ESOP · DOL Form 5500 · 2024

Immi Holdings, Inc. ESOP

Data updated 2026-07-24

$88M
Total assets: 618
Participants: 89th
Percentile by assets: $141,586
Avg per participant

Official DOL plan name: Immi Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Immi Holdings, Inc. · Indiana · Manufacturing

$88M in assets, 618 participants

Immi Holdings, Inc.'s Immi Holdings, Inc. Employee Stock Ownership Plan reported $88M in total assets and 618 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 116,472 plans)

Where Immi Holdings, Inc. Employee Stock Ownership Plan sits by assets

Immi Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $88M for 618 participants (~$141,586/participant), up 51.6% in 2024.

$88M
total plan assets (2024 EOY): 618
covered participants: 89th
percentile by assets (of 116,472 plans): $141,586
avg assets per participant

Immi Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2023 filing to $88M in the plan year 2024 filing.
Immi Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $44M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Immi Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 564 in the plan year 2023 filing to 618 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Manufacturing

Immi Holdings, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Immi Holdings, Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	-$10M
Net Income	$34M
Employer EIN	475385779
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Immi Holdings, Inc.)

Total plan assets by year, all Immi Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$22M
2023	1	564	$58M
2024	1	618	$88M

Nearby ESOP Plans in Indiana

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

Immi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
Urschel Laboratories Employee Stock Ownership Plan $432M · 509
Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
Ermco, Inc. Employee Stock Ownership Plan $151M · 123

Compare Immi Holdings, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Immi Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Tobacco Rag Processors, Inc. Employee Stock Ownership Plan (NC) $88M · 191
Mypath Employee Stock Ownership Plan (WI) $88M · 1,615
Railroad Construction Company, Inc. Employee Stock Ownership Plan (NJ) $88M · 144
Tuff Shed, Inc. Employee Stock Ownership Plan (CO) $88M · 1,529

Frequently Asked Questions

How did Immi Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Immi Holdings, Inc. Employee Stock Ownership Plan surged - up 51.6% during 2024, from $58M to $88M. Reported net income was $34M.

How have Immi Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Immi Holdings, Inc.'s sponsor-wide assets grew 305.1%, from $22M to $88M.

Where does Immi Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Immi Holdings, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Immi Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Tobacco Rag Processors, Inc. Employee Stock Ownership Plan in NC ($88M, 191 participants).

Next read for Immi Holdings, Inc. Employee Stock Owner…

Scale reading

Ways to act on Immi Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Immi Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Immi Holdings, Inc.'s sponsor-wide assets have grown 305.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 475385779.

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.