ESOP · DOL Form 5500 · 2022
Roush Holdings, Inc. ESOP
Data updated 2026-08-11
- $116M
- Total assets
- 350
- Participants
- 93rd
- Percentile by assets
- $330,936
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $116M
- total plan assets (2022 EOY)
- 350
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $330,936
- avg assets per participant
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Roush Holdings Employee Stock Ownership Plan reports 350 participants - about 46% of that state average ($116M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $20M |
| Employer EIN | 814228008 |
| Plan Effective Date | 1991-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roush Holdings, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Roush Holdings Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Roush Holdings Employee Stock Ownership Plan's numbers.
- By total assets, Roush Holdings Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Roush Holdings, Inc.'s sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Retail Trade plans