ESOP · DOL Form 5500 · 2024
Allgeier, Martin & Associates, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $16,867
- Avg per participant Low balance/head
Official DOL plan name: Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Allgeier, Martin & Associates, Inc. · Missouri · Professional & Technical Services
$2M in assets, 125 participants
Allgeier, Martin & Associates, Inc.'s Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,207 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan covers 125 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $2M.
- #5,207
- in Professional & Technical Services (20,173 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,108,341 30th percentile higher than 30% 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
Allgeier, Martin & Associates, 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. Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$404K in the plan year 2023 filing to -$106K in the plan year 2024 filing.
- Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 118 in the plan year 2023 filing to 125 in the plan year 2024 filing.
- Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 431146318 · Allgeier, Martin & Associates, Inc. PY 2024 · ESOP
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan · $2M · 125 · 30th
- IND $2M
- EOY 125
- 5500 30th
- ASSETS ESOP
- PCT near Bryant Air Conditioning and Heating Company of Lincoln, Nebraska Employee Stock Ownership
- EIN ind #5207
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 Missouri →
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$106K |
| Employer EIN | 431146318 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allgeier, Martin & Associates, Inc.)
Sponsor-wide plan assets over time
All Allgeier, Martin & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 31.766731381044682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 234 | $49M |
| 2023 | 2 | 251 | $59M |
| 2024 | 2 | 261 | $64M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Bryant Air Conditioning and Heating Company of Lincoln, Nebraska Employee Stock Ownership in NE ($2M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Bryant Air Conditioning and Heating Company of Lincoln, Nebraska Employee Stock Ownership (NE) $2M · 51
- First Federal Savings Bank Employee Stock Ownership Plan (IN) $2M · 98
- F. R. Bell & Associates Employee Stock Ownership Plan (AK) $2M · 16
- Steve Silver Company Employee Stock Ownership Plan (TX) $2M · 149
Similar participant headcount
Nearest other-state filings by covered participants (125 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.