ESOP · DOL Form 5500 · 2022

Seneca Medical Holdings, Inc. ESOP

Data updated 2026-08-11

$39M
Total assets
281
Participants
86th
Percentile by assets
$139,914
Avg per participant
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Official DOL plan name: Seneca Medical Employee Stock Ownership Plan and Trust · Sponsored by Seneca Medical Holdings, Inc. · Ohio · Wholesale Trade

$39M in assets, 281 participants

Seneca Medical Holdings, Inc.'s Seneca Medical Employee Stock Ownership Plan and Trust reported $39M in total assets and 281 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.

  • 86th percentile by assets (of 139,126 plans)
  • #5,929 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Seneca Medical Employee Stock Ownership Plan and Trust covers 281 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $39M.

$39M
total plan assets (2022 EOY)
281
covered participants
86th
percentile by assets (of 139,126 plans)
$139,914
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Seneca Medical Employee Stock Ownership Plan and Trust reports 281 participants - about 37% of that state average ($39M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$39M
Net Income-$3M
Employer EIN810816640
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seneca Medical Holdings, Inc.)

$20M$25M$30M$35M$40M$45M 202220232024 $39.3M $23.7M ▼ -39.8%
Total plan assets by year, all Seneca Medical Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 281 $39M
2023 1 238 $36M
2024 1 194 $24M

Nearby ESOP Plans in Ohio

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

Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Seneca Medical Emplo…Procter & Gamble Pro…The Garland Industri…Advanced Drainage Sy…Messer Inc. Employee…Cleveland Steel Cont…
Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Seneca Medical Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Seneca Medical Employee Stock Ownership Plan and Trust assets move in 2022?
Seneca Medical Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.7% during 2022, from $42M to $39M. Reported net income was -$3M.
How have Seneca Medical Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Seneca Medical Holdings, Inc.'s sponsor-wide assets declined 39.8%, from $39M to $24M.
Where does Seneca Medical Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Seneca Medical Employee Stock Ownership Plan and Trust 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 Seneca Medical Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Re/Spec Inc. Employee Stock Ownership Plan in SD ($39M, 516 participants).

Next read for Seneca Medical Employee Stock Ownership …

Filing takeaways

Ways to act on Seneca Medical Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Seneca Medical Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Seneca Medical Holdings, Inc.'s sponsor-wide assets have declined 39.8% since 2022 across 3 plan years on file. More Wholesale Trade plans