59 participants

Imperial Woodworks, Inc.'s Imperial Woodworks, Inc. Employee Stock Ownership Plan reported $3M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,715 in Manufacturing (18,722 peers)

What the 2023 filing shows

Imperial Woodworks, Inc. Employee Stock Ownership Plan holds $3M for 59 participants - about $53,562 per participant, in the lower half of filed plans by assets.

#3,715
in Manufacturing (18,722 peers)
-3.2%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Imperial Woodworks, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Imperial Woodworks, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,160,168 36th percentile higher than 36% 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

Imperial Woodworks, Inc. 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. Imperial Woodworks, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imperial Woodworks, Inc. Employee Stock Ownership Plan reported net income fell from $125K in the plan year 2022 filing to -$105K in the plan year 2023 filing.
  • Imperial Woodworks, Inc. Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Imperial Woodworks, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741364023 · Imperial Woodworks, Inc. PY 2023 · ESOP

Imperial Woodworks, Inc. Employee Stock Ownership Plan · $3M · 59 · 36th

  • VS-ST $3M
  • BOY 59
  • SCH 36th
  • EBSA ESOP
  • PART near Monterrey Tile Az Employee Stock Ownership Plan
  • TYPE ind #3715

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 Texas →

Imperial Woodworks, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Imperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MMonterrey Tile Az Employee Stock Ownership PlanMonterrey Tile Az Employee S…$3MDowneast Machine and Engineering, Inc. Employee Stock Ownership PlanDowneast Machine and Enginee…$3MFirst National Bank of Raymond Employee Stock Ownership PlanFirst National Bank of Raymo…$3MPrimera Engineers ESOP Plan$3M
End-of-year total assets ($M) among Imperial Woodworks, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$105K
Employer EIN741364023
Plan Effective Date1971-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Imperial Woodworks, Inc.)

Sponsor-wide plan assets over time

All Imperial Woodworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.301812822438471% vs 2022
2024 filing year
$3.15M$3.2M$3.25M$3.3M 202220232024 $3.26M $3.16M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 59 $3M
2024 1 82 $3M

Nearby ESOP Plans in Texas

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

Imperial Woodworks, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Imperial Woodworks, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003160168 · Participants: 59Imperial Woodworks, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Imperial Woodworks, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Imperial Woodworks, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Imperial Woodworks, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Monterrey Tile Az Employee Stock Ownership Plan in AZ ($3M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Imperial Woodworks, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Imperial Woodworks, Inc. Employee Stock Ownership Plan edged down modestly - down 3.2% during 2023, from $3M to $3M. Reported net income was -$105K.
How have Imperial Woodworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imperial Woodworks, Inc.'s sponsor-wide assets declined 3.3%, from $3M to $3M.
Which ESOP plans are similar in size to Imperial Woodworks, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Monterrey Tile Az Employee Stock Ownership Plan in AZ ($3M, 67 participants).
Which ESOP plans cover a similar participant headcount to Imperial Woodworks, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M 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 741364023.

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.