ESOP · DOL Form 5500 · 2024

Indiana Professional Management Group, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
379
Participants Below avg headcount
69th
Percentile by assets National rank
$50,534
Avg per participant Low balance/head
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Official DOL plan name: Indiana Professional Management Group, Inc. Employee Stock Ownership Plan · Sponsored by Indiana Professional Management Group, Inc. · Indiana · Healthcare & Social Assistance

$19M in assets, 379 participants

Indiana Professional Management Group, Inc.'s Indiana Professional Management Group, Inc. Employee Stock Ownership Plan reported $19M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,540 in Healthcare & Social Assistance (16,916 peers)

Indiana Professional Management Group, Inc. multi-year trail

Indiana Professional Management Group, Inc.'s plans moved +55.7% in assets from 2022 to 2024; this filing shows Indiana Professional Management Group, Inc. Employee Stock Ownership Plan at $19M / 379 participants.

#12,540
in Healthcare & Social Assistance (16,916 peers)
+26.5%
assets growth YoY

Indiana Professional Management Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Indiana Professional Management Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,152,574 Top 31% higher than 69% 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

Indiana Professional Management Group, 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. Indiana Professional Management Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Indiana Professional Management Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Indiana Professional Management Group, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Indiana Professional Management Group, Inc. Employee Stock Ownership Plan reported participants rose from 343 in the plan year 2023 filing to 379 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202603894 · Indiana Professional Management Group, Inc. PY 2024 · ESOP

Indiana Professional Management Group, Inc. Employee Stock Ownership Plan · $19M · 379 · 69th

  • BOOK $19M
  • VS-ST 379
  • BOY 69th
  • SCH ESOP
  • EBSA near Msl Electric, Inc. Employee Stock Ownership Stock Plan
  • PART ind #12540

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 →

Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

March-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$19MIndiana Professional Management Group, Inc. Employee Stock Ownership PlanIndiana Professional Managem…$19MMsl Electric, Inc. Employee Stock Ownership Stock PlanMsl Electric, Inc. Employee …$19MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$19MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$19M
End-of-year total assets ($M) among Indiana Professional Management Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana Professional Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Indiana Professional Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 55.71278900071742% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.8M $29.3M ▲ +55.7%
Year Plans Participants Total Assets
2022 2 709 $19M
2023 2 773 $24M
2024 2 830 $29M

Indiana Professional Management Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN202603894
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Indiana Professional Management Group, 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 ($B) Participants Indiana Professional Management Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019152574 · Participants: 379Indiana Professional Management Group, 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
Indiana Professional Management Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Indiana Professional Management Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Indiana Professional Management Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Msl Electric, Inc. Employee Stock Ownership Stock Plan in CA ($19M); by covered participants it is Arete Associates Employee Stock Ownership Plan in CA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Indiana Professional Management Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Indiana Professional Management Group, Inc. Employee Stock Ownership Plan grew sharply - up 26.5% during 2024, from $15M to $19M. Reported net income was $4M.
How have Indiana Professional Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Professional Management Group, Inc.'s sponsor-wide assets grew 55.7%, from $19M to $29M.
Which ESOP plans are similar in size to Indiana Professional Management Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Msl Electric, Inc. Employee Stock Ownership Stock Plan in CA ($19M, 19 participants).
Which ESOP plans cover a similar participant headcount to Indiana Professional Management Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Arete Associates Employee Stock Ownership Plan in CA (379 participants, $77M 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 202603894.

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.