ESOP · DOL Form 5500 · 2024

Electronic Business Machines, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$272,273
Avg per participant High balance/head
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Official DOL plan name: Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Electronic Business Machines, Inc. · Kentucky · Professional & Technical Services

$3M in assets, 10 participants

Electronic Business Machines, Inc.'s Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,905 in Professional & Technical Services (20,173 peers)

Electronic Business Machines, Inc. multi-year trail

Electronic Business Machines, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement at $3M / 10 participants.

#5,905
in Professional & Technical Services (20,173 peers)
+25.0%
assets growth YoY

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$2,722,734 33rd percentile higher than 33% 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

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610711589 · Electronic Business Machines, Inc. PY 2024 · ESOP

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement · $3M · 10 · 33rd

  • RANK $3M
  • PHOTO 10
  • IND 33rd
  • EOY ESOP
  • 5500 near Matrix Technologies, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5905

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 Kentucky →

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

North Jackson Bank Employee Stock Ownership PlanNorth Jackson Bank Employee …$3MLester R. Summers, Inc. Employee Stock Ownership PlanLester R. Summers, Inc. Empl…$3MElectronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementElectronic Business Machines…$3MMatrix Technologies, Inc. Employee Stock Ownership PlanMatrix Technologies, Inc. Em…$3MWexco Incorporated Employee Stock Ownership PlanWexco Incorporated Employee …$3M
End-of-year total assets ($M) among Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Electronic Business Machines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Electronic Business Machines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.75263492078953% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.64M $2.72M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $3M

Electronic Business Machines, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$545K
Employer EIN610711589
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.002722734 · Participants: 10Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Matrix Technologies, Inc. Employee Stock Ownership Plan in ($3M); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼
Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement grew sharply - up 25.0% during 2024, from $2M to $3M. Reported net income was $545K.
How have Electronic Business Machines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electronic Business Machines, Inc.'s sponsor-wide assets grew 65.8%, from $2M to $3M.
Which ESOP plans are similar in size to Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Matrix Technologies, Inc. Employee Stock Ownership Plan in ($3M, 359 participants).
Which ESOP plans cover a similar participant headcount to Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants, 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 610711589.

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.