ESOP · DOL Form 5500 · 2024
Haumiller Engineering Company ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $156,380
- Avg per participant Above avg balance/head
Official DOL plan name: Haumiller Engineering Company Employee Stock Ownership Plan · Sponsored by Haumiller Engineering Company · Illinois · Professional & Technical Services
$30M in assets, 190 participants
Haumiller Engineering Company's Haumiller Engineering Company Employee Stock Ownership Plan reported $30M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,565 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Haumiller Engineering Company Employee Stock Ownership Plan covers 190 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $30M.
- #15,565
- in Professional & Technical Services (20,173 peers)
- -2.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $940K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haumiller Engineering Company Employee Stock Ownership Plan's outsized position by total assets
Haumiller Engineering Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,712,184 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Haumiller Engineering Company 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. Haumiller Engineering Company Employee Stock Ownership Plan sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Haumiller Engineering Company Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to -$940K in the plan year 2024 filing.
- Haumiller Engineering Company Employee Stock Ownership Plan reported participants rose from 141 in the plan year 2023 filing to 190 in the plan year 2024 filing.
- Haumiller Engineering Company Employee Stock Ownership Plan end-of-year assets fell from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362519124 · Haumiller Engineering Company PY 2024 · ESOP
Haumiller Engineering Company Employee Stock Ownership Plan · $30M · 190 · 77th
- PHOTO $30M
- PHOTO 190
- PHOTO 77th
- PHOTO ESOP
- PHOTO near Allen Agency Employee Stock Ownership Plan
- PHOTO ind #15565
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 →
Haumiller Engineering Company Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$940K |
| Employer EIN | 362519124 |
| Plan Effective Date | 1977-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haumiller Engineering Company)
Sponsor-wide plan assets over time
All Haumiller Engineering Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 13.23076315181775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 415 | $62M |
| 2023 | 3 | 487 | $61M |
| 2024 | 3 | 613 | $70M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Haumiller Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Allen Agency Employee Stock Ownership Plan in ME ($30M); by covered participants it is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.