ESOP · DOL Form 5500 · 2022

Elus Company ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
20
Participants Small participant base
78th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Elus Company Employee Stock Ownership Plan and Trust · Sponsored by Elus Company · Ohio · Utilities

$21M in assets, 20 participants

Elus Company's Elus Company Employee Stock Ownership Plan and Trust reported $21M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #299 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Elus Company Employee Stock Ownership Plan and Trust ranks #299 of 738 2022 filers by assets (2564% of the sector average)-$21M for 20 participants.

#299
in Utilities (738 peers)
+11.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Elus Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Elus Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$20,944,383 Top 22% higher than 78% 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

Elus Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elus Company Employee Stock Ownership Plan and Trust is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 311102250 · Elus Company PY 2022 · ESOP

Elus Company Employee Stock Ownership Plan and Trust · $21M · 20 · 78th

  • PHOTO $21M
  • PHOTO 20
  • PHOTO 78th
  • PHOTO ESOP
  • PHOTO near The T. H. Rogers Lumber Company Employee Stock Ownership Plan
  • PHOTO ind #299

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 →

Elus Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, …$21MElus Company Employee Stock Ownership Plan and TrustElus Company Employee Stock …$21MThe T. H. Rogers Lumber Company Employee Stock Ownership PlanThe T. H. Rogers Lumber Comp…$21MPalmer Group Employee Stock Ownership PlanPalmer Group Employee Stock …$21MAxia Holdings, Inc. Employee Stock Ownership PlanAxia Holdings, Inc. Employee…$21M
End-of-year total assets ($M) among Elus Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN311102250
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elus Company)

Sponsor-wide plan assets over time

All Elus Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 53.44432442817724% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $32.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 20 $21M
2023 1 20 $25M
2024 1 21 $32M

Nearby ESOP Plans in Ohio

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

Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Elus Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.020944383 · Participants: 20Elus Company Employee Stock Ownership Plan and TrustProcter & 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
Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Elus Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Elus Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK ($21M); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Elus Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Elus Company Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.9% during 2022, from $19M to $21M. Reported net income was $3M.
How have Elus Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elus Company's sponsor-wide assets grew 53.4%, from $21M to $32M.
Where does Elus Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Elus Company Employee Stock Ownership Plan and Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK ($21M, 160 participants).
Which ESOP plans cover a similar participant headcount to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants, $4M 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 311102250.

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.