ESOP · DOL Form 5500 · 2024
Messinger Mortuary & Chapel, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $93,698
- Avg per participant Below avg balance/head
Official DOL plan name: Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · Sponsored by Messinger Mortuary & Chapel, Inc. · Arizona · Other Services
$7M in assets, 70 participants
Messinger Mortuary & Chapel, Inc.'s Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported $7M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,245 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust ranks #5,245 of 7,719 2024 filers by assets (306% of the sector average)-$7M for 70 participants.
- #5,245
- in Other Services (7,719 peers)
- +0.6%
- assets growth YoY
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's mid-pack asset rank among Other Services and all filers
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,558,842 47th percentile higher than 47% 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
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported net income fell from $444K in the plan year 2023 filing to $94K in the plan year 2024 filing.
- Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust reported participants rose from 64 in the plan year 2023 filing to 70 in the plan year 2024 filing.
DOL schedule card
Filing strip 860146024 · Messinger Mortuary & Chapel, Inc. PY 2024 · ESOP
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust · $7M · 70 · 47th
- RANK $7M
- PHOTO 70
- IND 47th
- EOY ESOP
- 5500 near Ada West Dermatology, Inc. Employee Stock Ownership Plan
- ASSETS ind #5245
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 Arizona →
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $94K |
| Employer EIN | 860146024 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Messinger Mortuary & Chapel, Inc.)
Sponsor-wide plan assets over time
All Messinger Mortuary & Chapel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 8.480038795076783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $6M |
| 2023 | 1 | 64 | $7M |
| 2024 | 1 | 70 | $7M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Ada West Dermatology, Inc. Employee Stock Ownership Plan in ID ($7M); by covered participants it is Delta Pipeline Inc. Employee Stock Ownership Plan in CA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Delta Pipeline Inc. Employee Stock Ownership Plan (CA) 70 · 0 off
- Bravo Company Employee Stock Ownership Plan (WI) 70 · 0 off
- Admix, Inc. Employee Stock Ownership Plan (NH) 70 · 0 off
- Hose & Rubber Supply, Inc. ESOP (UT) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.