ESOP · DOL Form 5500 · 2022

American Electric Supply, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
82
Participants Small participant base
67th
Percentile by assets National rank
$137,308
Avg per participant Near avg balance/head
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Official DOL plan name: American Electric Supply, Inc. Employee Stock Ownership Plan · Sponsored by American Electric Supply, Inc. · California · Wholesale Trade

$11M in assets, 82 participants

American Electric Supply, Inc.'s American Electric Supply, Inc. Employee Stock Ownership Plan reported $11M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,131 in Wholesale Trade (6,843 peers)

2022 asset change

American Electric Supply, Inc. Employee Stock Ownership Plan grew at a solid clip 14.8% in 2022 ($10M → $11M) for 82 participants.

#4,131
in Wholesale Trade (6,843 peers)
+14.8%
assets growth YoY

American Electric Supply, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$11,259,228 Top 33% higher than 67% 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

American Electric Supply, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Electric Supply, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330058413 · American Electric Supply, Inc. PY 2022 · ESOP

American Electric Supply, Inc. Employee Stock Ownership Plan · $11M · 82 · 67th

  • RANK $11M
  • PHOTO 82
  • IND 67th
  • EOY ESOP
  • 5500 near Twin City Dies Castings Company Employee Stock Ownership Plan
  • ASSETS ind #4131

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 California →

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

Capitol Bearing & Hydraulics Employee Stock Ownership PlanCapitol Bearing & Hydraulics…$11MAmerican Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$11MTwin City Dies Castings Company Employee Stock Ownership PlanTwin City Dies Castings Comp…$11MTormach Employee Stock Ownership PlanTormach Employee Stock Owner…$11MElmhurst Emergency Medical Services, Ltd Employee Stock Ownership PlanElmhurst Emergency Medical S…$11M
End-of-year total assets ($M) among American Electric Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

American Electric Supply, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All American Electric Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.1074535483249828% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.3M $11M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 82 $11M
2023 1 79 $10M
2024 1 81 $11M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN330058413
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Electric Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011259228 · Participants: 82American Electric Supply, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Electric Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Twin City Dies Castings Company Employee Stock Ownership Plan in MN ($11M); by covered participants it is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 American Electric Supply, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
American Electric Supply, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.8% during 2022, from $10M to $11M. Reported net income was $2M.
How have American Electric Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Electric Supply, Inc.'s sponsor-wide assets declined 2.1%, from $11M to $11M.
Which ESOP plans are similar in size to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Twin City Dies Castings Company Employee Stock Ownership Plan in MN ($11M, 154 participants).
Which ESOP plans cover a similar participant headcount to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants, N/A 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 330058413.

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.