ESOP · DOL Form 5500 · 2023

Haumiller Engineering Co. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
141
Participants Small participant base
69th
Percentile by assets National rank
$115,115
Avg per participant Below avg balance/head
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Official DOL plan name: Haumiller Engineering Company Money Purchase Pension Plan · Sponsored by Haumiller Engineering Co. · Illinois · Professional & Technical Services

$16M in assets, 141 participants

Haumiller Engineering Co.'s Haumiller Engineering Company Money Purchase Pension Plan reported $16M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,848 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Haumiller Engineering Company Money Purchase Pension Plan covers 141 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#13,848
in Professional & Technical Services (20,321 peers)
+6.6%
assets growth YoY

Haumiller Engineering Company Money Purchase Pension Plan's outsized position by total assets

Haumiller Engineering Company Money Purchase Pension Plan vs every filed plan by assets

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

$16,231,160 Top 31% higher than 69% 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

Haumiller Engineering Company Money Purchase Pension 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. Haumiller Engineering Company Money Purchase Pension Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haumiller Engineering Company Money Purchase Pension Plan reported net income fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Haumiller Engineering Company Money Purchase Pension Plan reported participants rose from 131 in the plan year 2022 filing to 141 in the plan year 2023 filing.
  • Haumiller Engineering Company Money Purchase Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362519124 · Haumiller Engineering Co. PY 2023 · ESOP

Haumiller Engineering Company Money Purchase Pension Plan · $16M · 141 · 69th

  • 5500 $16M
  • 5500 141
  • 5500 69th
  • 5500 ESOP
  • 5500 near E&m Logistics Inc. Employee Stock Ownership Plan
  • 5500 ind #13848

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 →

Haumiller Engineering Company Money Purchase Pension Plan in the asset neighbourhood

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$16MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$16MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$16MHaumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$16ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$16M
End-of-year total assets ($M) among Haumiller Engineering Company Money Purchase Pension Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN362519124
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haumiller Engineering Co.)

Sponsor-wide plan assets over time

All Haumiller Engineering Co. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 13.23076315181775% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.8M $69.9M ▲ +13.2%
Year Plans Participants Total Assets
2022 3 415 $62M
2023 3 487 $61M
2024 3 613 $70M

Nearby ESOP Plans in Illinois

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

Haumiller Engineering Company Money Purchase Pension Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Haumiller Engineering Company Money Purchase Pension Plan, Total assets ($B): 0.01623116 · Participants: 141Haumiller Engineering Company Money Purchase Pension PlanAmsted 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
Haumiller Engineering Company Money Purchase Pension Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Haumiller Engineering Company Money Purchase Pension Plan side-by-side with 3 peers →

Haumiller Engineering Company Money Purchase Pension Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($16M); by covered participants it is Uma Enterprises Employee Stock Ownership Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Haumiller Engineering Company Money Purchase Pension Plan assets move in 2023? ▼
Haumiller Engineering Company Money Purchase Pension Plan grew at a solid clip - up 6.6% during 2023, from $15M to $16M. Reported net income was $1M.
How have Haumiller Engineering Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haumiller Engineering Co.'s sponsor-wide assets grew 13.2%, from $62M to $70M.
Which ESOP plans are similar in size to Haumiller Engineering Company Money Purchase Pension Plan? ▼
Among ESOP plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($16M, 292 participants).
Which ESOP plans cover a similar participant headcount to Haumiller Engineering Company Money Purchase Pension Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Uma Enterprises Employee Stock Ownership Plan in CA (141 participants, $152K 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 362519124.

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.