ESOP · DOL Form 5500 · 2022

Espey Mfg. & Electronics Corp. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
125
Participants Small participant base
69th
Percentile by assets National rank
$97,067
Avg per participant Below avg balance/head
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Official DOL plan name: Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust · Sponsored by Espey Mfg. & Electronics Corp. · New York · Manufacturing

$12M in assets, 125 participants

Espey Mfg. & Electronics Corp.'s Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust reported $12M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,750 in Manufacturing (20,602 peers)

Coverage in New York

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,750
in Manufacturing (20,602 peers)
+13.2%
assets growth YoY

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust's outsized position by total assets

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs every filed plan by assets

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

$12,133,333 Top 31% higher than 69% 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

Espey Mfg. & Electronics Corp. Employee Retirement Plan & 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. Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust sits mid-pack in the medium band (125 participants).

Plan-year Form 5500 strip

Filing strip 141387171 · Espey Mfg. & Electronics Corp. PY 2022 · ESOP

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust · $12M · 125 · 69th

  • VS-ST $12M
  • VS-ST 125
  • VS-ST 69th
  • VS-ST ESOP
  • VS-ST near Millennium Medical Education Resources Employee Stock Ownership Plan
  • VS-ST ind #11750

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 →

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust in the asset neighbourhood

Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$12MEspey Mfg. & Electronics Corp. Employee Retirement Plan & TrustEspey Mfg. & Electronics Cor…$12MMillennium Medical Education Resources Employee Stock Ownership PlanMillennium Medical Education…$12MGrant County Bancshares, Inc. Employee Stock Ownership PlanGrant County Bancshares, Inc…$12MCfm Distributors, Inc. Employee Stock Ownership Plan and TrustCfm Distributors, Inc. Emplo…$12M
End-of-year total assets ($M) among Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN141387171
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Espey Mfg. & Electronics Corp.)

Sponsor-wide plan assets over time

All Espey Mfg. & Electronics Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 79.30282072904262% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.8M $42.7M ▲ +79.3%
Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 214 $28M
2024 2 203 $43M

Nearby ESOP Plans in New York

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

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust, Total assets ($M): 12.133333 · Participants: 125Espey Mfg. & Electronics Corp. Employee Retirement Plan & TrustStewart'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
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants
Compare Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust side-by-side with 3 peers →

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Millennium Medical Education Resources Employee Stock Ownership Plan in PA ($12M); by covered participants it is Pinnacle Structures, Inc. Employee Stock Ownership Plan in AR (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust assets move in 2022? ▼
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust grew at a solid clip - up 13.2% during 2022, from $11M to $12M. Reported net income was $2M.
How have Espey Mfg. & Electronics Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Espey Mfg. & Electronics Corp.'s sponsor-wide assets grew 79.3%, from $24M to $43M.
Which ESOP plans are similar in size to Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Millennium Medical Education Resources Employee Stock Ownership Plan in PA ($12M, 15 participants).
Which ESOP plans cover a similar participant headcount to Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Structures, Inc. Employee Stock Ownership Plan in AR (125 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 141387171.

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.