ESOP · DOL Form 5500 · 2024
Irwin Broh & Associates, Inc. ESOP
Data updated 2026-08-25
- $165K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $13,750
- Avg per participant Low balance/head
Official DOL plan name: Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Irwin Broh & Associates, Inc. · Illinois · Administrative & Support Services
$165K in assets, 12 participants
Irwin Broh & Associates, Inc.'s Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust reported $165K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #947 in Administrative & Support Services (4,368 peers)
Irwin Broh & Associates, Inc. multi-year trail
Irwin Broh & Associates, Inc.'s plans moved -85.9% in assets from 2022 to 2024; this filing shows Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust at $165K / 12 participants.
- #947
- in Administrative & Support Services (4,368 peers)
- -78.7%
- assets change YoY
The plan reported a net loss of $608K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,000 9th percentile higher than 9% 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
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $773K in the plan year 2023 filing to $165K in the plan year 2024 filing.
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$398K in the plan year 2023 filing to -$608K in the plan year 2024 filing.
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362728376 · Irwin Broh & Associates, Inc. PY 2024 · ESOP
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust · $165K · 12 · 9th
- PCT $165K
- EIN 12
- RANK 9th
- PHOTO ESOP
- IND near Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan
- EOY ind #947
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 →
Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Irwin Broh & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Irwin Broh & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $165K 85.91053789296791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $1M |
| 2023 | 1 | 13 | $773K |
| 2024 | 1 | 12 | $165K |
Irwin Broh & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $773K |
|---|---|
| Net Assets (End of Year) | $165K |
| Net Income | -$608K |
| Employer EIN | 362728376 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
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
Irwin Broh & Associates, 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 Gbms of S. W. Fl, Inc. Employee Stock Ownership Plan in FL ($165K); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.