ESOP · DOL Form 5500 · 2022

Ferguson Electric, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
68
Participants Small participant base
89th
Percentile by assets National rank
$796,341
Avg per participant High balance/head
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Official DOL plan name: Ferguson Electric Employee Stock Ownership Plan · Sponsored by Ferguson Electric, Inc. · New York · Construction

$54M in assets, 68 participants

Ferguson Electric, Inc.'s Ferguson Electric Employee Stock Ownership Plan reported $54M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,632 in Construction (9,927 peers)

Where Ferguson Electric Employee Stock Ownership Plan sits by assets

Ferguson Electric Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $54M for 68 participants (~$796,341/participant), down 28.4% in 2022.

#8,632
in Construction (9,927 peers)
-28.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ferguson Electric Employee Stock Ownership Plan's outsized position by total assets

Ferguson Electric Employee Stock Ownership Plan vs every filed plan by assets

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

$54,151,190 Top 11% higher than 89% 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

Ferguson Electric 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. Ferguson Electric Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 160430730 · Ferguson Electric, Inc. PY 2022 · ESOP

Ferguson Electric Employee Stock Ownership Plan · $54M · 68 · 89th

  • 5500 $54M
  • ASSETS 68
  • PCT 89th
  • EIN ESOP
  • RANK near Drake-Williams Steel, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8632

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 New York →

Ferguson Electric Employee Stock Ownership Plan in the asset neighbourhood

Fishback Financial Corporation Employee Stock Ownership PlanFishback Financial Corporati…$55MKentuckiana Comfort Center, Inc. Employee Stock Ownership PlanKentuckiana Comfort Center, …$54MRyan Lawn & Tree, Inc. Employee Stock Ownership PlanRyan Lawn & Tree, Inc. Emplo…$54MFerguson Electric Employee Stock Ownership PlanFerguson Electric Employee S…$54MDrake-Williams Steel, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. E…$54M
End-of-year total assets ($M) among Ferguson Electric 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)$76M
Net Assets (End of Year)$54M
Net Income-$21M
Employer EIN160430730
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferguson Electric, Inc.)

Sponsor-wide plan assets over time

All Ferguson Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 9.574722180620592% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $54.2M $49M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 68 $54M
2023 1 64 $51M
2024 1 72 $49M

Nearby ESOP Plans in New York

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

Ferguson Electric Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Ferguson Electric Employee Stock Ownership Plan, Total assets ($M): 54.15119 · Participants: 68Ferguson Electric Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Ferguson Electric Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ferguson Electric Employee Stock Ownership Plan side-by-side with 3 peers →

Ferguson Electric Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Drake-Williams Steel, Inc. Employee Stock Ownership Plan in NE ($54M); by covered participants it is Cmg, Inc. in WI (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Ferguson Electric Employee Stock Ownership Plan assets move in 2022? ▼
Ferguson Electric Employee Stock Ownership Plan declined sharply - down 28.4% during 2022, from $76M to $54M. Reported net income was -$21M.
How have Ferguson Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferguson Electric, Inc.'s sponsor-wide assets declined 9.6%, from $54M to $49M.
Where does Ferguson Electric Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferguson Electric Employee Stock Ownership Plan ranks in the 89th 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 Ferguson Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Drake-Williams Steel, Inc. Employee Stock Ownership Plan in NE ($54M, 223 participants).
Which ESOP plans cover a similar participant headcount to Ferguson Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cmg, Inc. in WI (68 participants, $126M 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 160430730.

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.