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
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
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.
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. 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
| 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 EIN | 800538121 |
| Plan Effective Date | 2010-03-26 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.