ESOP · DOL Form 5500 · 2022

The Elliott Company ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
195
Participants Below avg headcount
64th
Percentile by assets National rank
$48,634
Avg per participant Low balance/head
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Official DOL plan name: The Elliott Company Employee Stock Ownership Plan · Sponsored by The Elliott Company · Kentucky · Construction

$9M in assets, 195 participants

The Elliott Company's The Elliott Company Employee Stock Ownership Plan reported $9M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,285 in Construction (9,927 peers)

Coverage in Kentucky

The Elliott Company Employee Stock Ownership Plan covers 195 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#6,285
in Construction (9,927 peers)
+35.7%
assets growth YoY

The Elliott Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Elliott Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,483,634 Top 36% higher than 64% 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

The Elliott Company 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. The Elliott Company Employee Stock Ownership Plan sits mid-pack in the medium band (195 participants).

Published 5500 schedule card

Filing strip 610961116 · The Elliott Company PY 2022 · ESOP

The Elliott Company Employee Stock Ownership Plan · $9M · 195 · 64th

  • PHOTO $9M
  • PHOTO 195
  • PHOTO 64th
  • PHOTO ESOP
  • PHOTO near Moody's Market, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6285

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 Kentucky →

The Elliott Company Employee Stock Ownership Plan in the asset neighbourhood

David Allen Company, Inc. Employee Stock Ownership PlanDavid Allen Company, Inc. Em…$9MSpiezle Group, Inc. Employee Stock Ownership PlanSpiezle Group, Inc. Employee…$10MThe Elliott Company Employee Stock Ownership PlanThe Elliott Company Employee…$9MMoody's Market, Inc. Employee Stock Ownership PlanMoody's Market, Inc. Employe…$9MD&m Industries Employee Stock Ownership Plan and TrustD&m Industries Employee Stoc…$9M
End-of-year total assets ($M) among The Elliott Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN610961116
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Elliott Company)

Sponsor-wide plan assets over time

All The Elliott Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 130.61719484054646% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.6M $31.5M ▲ +130.6%
Year Plans Participants Total Assets
2022 2 343 $14M
2023 2 377 $16M
2024 2 425 $31M

Nearby ESOP Plans in Kentucky

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

The Elliott Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants The Elliott Company Employee Stock Ownership Plan, Total assets ($B): 0.009483634 · Participants: 195The Elliott Company Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
The Elliott Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare The Elliott Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Elliott Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Moody's Market, Inc. Employee Stock Ownership Plan in MT ($9M); by covered participants it is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 The Elliott Company Employee Stock Ownership Plan assets move in 2022? ▼
The Elliott Company Employee Stock Ownership Plan surged - up 35.7% during 2022, from $7M to $9M. Reported net income was $3M.
How have The Elliott Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Elliott Company's sponsor-wide assets grew 130.6%, from $14M to $31M.
Which ESOP plans are similar in size to The Elliott Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Moody's Market, Inc. Employee Stock Ownership Plan in MT ($9M, 147 participants).
Which ESOP plans cover a similar participant headcount to The Elliott Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (195 participants, $11M 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 610961116.

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.