ESOP · DOL Form 5500 · 2024

Idi Fabrication, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
40
Participants Small participant base
58th
Percentile by assets National rank
$271,896
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Idi Fabrication, Inc. Employee Stock Ownership Plan · Sponsored by Idi Fabrication, Inc. · Indiana · Manufacturing

$11M in assets, 40 participants

Idi Fabrication, Inc.'s Idi Fabrication, Inc. Employee Stock Ownership Plan reported $11M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,794 in Manufacturing (17,777 peers)

2024 asset change

Idi Fabrication, Inc. Employee Stock Ownership Plan pulled back noticeably 9.0% in 2024 ($12M → $11M) for 40 participants.

#7,794
in Manufacturing (17,777 peers)
-9.0%
assets change YoY

The plan reported a net loss of $950K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Idi Fabrication, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Idi Fabrication, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,875,857 Top 42% higher than 58% 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

Idi Fabrication, 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. Idi Fabrication, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Idi Fabrication, Inc. Employee Stock Ownership Plan reported net income fell from $697K in the plan year 2023 filing to -$950K in the plan year 2024 filing.
  • Idi Fabrication, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Idi Fabrication, Inc. Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800538121 · Idi Fabrication, Inc. PY 2024 · ESOP

Idi Fabrication, Inc. Employee Stock Ownership Plan · $11M · 40 · 58th

  • EBSA $11M
  • EBSA 40
  • EBSA 58th
  • EBSA ESOP
  • EBSA near Miller Proctor Nickolas Inc. Employee Stock Ownership Plan
  • EBSA ind #7794

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 Indiana →

Idi Fabrication, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Idi Fabrication, Inc. Employee Stock Ownership PlanIdi Fabrication, Inc. Employ…$11MMiller Proctor Nickolas Inc. Employee Stock Ownership PlanMiller Proctor Nickolas Inc.…$11MFullerton Glass Co. Employee Stock Ownership PlanFullerton Glass Co. Employee…$11MKurtz Bros. Employee Stock Ownership PlanKurtz Bros. Employee Stock O…$11MTheory Wellness, Inc. Employee Stock Ownership PlanTheory Wellness, Inc. Employ…$11M
End-of-year total assets ($M) among Idi Fabrication, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Idi Fabrication, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Idi Fabrication, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.357161927669988% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11.4M $10.9M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 42 $11M
2023 1 38 $12M
2024 1 40 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$950K
Employer EIN800538121
Plan Effective Date2010-03-26
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Idi Fabrication, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Idi Fabrication, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010875857 · Participants: 40Idi Fabrication, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Idi Fabrication, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Idi Fabrication, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Miller Proctor Nickolas Inc. Employee Stock Ownership Plan in NY ($11M); by covered participants it is Murphy Bank Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

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 Idi Fabrication, Inc. Employee Stock Ownership Plan assets move in 2024?
Idi Fabrication, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.0% during 2024, from $12M to $11M. Reported net income was -$950K.
How have Idi Fabrication, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Idi Fabrication, Inc.'s sponsor-wide assets declined 4.4%, from $11M to $11M.
Which ESOP plans are similar in size to Idi Fabrication, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Miller Proctor Nickolas Inc. Employee Stock Ownership Plan in NY ($11M, 38 participants).
Which ESOP plans cover a similar participant headcount to Idi Fabrication, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Murphy Bank Employee Stock Ownership Plan in CA (40 participants, $7M in assets).