ESOP · DOL Form 5500 · 2023
Electronic Business Machines, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $217,739
- Avg per participant Above avg balance/head
Official DOL plan name: Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Electronic Business Machines, Inc. · Kentucky · Professional & Technical Services
$2M in assets, 10 participants
Electronic Business Machines, Inc.'s Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,596 in Professional & Technical Services (20,321 peers)
Electronic Business Machines, Inc. multi-year trail
Electronic Business Machines, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement at $2M / 10 participants.
- #5,596
- in Professional & Technical Services (20,321 peers)
- +32.6%
- assets growth YoY
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,177,390 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from $199K in the plan year 2022 filing to $535K in the plan year 2023 filing.
- Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610711589 · Electronic Business Machines, Inc. PY 2023 · ESOP
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · $2M · 10 · 31st
- BOY $2M
- SCH 10
- EBSA 31st
- PART ESOP
- TYPE near Voorwood Company Employee Stock Ownership Plan
- NET ind #5596
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 Kentucky →
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
Electronic Business Machines, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Electronic Business Machines, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 65.75263492078953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $2M |
| 2023 | 1 | 10 | $2M |
| 2024 | 1 | 10 | $3M |
Electronic Business Machines, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $535K |
| Employer EIN | 610711589 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Voorwood Company Employee Stock Ownership Plan in CA ($2M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Mantech International Corporation Employee Stock Ownership Plan (VA) 10 · 0 off
- Ralph Andersen & Associates Employee Stock Ownership Plan (CA) 10 · 0 off
- Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan (TX) 10 · 0 off
- Corbin Design, Inc. Employee Stock Ownership Plan (MI) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.