ESOP · DOL Form 5500 · 2024

Peerless Midwest, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
107
Participants Small participant base
69th
Percentile by assets National rank
$175,374
Avg per participant Above avg balance/head
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Official DOL plan name: Peerless Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Peerless Midwest, Inc. · Indiana · Construction

$19M in assets, 107 participants

Peerless Midwest, Inc.'s Peerless Holdings, Inc. Employee Stock Ownership Plan reported $19M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,127 in Construction (9,039 peers)

Coverage in Indiana

Peerless Holdings, Inc. Employee Stock Ownership Plan covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $19M.

#6,127
in Construction (9,039 peers)
+82.7%
assets growth YoY

Peerless Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Peerless Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,765,000 Top 31% higher than 69% 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

Peerless Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peerless Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 862105694 · Peerless Midwest, Inc. PY 2024 · ESOP

Peerless Holdings, Inc. Employee Stock Ownership Plan · $19M · 107 · 69th

  • NET $19M
  • NET 107
  • NET 69th
  • NET ESOP
  • NET near Hamill Manufacturing Company Employee Stock Ownership Plan
  • NET ind #6127

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 →

Peerless Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Minnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MPeerless Holdings, Inc. Employee Stock Ownership PlanPeerless Holdings, Inc. Empl…$19MHamill Manufacturing Company Employee Stock Ownership PlanHamill Manufacturing Company…$19MPro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$19MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$19M
End-of-year total assets ($M) among Peerless Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$18M
Net Income$9M
Employer EIN862105694
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Peerless Holdings, 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 ($B) Participants Peerless Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018765 · Participants: 107Peerless Holdings, 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
Peerless Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Peerless Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Hamill Manufacturing Company Employee Stock Ownership Plan in PA ($19M); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Peerless Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Peerless Holdings, Inc. Employee Stock Ownership Plan surged - up 82.7% during 2024, from $10M to $19M. Reported net income was $9M.
Which ESOP plans are similar in size to Peerless Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hamill Manufacturing Company Employee Stock Ownership Plan in PA ($19M, 88 participants).
Which ESOP plans cover a similar participant headcount to Peerless Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants, $17M 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 862105694.

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.