ESOP · DOL Form 5500 · 2022

New Energy Works of Rochester, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
132
Participants Small participant base
41st
Percentile by assets National rank
$23,188
Avg per participant Low balance/head
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Official DOL plan name: New Energy Works Employee Stock Ownership Plan · Sponsored by New Energy Works of Rochester, Inc. · New York · Manufacturing

$3M in assets, 132 participants

New Energy Works of Rochester, Inc.'s New Energy Works Employee Stock Ownership Plan reported $3M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,973 in Manufacturing (20,602 peers)

Coverage in New York

New Energy Works Employee Stock Ownership Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $3M.

#4,973
in Manufacturing (20,602 peers)
+32.2%
assets growth YoY

New Energy Works Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

New Energy Works Employee Stock Ownership Plan vs every filed plan by assets

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

$3,060,816 41st percentile higher than 41% 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

New Energy Works 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. New Energy Works Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 161212128 · New Energy Works of Rochester, Inc. PY 2022 · ESOP

New Energy Works Employee Stock Ownership Plan · $3M · 132 · 41st

  • ASSETS $3M
  • PCT 132
  • EIN 41st
  • RANK ESOP
  • PHOTO near Scientific Engineering Inc Employees Stock Ownership Plan
  • IND ind #4973

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 New York →

New Energy Works Employee Stock Ownership Plan in the asset neighbourhood

New Energy Works Employee Stock Ownership PlanNew Energy Works Employee St…$3MScientific Engineering Inc Employees Stock Ownership PlanScientific Engineering Inc E…$3MBank of Kilmichael Employee Stock Ownership PlanBank of Kilmichael Employee …$3MAuto Body Specialties, Inc. Employee Stock Ownership PlanAuto Body Specialties, Inc. …$3MNucon International, Inc. Employee Stock Ownership PlanNucon International, Inc. Em…$3M
End-of-year total assets ($M) among New Energy Works Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$501K
Employer EIN161212128
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Energy Works of Rochester, Inc.)

Sponsor-wide plan assets over time

All New Energy Works of Rochester, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.4817356267813% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.5M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 241 $11M
2023 2 255 $16M
2024 2 276 $16M

Nearby ESOP Plans in New York

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

New Energy Works Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants New Energy Works Employee Stock Ownership Plan, Total assets ($M): 3.060816 · Participants: 132New Energy Works Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
New Energy Works Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare New Energy Works Employee Stock Ownership Plan side-by-side with 3 peers →

New Energy Works Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Scientific Engineering Inc Employees Stock Ownership Plan in KS ($3M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 New Energy Works Employee Stock Ownership Plan assets move in 2022? ▼
New Energy Works Employee Stock Ownership Plan surged - up 32.2% during 2022, from $2M to $3M. Reported net income was $501K.
How have New Energy Works of Rochester, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Energy Works of Rochester, Inc.'s sponsor-wide assets grew 43.5%, from $11M to $16M.
Which ESOP plans are similar in size to New Energy Works Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scientific Engineering Inc Employees Stock Ownership Plan in KS ($3M, 6 participants).
Which ESOP plans cover a similar participant headcount to New Energy Works Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K 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 161212128.

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.