ESOP · DOL Form 5500 · 2024

Ermco, Inc. ESOP

Data updated 2026-08-25

$151M
Total assets Near avg plan size
123
Participants Small participant base
93rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Ermco, Inc. Employee Stock Ownership Plan · Sponsored by Ermco, Inc. · Indiana · Construction

$151M in assets, 123 participants

Ermco, Inc.'s Ermco, Inc. Employee Stock Ownership Plan reported $151M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,276 in Construction (9,039 peers)

Coverage in Indiana

Ermco, Inc. Employee Stock Ownership Plan covers 123 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $151M.

#8,276
in Construction (9,039 peers)
+68.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

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

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

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

$151,428,287 Top 7% higher than 93% 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

Ermco, 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. Ermco, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ermco, Inc. Employee Stock Ownership Plan reported net income rose from $24M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Ermco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $90M in the plan year 2023 filing to $151M in the plan year 2024 filing.
  • Ermco, Inc. Employee Stock Ownership Plan reported participants rose from 120 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351071084 · Ermco, Inc. PY 2024 · ESOP

Ermco, Inc. Employee Stock Ownership Plan · $151M · 123 · 93rd

  • SCH $151M
  • SCH 123
  • SCH 93rd
  • SCH ESOP
  • SCH near Entech Sales and Service Employee Stock Ownership Plan
  • SCH ind #8276

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 →

Ermco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ecmd, Inc. Employee Stock Ownership PlanEcmd, Inc. Employee Stock Ow…$154MTanimura & Antle, Inc. Employee Stock Ownership PlanTanimura & Antle, Inc. Emplo…$154MEntech Sales and Service Employee Stock Ownership PlanEntech Sales and Service Emp…$153MErmco, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock O…$151MChatsworth Products, Inc Employee Stock Ownership PlanChatsworth Products, Inc Emp…$149M
End-of-year total assets ($M) among Ermco, 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)$90M
Net Assets (End of Year)$147M
Net Income$62M
Employer EIN351071084
Plan Effective Date2014-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ermco, Inc.)

Sponsor-wide plan assets over time

All Ermco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$171M 100.13474156431938% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $85.6M $171M ▲ +100.1%
Year Plans Participants Total Assets
2022 2 244 $86M
2023 2 245 $110M
2024 2 248 $171M

Nearby ESOP Plans in Indiana

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

Ermco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.522.5 Total assets ($B) Participants Ermco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, 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 PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.147672879 · Participants: 340Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Ermco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Ermco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Entech Sales and Service Employee Stock Ownership Plan in TX ($153M); by covered participants it is Pems Employee Stock Ownership Plan in MI (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Ermco, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ermco, Inc. Employee Stock Ownership Plan surged - up 68.8% during 2024, from $90M to $151M. Reported net income was $62M.
How have Ermco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ermco, Inc.'s sponsor-wide assets grew 100.1%, from $86M to $171M.
Where does Ermco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ermco, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ermco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Entech Sales and Service Employee Stock Ownership Plan in TX ($153M, 386 participants).
Which ESOP plans cover a similar participant headcount to Ermco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pems Employee Stock Ownership Plan in MI (123 participants, $40M 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 351071084.

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.