ESOP · DOL Form 5500 · 2022

Ogden Forklifts, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
97
Participants Small participant base
86th
Percentile by assets National rank
$414,793
Avg per participant High balance/head
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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.

  • #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.

#16,420
in Manufacturing (20,602 peers)
+42.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ogden Forklifts, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ogden Forklifts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$40,234,960 Top 14% higher than 86% 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

Ogden Forklifts, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ogden Forklifts, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 464423610 · Ogden Forklifts, Inc. PY 2022 · ESOP

Ogden Forklifts, Inc. Employee Stock Ownership Plan · $40M · 97 · 86th

  • RANK $40M
  • RANK 97
  • RANK 86th
  • RANK ESOP
  • RANK near Mid America Steel, Inc. Employee Stock Ownership Plan
  • RANK ind #16420

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 Georgia →

Ogden Forklifts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Elite Associates Holding, Inc. Employee Stock Ownership Plan and TrustElite Associates Holding, In…$40MPortland Air Freight, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. E…$40MMid America Steel, Inc. Employee Stock Ownership PlanMid America Steel, Inc. Empl…$40MOgden Forklifts, Inc. Employee Stock Ownership PlanOgden Forklifts, Inc. Employ…$40MSystems Engineering, Inc. Employee Stock Ownership PlanSystems Engineering, Inc. Em…$40M
End-of-year total assets ($M) among Ogden Forklifts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$37M
Net Income$12M
Employer EIN464423610
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ogden Forklifts, Inc.)

Sponsor-wide plan assets over time

All Ogden Forklifts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 11.717322447940797% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $40.2M $35.5M ▼ -11.7%
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 Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Ogden Forklifts, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.23496 · Participants: 97Ogden Forklifts, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Ogden Forklifts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Ogden Forklifts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ogden Forklifts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Mid America Steel, Inc. Employee Stock Ownership Plan in ND ($40M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Ogden Forklifts, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ogden Forklifts, Inc. Employee Stock Ownership Plan surged - up 42.0% during 2022, from $28M to $40M. Reported net income was $12M.
How have Ogden Forklifts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ogden Forklifts, Inc.'s sponsor-wide assets declined 11.7%, from $40M to $36M.
Where does Ogden Forklifts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ogden Forklifts, Inc. Employee Stock Ownership Plan ranks in the 86th 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 Ogden Forklifts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid America Steel, Inc. Employee Stock Ownership Plan in ND ($40M, 32 participants).
Which ESOP plans cover a similar participant headcount to Ogden Forklifts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $123M 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 464423610.

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.