ESOP · DOL Form 5500 · 2024

Mundie & Co., Inc. ESOP

Data updated 2026-08-25

$7K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$7,405
Avg per participant Low balance/head
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Official DOL plan name: Mundie & Company Employee Stock Ownership Plan and Trust · Sponsored by Mundie & Co., Inc. · Illinois · Real Estate

$7K in assets, 1 participants

Mundie & Co., Inc.'s Mundie & Company Employee Stock Ownership Plan and Trust reported $7K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #74 in Real Estate (4,605 peers)

Mundie & Co., Inc. multi-year trail

Mundie & Co., Inc.'s plans moved -95.3% in assets from 2022 to 2024; this filing shows Mundie & Company Employee Stock Ownership Plan and Trust at $7K / 1 participant.

#74
in Real Estate (4,605 peers)
-95.3%
assets change YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mundie & Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Mundie & Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,405 1st percentile higher than 1% 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

Mundie & Company 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. Mundie & Company 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

  • Mundie & Company Employee Stock Ownership Plan and Trust reported net income fell from $480 in the plan year 2023 filing to -$149K in the plan year 2024 filing.
  • Mundie & Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $157K in the plan year 2023 filing to $7K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363168649 · Mundie & Co., Inc. PY 2024 · ESOP

Mundie & Company Employee Stock Ownership Plan and Trust · $7K · 1 · 1st

  • PCT $7K
  • PCT 1
  • PCT 1st
  • PCT ESOP
  • PCT near Hafendorfer Machine, Inc. Employee Stock Ownership Plan
  • PCT ind #74

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 →

Mundie & Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$7KHafendorfer Machine, Inc. Employee Stock Ownership PlanHafendorfer Machine, Inc. Em…$7KDtech Administrative Services, Inc. Employee Stock Ownership PlanDtech Administrative Service…$7KHernandez Consulting Inc. Employee Stock Ownership Plan and TrustHernandez Consulting Inc. Em…$7KAres Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$7K
End-of-year total assets ($M) among Mundie & Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mundie & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mundie & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 95.26410376121618% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.01M ▼ -93.8%
Year Plans Participants Total Assets
2022 2 6 $156K
2023 2 2 $157K
2024 2 2 $7K

Mundie & Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$157K
Net Assets (End of Year)$7K
Net Income-$149K
Employer EIN363168649
Plan Effective Date1983-03-22
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Mundie & Company 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 ($B) Participants Mundie & Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000007405 · Participants: 1Mundie & Company 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
Mundie & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Mundie & Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mundie & Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Hafendorfer Machine, Inc. Employee Stock Ownership Plan in KY ($7K); 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 Mundie & Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Mundie & Company Employee Stock Ownership Plan and Trust contracted severely - down 95.3% during 2024, from $157K to $7K. Reported net income was -$149K.
How have Mundie & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mundie & Co., Inc.'s sponsor-wide assets declined 95.3%, from $156K to $7K.
Where does Mundie & Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Mundie & Company Employee Stock Ownership Plan and Trust ranks in the 1st 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 Mundie & Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hafendorfer Machine, Inc. Employee Stock Ownership Plan in KY ($7K, 37 participants).
Which ESOP plans cover a similar participant headcount to Mundie & Company 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 363168649.

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.