ESOP · DOL Form 5500 · 2024

Nmr Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
40th
Percentile by assets National rank
$109,159
Avg per participant Below avg balance/head
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Official DOL plan name: Nmr Group Employee Stock Ownership Plan · Sponsored by Nmr Group, Inc. · Massachusetts · Professional & Technical Services

$4M in assets, 40 participants

Nmr Group, Inc.'s Nmr Group Employee Stock Ownership Plan reported $4M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,451 in Professional & Technical Services (20,173 peers)

Nmr Group, Inc. multi-year trail

Nmr Group, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Nmr Group Employee Stock Ownership Plan at $4M / 40 participants.

#7,451
in Professional & Technical Services (20,173 peers)
+27.9%
assets growth YoY

Nmr Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nmr Group Employee Stock Ownership Plan vs every filed plan by assets

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

$4,366,346 40th percentile higher than 40% 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

Nmr Group 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. Nmr Group Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nmr Group Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nmr Group Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nmr Group Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043553283 · Nmr Group, Inc. PY 2024 · ESOP

Nmr Group Employee Stock Ownership Plan · $4M · 40 · 40th

  • TYPE $4M
  • NET 40
  • BOOK 40th
  • VS-ST ESOP
  • BOY near Refrigeration-Heating, Inc. Employee Stock Ownership Plan
  • SCH ind #7451

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 Massachusetts →

Nmr Group Employee Stock Ownership Plan in the asset neighbourhood

Nmr Group Employee Stock Ownership PlanNmr Group Employee Stock Own…$4MRefrigeration-Heating, Inc. Employee Stock Ownership PlanRefrigeration-Heating, Inc. …$4MEmployee Stock Ownership Plan of Palmer & Sicard, Inc.Employee Stock Ownership Pla…$4MTama County Abstract Company Employee Stock Ownership PlanTama County Abstract Company…$4MHudson Edge Investment Partners, Inc. Employee Stock Ownership PlanHudson Edge Investment Partn…$4M
End-of-year total assets ($M) among Nmr Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nmr Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nmr Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 73.64641297051028% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.51M $4.37M ▲ +74.1%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 39 $3M
2024 1 40 $4M

Nmr Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN043553283
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Nmr Group Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Nmr Group Employee Stock Ownership Plan, Total assets ($M): 4.366346 · Participants: 40Nmr Group Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Nmr Group Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Nmr Group Employee Stock Ownership Plan side-by-side with 3 peers →

Nmr Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Refrigeration-Heating, Inc. Employee Stock Ownership Plan in ND ($4M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Nmr Group Employee Stock Ownership Plan assets move in 2024? ▼
Nmr Group Employee Stock Ownership Plan grew sharply - up 27.9% during 2024, from $3M to $4M. Reported net income was $1M.
How have Nmr Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nmr Group, Inc.'s sponsor-wide assets grew 73.6%, from $3M to $4M.
Which ESOP plans are similar in size to Nmr Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Refrigeration-Heating, Inc. Employee Stock Ownership Plan in ND ($4M, 41 participants).
Which ESOP plans cover a similar participant headcount to Nmr Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 043553283.

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.