ESOP · DOL Form 5500 · 2022

Glenwood Electric, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
109
Participants Small participant base
53rd
Percentile by assets National rank
$51,771
Avg per participant Low balance/head
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Official DOL plan name: Glenwood Electric, Inc. Employee Stock Ownership Plan · Sponsored by Glenwood Electric, Inc. · Kentucky · Construction

$6M in assets, 109 participants

Glenwood Electric, Inc.'s Glenwood Electric, Inc. Employee Stock Ownership Plan reported $6M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,205 in Construction (9,927 peers)

Coverage in Kentucky

Glenwood Electric, Inc. Employee Stock Ownership Plan covers 109 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#5,205
in Construction (9,927 peers)
+35.4%
assets growth YoY

Glenwood Electric, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Glenwood Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,643,000 Top 47% higher than 53% 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

Glenwood Electric, Inc. 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. Glenwood Electric, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 310913270 · Glenwood Electric, Inc. PY 2022 · ESOP

Glenwood Electric, Inc. Employee Stock Ownership Plan · $6M · 109 · 53rd

  • SCH $6M
  • EBSA 109
  • PART 53rd
  • TYPE ESOP
  • NET near Optima Engineering, P.a. Employee Stock Ownership Plan
  • BOOK ind #5205

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 Kentucky →

Glenwood Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Glenwood Electric, Inc. Employee Stock Ownership PlanGlenwood Electric, Inc. Empl…$6MOptima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$6MTexas National Bank Employee Stock Ownership PlanTexas National Bank Employee…$6MAnderson Pump Company Employee Stock Ownership PlanAnderson Pump Company Employ…$6MJohnson and Turner Painting Company, Inc. ESOPJohnson and Turner Painting …$6M
End-of-year total assets ($M) among Glenwood Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$17M
Net Income$2M
Employer EIN310913270
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Glenwood Electric, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 419.65038100301257% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $5.64M $29.3M ▲ +419.9%
Year Plans Participants Total Assets
2022 1 109 $6M
2023 1 139 $13M
2024 1 138 $29M

Nearby ESOP Plans in Kentucky

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

Glenwood Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Glenwood Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005643 · Participants: 109Glenwood Electric, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Glenwood Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Glenwood Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Optima Engineering, P.a. Employee Stock Ownership Plan in NC ($6M); by covered participants it is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Glenwood Electric, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Glenwood Electric, Inc. Employee Stock Ownership Plan surged - up 35.4% during 2022, from $4M to $6M. Reported net income was $2M.
How have Glenwood Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Glenwood Electric, Inc.'s sponsor-wide assets grew 419.7%, from $6M to $29M.
Which ESOP plans are similar in size to Glenwood Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Optima Engineering, P.a. Employee Stock Ownership Plan in NC ($6M, 62 participants).
Which ESOP plans cover a similar participant headcount to Glenwood Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants, $76M 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 310913270.

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.