ESOP · DOL Form 5500 · 2024
Meadowvale, Inc ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 29
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan · Sponsored by Meadowvale, Inc · Illinois · Manufacturing
$37M in assets, 29 participants
Meadowvale, Inc's Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan reported $37M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,897 in Manufacturing (17,777 peers)
Where Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan sits by assets
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 29 participants (~$1.3M/participant), up 10.8% in 2024.
- #12,897
- in Manufacturing (17,777 peers)
- +10.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan's outsized position by total assets
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,898,167 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meadowvale, Inc. Amended and Restated 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. Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2023 filing to 29 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362607309 · Meadowvale, Inc PY 2024 · ESOP
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan · $37M · 29 · 80th
- RANK $37M
- RANK 29
- RANK 80th
- RANK ESOP
- RANK near 501(c) Insurance Programs, Inc. ESOP
- RANK ind #12897
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 →
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 362607309 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meadowvale, Inc)
Sponsor-wide plan assets over time
All Meadowvale, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 91.90930009541852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $19M |
| 2023 | 1 | 30 | $33M |
| 2024 | 1 | 29 | $37M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is 501(c) Insurance Programs, Inc. ESOP in CA ($37M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Clay County Savings Bank Employee Stock Ownership Plan (MO) 29 · 0 off
- Bgw Architects II, P.C. Employee Stock Ownership Plan (UT) 29 · 0 off
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust (TX) 29 · 0 off
- Lollar Guitars, Inc. Employee Stock Ownership Plan (WA) 29 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.