ESOP · DOL Form 5500 · 2024

Howard Immel, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
42
Participants Small participant base
68th
Percentile by assets National rank
$414,830
Avg per participant High balance/head
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Official DOL plan name: Howard Immel, Inc. Employee Stock Ownership Plan · Sponsored by Howard Immel, Inc. · Wisconsin · Construction

$17M in assets, 42 participants

Howard Immel, Inc.'s Howard Immel, Inc. Employee Stock Ownership Plan reported $17M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #5,983 in Construction (9,039 peers)

Howard Immel, Inc. multi-year trail

Howard Immel, Inc.'s plans moved +27.1% in assets from 2022 to 2024; this filing shows Howard Immel, Inc. Employee Stock Ownership Plan at $17M / 42 participants.

#5,983
in Construction (9,039 peers)
+25.0%
assets growth YoY

Howard Immel, Inc. Employee Stock Ownership Plan's outsized position by total assets

Howard Immel, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,422,875 Top 32% higher than 68% 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

Howard Immel, 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. Howard Immel, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Howard Immel, Inc. Employee Stock Ownership Plan reported net income rose from $974K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Howard Immel, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Howard Immel, Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390982299 · Howard Immel, Inc. PY 2024 · ESOP

Howard Immel, Inc. Employee Stock Ownership Plan · $17M · 42 · 68th

  • ASSETS $17M
  • PCT 42
  • EIN 68th
  • RANK ESOP
  • PHOTO near Forte Residential, Inc. Employee Stock Ownership Plan
  • IND ind #5983

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 Wisconsin →

Howard Immel, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Via Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$17MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$17MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$17MMid-States Steel Corporation Employee Stock Ownership PlanMid-States Steel Corporation…$17MMgs Contracting, Inc. Employee Stock Ownership PlanMgs Contracting, Inc. Employ…$17M
End-of-year total assets ($M) among Howard Immel, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Howard Immel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Howard Immel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.117438371530977% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.7M $17.4M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 41 $14M
2023 1 45 $14M
2024 1 42 $17M

Howard Immel, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$2M
Net Income$4M
Employer EIN390982299
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Howard Immel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Howard Immel, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017422875 · Participants: 42Howard Immel, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Howard Immel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Howard Immel, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($17M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Howard Immel, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Howard Immel, Inc. Employee Stock Ownership Plan grew sharply - up 25.0% during 2024, from $14M to $17M. Reported net income was $4M.
How have Howard Immel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Immel, Inc.'s sponsor-wide assets grew 27.1%, from $14M to $17M.
Which ESOP plans are similar in size to Howard Immel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($17M, 243 participants).
Which ESOP plans cover a similar participant headcount to Howard Immel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 390982299.

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.