ESOP · DOL Form 5500 · 2024

Immi Holdings, Inc. ESOP

Data updated 2026-08-25

$88M
Total assets Below avg plan size
618
Participants Below avg headcount
89th
Percentile by assets National rank
$141,586
Avg per participant Near avg balance/head
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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.

  • #15,019 in Manufacturing (17,777 peers)

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.

#15,019
in Manufacturing (17,777 peers)
+51.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$87,500,000 Top 11% higher than 89% 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

Immi Holdings, 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. Immi Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 475385779 · Immi Holdings, Inc. PY 2024 · ESOP

Immi Holdings, Inc. Employee Stock Ownership Plan · $88M · 618 · 89th

  • SCH $88M
  • SCH 618
  • SCH 89th
  • SCH ESOP
  • SCH near Tobacco Rag Processors, Inc. Employee Stock Ownership Plan
  • SCH ind #15019

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 →

Immi Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Railroad Construction Company, Inc. Employee Stock Ownership PlanRailroad Construction Compan…$88MFlynn Brothers Contracting, Inc. Employee Stock Ownership PlanFlynn Brothers Contracting, …$88MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$88MTobacco Rag Processors, Inc. Employee Stock Ownership PlanTobacco Rag Processors, Inc.…$88MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$88M
End-of-year total assets ($M) among Immi Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)-$10M
Net Income$34M
Employer EIN475385779
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immi Holdings, Inc.)

Sponsor-wide plan assets over time

All Immi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 305.0925925925926% vs 2022
2024 filing year
$0M$20M$40M$60M$80M$100M 202220232024 $21.6M $87.5M ▲ +305.1%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Immi Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0875 · Participants: 618Immi Holdings, 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 PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Immi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Immi Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Tobacco Rag Processors, Inc. Employee Stock Ownership Plan in NC ($88M); by covered participants it is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK (616 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Immi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK (616 participants, $50M 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 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.