ESOP · DOL Form 5500 · 2022
Ogden Forklifts, Inc. ESOP
Data updated 2026-08-11
- $40M
- Total assets
- 97
- Participants
- 86th
- Percentile by assets
- $414,793
- Avg per participant
Official DOL plan name: Ogden Forklifts, Inc. Employee Stock Ownership Plan · Sponsored by Ogden Forklifts, Inc. · Georgia · Manufacturing
$40M in assets, 97 participants
Ogden Forklifts, Inc.'s Ogden Forklifts, Inc. Employee Stock Ownership Plan reported $40M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #16,420 in Manufacturing (20,602 peers)
Where Ogden Forklifts, Inc. Employee Stock Ownership Plan sits by assets
Ogden Forklifts, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $40M for 97 participants (~$414,793/participant), up 42.0% in 2022.
- $40M
- total plan assets (2022 EOY)
- 97
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $414,793
- avg assets per participant
Ogden Forklifts, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Ogden Forklifts, Inc. Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $12M |
| Employer EIN | 464423610 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ogden Forklifts, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $40M |
| 2023 | 1 | 112 | $48M |
| 2024 | 1 | 121 | $36M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ogden Forklifts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $689M · 1,759
- Choate Construction Company Employee Stock Ownership Plan $316M · 424
- Brent Scarbrough & Company Employee Stock Ownership Plan $253M · 427
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $190M · 397
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $137M · 314
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ogden Forklifts, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Ogden Forklifts, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ogden Forklifts, Inc. Employee Stock Ownership Plan 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 Georgia. Compare plans
- Ogden Forklifts, Inc.'s sponsor-wide assets have declined 11.7% since 2022 across 3 plan years on file. More Manufacturing plans