ESOP · DOL Form 5500 · 2022

Seneca Medical Holdings, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
281
Participants Below avg headcount
86th
Percentile by assets National rank
$139,914
Avg per participant Near avg balance/head
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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.

  • #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.

#5,929
in Wholesale Trade (6,843 peers)
-5.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Seneca Medical Employee Stock Ownership Plan and Trust's outsized position by total assets

Seneca Medical Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$39,315,696 Top 14% higher than 86% 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

Seneca Medical Employee Stock Ownership Plan and Trust 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. Seneca Medical Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (281 participants).

EBSA filing schedule strip

Filing strip 810816640 · Seneca Medical Holdings, Inc. PY 2022 · ESOP

Seneca Medical Employee Stock Ownership Plan and Trust · $39M · 281 · 86th

  • RANK $39M
  • RANK 281
  • RANK 86th
  • RANK ESOP
  • RANK near Re/Spec Inc. Employee Stock Ownership Plan
  • RANK ind #5929

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 Ohio →

Seneca Medical Employee Stock Ownership Plan and Trust in the asset neighbourhood

Seneca Medical Employee Stock Ownership Plan and TrustSeneca Medical Employee Stoc…$39MDudek Employee Stock Ownership PlanDudek Employee Stock Ownersh…$39MRe/Spec Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock …$39MMayo Construction Company, Inc. Employee Stock Ownership Plan and TrustMayo Construction Company, I…$39MAdvance Capital Group, Inc. Employee Stock Ownership PlanAdvance Capital Group, Inc. …$39M
End-of-year total assets ($M) among Seneca Medical Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Seneca Medical Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 39.76489440756689% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $39.3M $23.7M ▼ -39.8%
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 Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Seneca Medical Employee Stock Ownership Plan and Trust, Total assets ($B): 0.039315696 · Participants: 281Seneca Medical Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Seneca Medical Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Seneca Medical Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Re/Spec Inc. Employee Stock Ownership Plan in SD ($39M); by covered participants it is First Volunteer Corporation Employee Stock Ownership Plan in TN (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 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).
Which ESOP plans cover a similar participant headcount to Seneca Medical Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Volunteer Corporation Employee Stock Ownership Plan in TN (282 participants, $15M 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 810816640.

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.