ESOP · DOL Form 5500 · 2024

Henry, Meisenheimer & Gende, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
28th
Percentile by assets National rank
$43,025
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan · Sponsored by Henry, Meisenheimer & Gende, Inc. · Illinois · Professional & Technical Services

$2M in assets, 40 participants

Henry, Meisenheimer & Gende, Inc.'s Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan reported $2M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,723 in Professional & Technical Services (20,173 peers)

Henry, Meisenheimer & Gende, Inc. multi-year trail

Henry, Meisenheimer & Gende, Inc.'s plans moved +92.0% in assets from 2022 to 2024; this filing shows Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan at $2M / 40 participants.

#4,723
in Professional & Technical Services (20,173 peers)
+27.0%
assets growth YoY

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,721,018 28th percentile higher than 28% 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

Henry, Meisenheimer & Gende, Inc. 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. Henry, Meisenheimer & Gende, Inc. 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

  • Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan reported net income fell from $459K in the plan year 2023 filing to $366K in the plan year 2024 filing.
  • Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan reported participants fell from 42 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370895414 · Henry, Meisenheimer & Gende, Inc. PY 2024 · ESOP

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan · $2M · 40 · 28th

  • 5500 $2M
  • 5500 40
  • 5500 28th
  • 5500 ESOP
  • 5500 near Colonial Federal Savings Bank Employee Stock Ownership Plan
  • 5500 ind #4723

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 Illinois →

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership PlanHenry, Meisenheimer & Gende,…$2MColonial Federal Savings Bank Employee Stock Ownership PlanColonial Federal Savings Ban…$2MP.W. Grosser Consulting, Inc. Employee Stock Ownership PlanP.W. Grosser Consulting, Inc…$2MGaskets, Inc. Employee Stock Ownership PlanGaskets, Inc. Employee Stock…$2MFreedman & Goldberg PC Employee Stock Ownership PlanFreedman & Goldberg PC Emplo…$2M
End-of-year total assets ($M) among Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Henry, Meisenheimer & Gende, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry, Meisenheimer & Gende, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 92.03439399332517% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.9M $1.72M ▲ +91.1%
Year Plans Participants Total Assets
2022 1 39 $896K
2023 1 42 $1M
2024 1 40 $2M

Henry, Meisenheimer & Gende, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$366K
Employer EIN370895414
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001721018 · Participants: 40Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Colonial Federal Savings Bank Employee Stock Ownership Plan in MA ($2M); 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 Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan grew sharply - up 27.0% during 2024, from $1M to $2M. Reported net income was $366K.
How have Henry, Meisenheimer & Gende, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry, Meisenheimer & Gende, Inc.'s sponsor-wide assets grew 92.0%, from $896K to $2M.
Which ESOP plans are similar in size to Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Colonial Federal Savings Bank Employee Stock Ownership Plan in MA ($2M, 27 participants).
Which ESOP plans cover a similar participant headcount to Henry, Meisenheimer & Gende, Inc. 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 370895414.

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.