ESOP · DOL Form 5500 · 2024

Eric Mower and Associates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
124
Participants Small participant base
50th
Percentile by assets National rank
$62,437
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mower Employee Stock Ownership Plan · Sponsored by Eric Mower and Associates, Inc. · New York · Professional & Technical Services

$8M in assets, 124 participants

Eric Mower and Associates, Inc.'s Mower Employee Stock Ownership Plan reported $8M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,790 in Professional & Technical Services (20,173 peers)

Coverage in New York

Mower Employee Stock Ownership Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,790
in Professional & Technical Services (20,173 peers)
-15.3%
assets change YoY

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

Mower Employee Stock Ownership Plan vs every filed plan by assets

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

$7,742,218 Top 50% higher than 50% 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

Mower 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. Mower Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mower Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $877K in the plan year 2024 filing.
  • Mower Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mower Employee Stock Ownership Plan reported participants fell from 140 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150613861 · Eric Mower and Associates, Inc. PY 2024 · ESOP

Mower Employee Stock Ownership Plan · $8M · 124 · 50th

  • BOY $8M
  • BOY 124
  • BOY 50th
  • BOY ESOP
  • BOY near Teoc, Inc. Employee Stock Ownership Plan
  • BOY ind #9790

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 New York →

Mower Employee Stock Ownership Plan in the asset neighbourhood

Banctenn Corp. Employee Stock Ownership PlanBanctenn Corp. Employee Stoc…$8MTeoc, Inc. Employee Stock Ownership PlanTeoc, Inc. Employee Stock Ow…$8MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$8MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$8MRockwell Automation 1165(e) PlanRockwell Automation 1165(e) …$8M
End-of-year total assets ($M) among Mower Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$2M
Net Income$877K
Employer EIN150613861
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eric Mower and Associates, Inc.)

Sponsor-wide plan assets over time

All Eric Mower and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 17.771660705963292% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31M $36.6M ▲ +17.8%
Year Plans Participants Total Assets
2022 2 264 $31M
2023 2 279 $38M
2024 2 240 $37M

Nearby ESOP Plans in New York

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

Mower Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Mower Employee Stock Ownership Plan, Total assets ($M): 7.742218 · Participants: 124Mower Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Mower Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

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

Outside New York, the nearest ESOP by assets is Teoc, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Cline Design Employee Stock Ownership Plan in NC (124 participants). Same-state nearby plans are listed separately above.

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 Mower Employee Stock Ownership Plan assets move in 2024?
Mower Employee Stock Ownership Plan declined sharply - down 15.3% during 2024, from $9M to $8M. Reported net income was $877K.
How have Eric Mower and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Eric Mower and Associates, Inc.'s sponsor-wide assets grew 17.8%, from $31M to $37M.
Which ESOP plans are similar in size to Mower Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Teoc, Inc. Employee Stock Ownership Plan in CA ($8M, 45 participants).
Which ESOP plans cover a similar participant headcount to Mower Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Cline Design Employee Stock Ownership Plan in NC (124 participants, $5M in assets).