ESOP · DOL Form 5500 · 2023
Haumiller Engineering Co. ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $215,570
- Avg per participant Above avg balance/head
Official DOL plan name: Haumiller Engineering Company Employee Stock Ownership Plan · Sponsored by Haumiller Engineering Co. · Illinois · Professional & Technical Services
$30M in assets, 141 participants
Haumiller Engineering Co.'s Haumiller Engineering Company Employee Stock Ownership Plan reported $30M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,245 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Haumiller Engineering Company Employee Stock Ownership Plan covers 141 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $30M.
- #16,245
- in Professional & Technical Services (20,321 peers)
- -15.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haumiller Engineering Company Employee Stock Ownership Plan's outsized position by total assets
Haumiller Engineering Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,395,305 Top 21% higher than 79% of 127,068 filed plans
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 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. Haumiller Engineering Company Employee Stock Ownership 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 Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Haumiller Engineering Company Employee Stock Ownership Plan end-of-year assets fell from $36M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Haumiller Engineering Company Employee Stock Ownership Plan reported participants rose from 131 in the plan year 2022 filing to 141 in the plan year 2023 filing.
DOL schedule card
Filing strip 362519124 · Haumiller Engineering Co. PY 2023 · ESOP
Haumiller Engineering Company Employee Stock Ownership Plan · $30M · 141 · 79th
- PCT $30M
- EIN 141
- RANK 79th
- PHOTO ESOP
- IND near Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust
- EOY ind #16245
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 Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 362519124 |
| Plan Effective Date | 1977-06-30 |
| Filing Status | FILING 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
| 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.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Haumiller Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in VA ($30M); by covered participants it is Uma Enterprises Employee Stock Ownership Plan in CA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust (VA) $30M · 121
- Kelley Bean Co. Inc., Employee Stock Ownership Plan (NE) $30M · 170
- Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan (PA) $30M · 122
- Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan (NY) $30M · 193
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.