ESOP · DOL Form 5500 · 2024

Neri Contractors & Excavators, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Neri Contractors & Excavators, Inc. · Illinois · Construction

$1M in assets, 1 participants

Neri Contractors & Excavators, Inc.'s Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,066 in Construction (9,039 peers)

What the 2024 filing shows

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust holds $1M for 1 participant - about $1.2M per participant, among the smaller plans by assets on file.

#2,066
in Construction (9,039 peers)
+0.0%
assets growth YoY

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,160,000 24th percentile higher than 24% 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

Neri Contractors & Excavators, 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. Neri Contractors & Excavators, 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

  • Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 3 in the plan year 2023 filing to 1 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363436627 · Neri Contractors & Excavators, Inc. PY 2024 · ESOP

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust · $1M · 1 · 24th

  • BOOK $1M
  • BOOK 1
  • BOOK 24th
  • BOOK ESOP
  • BOOK near Sterling Refrigeration Employee Stock Ownership Plan
  • BOOK ind #2066

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 →

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and TrustNeri Contractors & Excavator…$1MSterling Refrigeration Employee Stock Ownership PlanSterling Refrigeration Emplo…$1MAir Conditioning & Heating Service Company Employee Stock Ownership PlanAir Conditioning & Heating S…$1MEmployee Stock Ownership Plan of Select Healthcare, Inc.Employee Stock Ownership Pla…$1MAgile Six Applications, Inc. Employee Stock Ownership PlanAgile Six Applications, Inc.…$1M
End-of-year total assets ($M) among Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Employer EIN363436627
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neri Contractors & Excavators, Inc.)

Sponsor-wide plan assets over time

All Neri Contractors & Excavators, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.526748971193416% vs 2022
2024 filing year
$1.14M$1.16M$1.18M$1.2M$1.22M$1.24M 202220232024 $1.22M $1.16M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 1 $1M

Nearby ESOP Plans in Illinois

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

Neri Contractors & Excavators, 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 ($B) Participants Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00116 · Participants: 1Neri Contractors & Excavators, 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
Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Neri Contractors & Excavators, 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 Sterling Refrigeration Employee Stock Ownership Plan in NC ($1M); 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 Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust held essentially flat - up 0.0% during 2024, from $1M to $1M.
How have Neri Contractors & Excavators, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neri Contractors & Excavators, Inc.'s sponsor-wide assets declined 4.5%, from $1M to $1M.
Where does Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust ranks in the 24th 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 Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sterling Refrigeration Employee Stock Ownership Plan in NC ($1M, 30 participants).
Which ESOP plans cover a similar participant headcount to Neri Contractors & Excavators, 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 363436627.

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.