ESOP · DOL Form 5500 · 2022

Elus Company ESOP

Data updated 2026-08-11

$21M
Total assets
20
Participants
78th
Percentile by assets
$1.0M
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$21M
total plan assets (2022 EOY)
20
covered participants
78th
percentile by assets (of 139,126 plans)
$1.0M
avg assets per participant

Where Elus Company Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

State
Industry

Rank #299 in Utilities

Among 738 Utilities plans that filed a Form 5500 for plan year 2022, Elus Company Employee Stock Ownership Plan and Trust ranks #299 by end-of-year assets - about 2564% of the sector average of $537M. Nationally it sits in the 78th percentile, a weaker position within its industry than across all filers.

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)

$15M$20M$25M$30M$35M 202220232024 $20.9M $32.1M ▲ +53.5%
Total plan assets by year, all Elus Company plans on file
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

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 Employe…Procter & Gamble Pro…The Garland Industri…Advanced Drainage Sy…Messer Inc. Employee…Cleveland Steel Cont…
Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Elus Company Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Elus Company Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Elus Company Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Elus Company Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Elus Company's sponsor-wide assets have grown 53.4% since 2022 across 3 plan years on file. More Utilities plans