ESOP · DOL Form 5500 · 2022

Scot Forge Company ESOP

Data updated 2026-08-25

$970M
Total assets Above avg plan size
495
Participants Below avg headcount
99th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Scot Forge Company Employee Stock Ownership Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$970M in assets, 495 participants

Scot Forge Company's Scot Forge Company Employee Stock Ownership Plan reported $970M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,184 in Manufacturing (20,602 peers)

Where Scot Forge Company Employee Stock Ownership Plan sits by assets

Scot Forge Company Employee Stock Ownership Plan sits among the largest 1% of all filed plans, $970M for 495 participants (~$2.0M/participant), up 20.6% in 2022.

#20,184
in Manufacturing (20,602 peers)
+20.6%
assets growth YoY
9.7×
vs typical plan assets (national mean)

Scot Forge Company Employee Stock Ownership Plan's outsized position by total assets

Scot Forge Company Employee Stock Ownership Plan vs every filed plan by assets

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

$970,067,277 Top 1% higher than 99% 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

Scot Forge Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scot Forge Company Employee Stock Ownership Plan sits mid-pack in the medium band (495 participants).

Form 5500 schedule snapshot

Filing strip 362911912 · Scot Forge Company PY 2022 · ESOP

Scot Forge Company Employee Stock Ownership Plan · $970M · 495 · 99th

  • PHOTO $970M
  • PHOTO 495
  • PHOTO 99th
  • PHOTO ESOP
  • PHOTO near Rosendin Electric, Inc. Employee Stock Ownership Plan
  • PHOTO ind #20184

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 Illinois →

Scot Forge Company Employee Stock Ownership Plan in the asset neighbourhood

Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanMcnaughton-Mckay Electric Co…$1.1BThe Bank of America Transferred Savings Account PlanThe Bank of America Transfer…$1.0BRosendin Electric, Inc. Employee Stock Ownership PlanRosendin Electric, Inc. Empl…$995MScot Forge Company Employee Stock Ownership PlanScot Forge Company Employee …$970MEvapco, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock …$876M
End-of-year total assets ($B) among Scot Forge Company 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)$805M
Net Assets (End of Year)$885M
Net Income$149M
Employer EIN362911912
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Sponsor-wide plan assets over time

All Scot Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 47.89158979919414% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
Year Plans Participants Total Assets
2022 2 1,046 $1.0B
2023 2 930 $1.2B
2024 2 943 $1.5B

Nearby ESOP Plans in Illinois

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

Scot Forge Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Scot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership PlanParksite Inc. Employee Stock Ownership Plan, Total assets ($B): 0.27784711 · Participants: 642Parksite Inc. Employee Stock Ownership Plan
Scot Forge Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Scot Forge Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Rosendin Electric, Inc. Employee Stock Ownership Plan in CA ($995M); by covered participants it is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Scot Forge Company Employee Stock Ownership Plan assets move in 2022? ▼
Scot Forge Company Employee Stock Ownership Plan grew sharply - up 20.6% during 2022, from $805M to $970M. Reported net income was $149M.
How have Scot Forge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.
Where does Scot Forge Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Scot Forge Company Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Scot Forge Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rosendin Electric, Inc. Employee Stock Ownership Plan in CA ($995M, 1,488 participants).
Which ESOP plans cover a similar participant headcount to Scot Forge Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI (494 participants, $6M 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 362911912.

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.