ESOP · DOL Form 5500 · 2024

Spurmaxim, Inc. ESOP

Data updated 2026-08-25

$78K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$77,833
Avg per participant Below avg balance/head
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Official DOL plan name: Spurmaxim, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Spurmaxim, Inc. · Illinois · Finance & Insurance

$78K in assets, 1 participants

Spurmaxim, Inc.'s Spurmaxim, Inc. Employee Stock Ownership Plan and Trust reported $78K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #242 in Finance & Insurance (8,549 peers)

Spurmaxim, Inc. multi-year trail

Spurmaxim, Inc.'s plans moved -80.9% in assets from 2022 to 2024; this filing shows Spurmaxim, Inc. Employee Stock Ownership Plan and Trust at $78K / 1 participant.

#242
in Finance & Insurance (8,549 peers)
+520.2%
assets growth YoY

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$77,833 5th percentile higher than 5% 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

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spurmaxim, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spurmaxim, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $13K in the plan year 2023 filing to $78K in the plan year 2024 filing.
  • Spurmaxim, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$394K in the plan year 2023 filing to $65K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363897797 · Spurmaxim, Inc. PY 2024 · ESOP

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust · $78K · 1 · 5th

  • BOOK $78K
  • BOOK 1
  • BOOK 5th
  • BOOK ESOP
  • BOOK near Bnim Employee Stock Ownership Plan
  • BOOK ind #242

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 →

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Spurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$78KBnim Employee Stock Ownership PlanBnim Employee Stock Ownershi…$78KDornerworks Employee Stock Ownership PlanDornerworks Employee Stock O…$80KCreative Solutions Group, Inc. Employee Stock Ownership PlanCreative Solutions Group, In…$80KRiv 512 Administrative Services, Inc., Employees Stock Ownership PlanRiv 512 Administrative Servi…$75K
End-of-year total assets ($M) among Spurmaxim, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Spurmaxim, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spurmaxim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78K 80.87486208955518% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.41M $0.08M ▼ -80.5%
Year Plans Participants Total Assets
2022 1 1 $407K
2023 1 1 $13K
2024 1 1 $78K

Spurmaxim, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13K
Net Assets (End of Year)$78K
Net Income$65K
Employer EIN363897797
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Spurmaxim, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000077833 · Participants: 1Spurmaxim, Inc. Employee Stock Ownership Plan and TrustAmsted 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
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Spurmaxim, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Bnim Employee Stock Ownership Plan in MO ($78K); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Spurmaxim, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust surged - up 520.2% during 2024, from $13K to $78K. Reported net income was $65K.
How have Spurmaxim, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spurmaxim, Inc.'s sponsor-wide assets declined 80.9%, from $407K to $78K.
Where does Spurmaxim, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Spurmaxim, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bnim Employee Stock Ownership Plan in MO ($78K, 85 participants).
Which ESOP plans cover a similar participant headcount to Spurmaxim, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blazer Employee Stock Ownership Plan in CO (1 participant, N/A 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 363897797.

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.