ESOP · DOL Form 5500 · 2023
Haumiller Engineering Co. ESOP
Data updated 2026-08-11
- $30M
- Total assets
- 141
- Participants
- 79th
- Percentile by assets
- $215,570
- Avg per participant
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.
- 79th percentile by assets (of 127,072 plans)
- #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.
- $30M
- total plan assets (2023 EOY)
- 141
- covered participants
- 79th
- percentile by assets (of 127,072 plans)
- $215,570
- avg assets per participant
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.
Where Haumiller Engineering Company Employee Stock Ownership Plan sits 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
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Haumiller Engineering Company Employee Stock Ownership Plan reports 141 participants - about 18% of that state average ($30M EOY assets).
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.)
| 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 Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Haumiller Engineering Company Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Haumiller Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
How have Haumiller Engineering Co. plan assets changed over time? ▼
Where does Haumiller Engineering Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Haumiller Engineering Company Employee Stock Ownership Plan's numbers.
- By total assets, Haumiller Engineering Company Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Haumiller Engineering Co.'s sponsor-wide assets have grown 13.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans