ESOP · DOL Form 5500 · 2022

Electro Form Corporation ESOP

Data updated 2026-08-25

$538K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$89,677
Avg per participant Below avg balance/head
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Official DOL plan name: Electro Form Employee Stock Ownership Plan · Sponsored by Electro Form Corporation · New York · Manufacturing

$538K in assets, 6 participants

Electro Form Corporation's Electro Form Employee Stock Ownership Plan reported $538K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,647 in Manufacturing (20,602 peers)

Electro Form Corporation multi-year trail

Electro Form Corporation's plans moved +12.3% in assets from 2022 to 2024; this filing shows Electro Form Employee Stock Ownership Plan at $538K / 6 participants.

#1,647
in Manufacturing (20,602 peers)
-3.5%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electro Form Employee Stock Ownership Plan among the smaller filed plans by assets

Electro Form Employee Stock Ownership Plan vs every filed plan by assets

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

$538,059 19th percentile higher than 19% 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

Electro Form Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electro Form Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 160920094 · Electro Form Corporation PY 2022 · ESOP

Electro Form Employee Stock Ownership Plan · $538K · 6 · 19th

  • 5500 $538K
  • 5500 6
  • 5500 19th
  • 5500 ESOP
  • 5500 near Phoenix I Restoration and Construction Employee Stock Owenership Plan
  • 5500 ind #1647

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 →

Electro Form Employee Stock Ownership Plan in the asset neighbourhood

Electro Form Employee Stock Ownership PlanElectro Form Employee Stock …$538KPhoenix I Restoration and Construction Employee Stock Owenership PlanPhoenix I Restoration and Co…$539KBland & Associates Employee Stock Ownership Plan and TrustBland & Associates Employee …$539KKinsman Garden Company, Inc. Employee Stock Ownership PlanKinsman Garden Company, Inc.…$537KWarwick Plumbing and Heating Corporation Employee Stock Ownership PlanWarwick Plumbing and Heating…$540K
End-of-year total assets ($M) among Electro Form Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Electro Form Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Electro Form Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.330201273710713% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.47M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 11 $3M
2023 2 10 $3M
2024 2 9 $3M

Electro Form Corporation filing trail (2022)

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$538K
Net Income-$19K
Employer EIN160920094
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Electro Form Employee Stock Ownership Plan, Total assets ($M): 0.538059 · Participants: 6Electro Form 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
Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Electro Form Employee Stock Ownership Plan side-by-side with 3 peers →

Electro Form Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Phoenix I Restoration and Construction Employee Stock Owenership Plan in TX ($539K); by covered participants it is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Electro Form Employee Stock Ownership Plan assets move in 2022? ▼
Electro Form Employee Stock Ownership Plan edged down modestly - down 3.5% during 2022, from $558K to $538K. Reported net income was -$19K.
How have Electro Form Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electro Form Corporation's sponsor-wide assets grew 12.3%, from $3M to $3M.
Where does Electro Form Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Electro Form Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Phoenix I Restoration and Construction Employee Stock Owenership Plan in TX ($539K, 76 participants).
Which ESOP plans cover a similar participant headcount to Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants, $2M 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 160920094.

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.