ESOP · DOL Form 5500 · 2024

Imperial Woodworks, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
82
Participants Small participant base
35th
Percentile by assets National rank
$38,502
Avg per participant Low balance/head
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Official DOL plan name: Imperial Woodworks, Inc. Employee Stock Ownership Plan · Sponsored by Imperial Woodworks, Inc. · Texas · Manufacturing

$3M in assets, 82 participants

Imperial Woodworks, Inc.'s Imperial Woodworks, Inc. Employee Stock Ownership Plan reported $3M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,242 in Manufacturing (17,777 peers)

What the 2024 filing shows

Imperial Woodworks, Inc. Employee Stock Ownership Plan holds $3M for 82 participants - about $38,502 per participant, in the lower half of filed plans by assets.

#3,242
in Manufacturing (17,777 peers)
-0.1%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Imperial Woodworks, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Imperial Woodworks, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,157,161 35th percentile higher than 35% 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

Imperial Woodworks, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imperial Woodworks, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Imperial Woodworks, Inc. Employee Stock Ownership Plan reported net income rose from -$105K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
  • Imperial Woodworks, Inc. Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741364023 · Imperial Woodworks, Inc. PY 2024 · ESOP

Imperial Woodworks, Inc. Employee Stock Ownership Plan · $3M · 82 · 35th

  • 5500 $3M
  • 5500 82
  • 5500 35th
  • 5500 ESOP
  • 5500 near Heartland Affiliates, Inc. Employee Stock Ownership Plan
  • 5500 ind #3242

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 Texas →

Imperial Woodworks, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Imperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MHeartland Affiliates, Inc. Employee Stock Ownership PlanHeartland Affiliates, Inc. E…$3MSwearingin Bros Farms, Inc. Employee Stock OwnershSwearingin Bros Farms, Inc. …$3MMpeg Employee Stock Ownership PlanMpeg Employee Stock Ownershi…$3MCentury Next Bank Amended and Restated Employee Stock Ownership PlanCentury Next Bank Amended an…$3M
End-of-year total assets ($M) among Imperial Woodworks, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$3K
Employer EIN741364023
Plan Effective Date1971-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Imperial Woodworks, Inc.)

Sponsor-wide plan assets over time

All Imperial Woodworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.301812822438471% vs 2022
2024 filing year
$3.15M$3.2M$3.25M$3.3M 202220232024 $3.26M $3.16M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 59 $3M
2024 1 82 $3M

Nearby ESOP Plans in Texas

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

Imperial Woodworks, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Imperial Woodworks, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003157161 · Participants: 82Imperial Woodworks, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Imperial Woodworks, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Imperial Woodworks, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Heartland Affiliates, Inc. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants). Same-state nearby plans are listed separately above.

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 Imperial Woodworks, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Imperial Woodworks, Inc. Employee Stock Ownership Plan held essentially flat - down 0.1% during 2024, from $3M to $3M. Reported net income was -$3K.
How have Imperial Woodworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imperial Woodworks, Inc.'s sponsor-wide assets declined 3.3%, from $3M to $3M.
Which ESOP plans are similar in size to Imperial Woodworks, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heartland Affiliates, Inc. Employee Stock Ownership Plan in IN ($3M, 41 participants).
Which ESOP plans cover a similar participant headcount to Imperial Woodworks, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants, $10M 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 741364023.

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.