ESOP · DOL Form 5500 · 2024

Resource Wise Holdings, Inc ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
30
Participants Small participant base
63rd
Percentile by assets National rank
$458,640
Avg per participant High balance/head
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Official DOL plan name: Johnson-Melloh Employee Stock Ownership Plan · Sponsored by Resource Wise Holdings, Inc · Indiana · Construction

$14M in assets, 30 participants

Resource Wise Holdings, Inc's Johnson-Melloh Employee Stock Ownership Plan reported $14M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,510 in Construction (9,039 peers)

Resource Wise Holdings, Inc multi-year trail

Resource Wise Holdings, Inc's plans moved +35.1% in assets from 2023 to 2024; this filing shows Johnson-Melloh Employee Stock Ownership Plan at $14M / 30 participants.

#5,510
in Construction (9,039 peers)
+35.1%
assets growth YoY

Johnson-Melloh Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Johnson-Melloh Employee Stock Ownership Plan vs every filed plan by assets

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

$13,759,200 Top 37% higher than 63% 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

Johnson-Melloh 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. Johnson-Melloh Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson-Melloh Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Johnson-Melloh Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Johnson-Melloh Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 934018031 · Resource Wise Holdings, Inc PY 2024 · ESOP

Johnson-Melloh Employee Stock Ownership Plan · $14M · 30 · 63rd

  • PART $14M
  • TYPE 30
  • NET 63rd
  • BOOK ESOP
  • VS-ST near Bryan Construction, Inc. Employee Stock Ownership Plan
  • BOY ind #5510

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 →

Johnson-Melloh Employee Stock Ownership Plan in the asset neighbourhood

Megakc Employee Stock Ownership PlanMegakc Employee Stock Owners…$14MJohnson-Melloh Employee Stock Ownership PlanJohnson-Melloh Employee Stoc…$14MBryan Construction, Inc. Employee Stock Ownership PlanBryan Construction, Inc. Emp…$14MDahl's Equipment Rentals, Inc. Employee Stock Ownership PlanDahl's Equipment Rentals, In…$14MSafe Boats International Employee Stock Plan & TrustSafe Boats International Emp…$14M
End-of-year total assets ($M) among Johnson-Melloh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Resource Wise Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Resource Wise Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.053003533568905% vs 2023
2024 filing year
$8M$10M$12M$14M$16M 20232024 $10.2M $13.8M ▲ +35.0%
Year Plans Participants Total Assets
2023 1 27 $10M
2024 1 30 $14M

Resource Wise Holdings, Inc filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN934018031
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Johnson-Melloh 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 ($B) Participants Johnson-Melloh Employee Stock Ownership Plan, Total assets ($B): 0.0137592 · Participants: 30Johnson-Melloh 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
Johnson-Melloh Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Johnson-Melloh Employee Stock Ownership Plan side-by-side with 3 peers →

Johnson-Melloh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Bryan Construction, Inc. Employee Stock Ownership Plan in CO ($14M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Johnson-Melloh Employee Stock Ownership Plan assets move in 2024? ▼
Johnson-Melloh Employee Stock Ownership Plan surged - up 35.1% during 2024, from $10M to $14M. Reported net income was $4M.
How have Resource Wise Holdings, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Resource Wise Holdings, Inc's sponsor-wide assets grew 35.1%, from $10M to $14M.
Which ESOP plans are similar in size to Johnson-Melloh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bryan Construction, Inc. Employee Stock Ownership Plan in CO ($14M, 118 participants).
Which ESOP plans cover a similar participant headcount to Johnson-Melloh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is ESOP Partners Employee Stock Ownership Plan in WI (30 participants, $695K 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 934018031.

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.