ESOP · DOL Form 5500 · 2022

Roush Holdings, Inc. ESOP

Data updated 2026-08-25

$116M
Total assets Near avg plan size
350
Participants Below avg headcount
93rd
Percentile by assets National rank
$330,936
Avg per participant High balance/head
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Official DOL plan name: Roush Holdings Employee Stock Ownership Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$116M in assets, 350 participants

Roush Holdings, Inc.'s Roush Holdings Employee Stock Ownership Plan reported $116M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,180 in Retail Trade (9,519 peers)

Coverage in Ohio

Roush Holdings Employee Stock Ownership Plan covers 350 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $116M.

#9,180
in Retail Trade (9,519 peers)
+38.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Roush Holdings Employee Stock Ownership Plan's outsized position by total assets

Roush Holdings Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$115,827,475 Top 7% higher than 93% of 139,123 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 2022

Roush Holdings Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roush Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (350 participants).

Plan-year Form 5500 strip

Filing strip 814228008 · Roush Holdings, Inc. PY 2022 · ESOP

Roush Holdings Employee Stock Ownership Plan · $116M · 350 · 93rd

  • NET $116M
  • BOOK 350
  • VS-ST 93rd
  • BOY ESOP
  • SCH near Entech Sales and Service Employees' Stock Ownership Plan
  • EBSA ind #9180

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 Ohio →

Roush Holdings Employee Stock Ownership Plan in the asset neighbourhood

Roush Holdings Employee Stock Ownership PlanRoush Holdings Employee Stoc…$116MEntech Sales and Service Employees' Stock Ownership PlanEntech Sales and Service Emp…$116MHb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$115MBrinkmann Constructors Employee Stock Ownership PlanBrinkmann Constructors Emplo…$115MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$115M
End-of-year total assets ($M) among Roush Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$103M
Net Income$20M
Employer EIN814228008
Plan Effective Date1991-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Holdings, Inc.)

Sponsor-wide plan assets over time

All Roush Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Nearby ESOP Plans in Ohio

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

Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Roush Holdings Employee Stock Ownership Plan, Total assets ($B): 0.115827475 · Participants: 350Roush Holdings Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Roush Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Roush Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Entech Sales and Service Employees' Stock Ownership Plan in TX ($116M); by covered participants it is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roush Holdings Employee Stock Ownership Plan assets move in 2022? ▼
Roush Holdings Employee Stock Ownership Plan surged - up 38.2% during 2022, from $84M to $116M. Reported net income was $20M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Where does Roush Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roush Holdings Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Entech Sales and Service Employees' Stock Ownership Plan in TX ($116M, 351 participants).
Which ESOP plans cover a similar participant headcount to Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (350 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814228008.

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.