ESOP · DOL Form 5500 · 2022
Scot Forge Company ESOP
Data updated 2026-08-11
- $970M
- Total assets
- 495
- Participants
- 99th
- Percentile by assets
- $2.0M
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $970M
- total plan assets (2022 EOY)
- 495
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $2.0M
- avg assets per participant
Scot Forge Company Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Scot Forge Company Employee Stock Ownership Plan outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 9.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $805M |
|---|---|
| Net Assets (End of Year) | $885M |
| Net Income | $149M |
| Employer EIN | 362911912 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scot Forge Company)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Rli Corp. Employee Stock Ownership Plan $342M · 826
- Parksite Inc. Employee Stock Ownership Plan $278M · 642
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Scot Forge Company Employee Stock Ownership Plan by total assets, not by location.
- Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) $995M · 1,488
- The Bank of America Transferred Savings Account Plan (RI) $1.0B · 5,057
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.1B · 1,155
- Evapco, Inc. Employee Stock Ownership Plan (MD) $876M · 1,522
Frequently Asked Questions
How did Scot Forge Company Employee Stock Ownership Plan assets move in 2022? ▼
How have Scot Forge Company plan assets changed over time? ▼
Where does Scot Forge Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Scot Forge Company Employee Stock Ownership Plan? ▼
Next read for Scot Forge Company Employee Stock Owners…
Scale reading
Ways to act on Scot Forge Company Employee Stock Ownership Plan's numbers.
- By total assets, Scot Forge Company Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Scot Forge Company's sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Manufacturing plans