ESOP · DOL Form 5500 · 2024

The Elm Group Inc ESOP

Data updated 2026-08-25

$620K
Total assets Small plan by assets
41
Participants Small participant base
19th
Percentile by assets National rank
$15,131
Avg per participant Low balance/head
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Official DOL plan name: The Elm Group, Inc. Employee Stock Ownership Plan · Sponsored by The Elm Group Inc · New Jersey · Professional & Technical Services

$620K in assets, 41 participants

The Elm Group Inc's The Elm Group, Inc. Employee Stock Ownership Plan reported $620K in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,971 in Professional & Technical Services (20,173 peers)

The Elm Group Inc multi-year trail

The Elm Group Inc's plans moved -82.5% in assets from 2022 to 2024; this filing shows The Elm Group, Inc. Employee Stock Ownership Plan at $620K / 41 participants.

#2,971
in Professional & Technical Services (20,173 peers)
-82.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Elm Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Elm Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$620,385 19th percentile higher than 19% of 123,620 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 2024

The Elm Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Elm Group, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Elm Group, Inc. Employee Stock Ownership Plan reported net income fell from $60K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The Elm Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $620K in the plan year 2024 filing.
  • The Elm Group, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222962935 · The Elm Group Inc PY 2024 · ESOP

The Elm Group, Inc. Employee Stock Ownership Plan · $620K · 41 · 19th

  • SCH $620K
  • SCH 41
  • SCH 19th
  • SCH ESOP
  • SCH near Ajax Electric Company Employee Stock Ownership Plan
  • SCH ind #2971

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 New Jersey →

The Elm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$620KAjax Electric Company Employee Stock Ownership PlanAjax Electric Company Employ…$619KGuardian Fleet Services, Inc. Employee Stock Ownership PlanGuardian Fleet Services, Inc…$623KEdwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$624KCulinary Institute, Inc. Employee Stock Ownership PlanCulinary Institute, Inc. Emp…$617K
End-of-year total assets ($M) among The Elm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Elm Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Elm Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$620K 82.52816570593663% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.55M $0.62M ▼ -82.5%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 44 $3M
2024 1 41 $620K

The Elm Group Inc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$620K
Net Income-$2M
Employer EIN222962935
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

The Elm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants The Elm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.620385 · Participants: 41The Elm Group, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
The Elm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare The Elm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Elm Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Ajax Electric Company Employee Stock Ownership Plan in PA ($619K); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Elm Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Elm Group, Inc. Employee Stock Ownership Plan contracted severely - down 82.1% during 2024, from $3M to $620K. Reported net income was -$2M.
How have The Elm Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Elm Group Inc's sponsor-wide assets declined 82.5%, from $4M to $620K.
Where does The Elm Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Elm Group, Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Elm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ajax Electric Company Employee Stock Ownership Plan in PA ($619K, 27 participants).
Which ESOP plans cover a similar participant headcount to The Elm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222962935.

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.