ESOP · DOL Form 5500 · 2022
S. Rothschild & Co., Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 54
- Participants
- 80th
- Percentile by assets
- $460,244
- Avg per participant
Official DOL plan name: S. Rothschild & Co., Inc. Employee Stock Ownership Plan · Sponsored by S. Rothschild & Co., Inc. · New York · Manufacturing
$25M in assets, 54 participants
S. Rothschild & Co., Inc.'s S. Rothschild & Co., Inc. Employee Stock Ownership Plan reported $25M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #14,886 in Manufacturing (20,602 peers)
Where S. Rothschild & Co., Inc. Employee Stock Ownership Plan sits by assets
S. Rothschild & Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 54 participants (~$460,244/participant), up 21.1% in 2022.
- $25M
- total plan assets (2022 EOY)
- 54
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $460,244
- avg assets per participant
S. Rothschild & Co., Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, S. Rothschild & Co., Inc. Employee Stock Ownership Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 231539342 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S. Rothschild & Co., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 150 | $38M |
| 2023 | 2 | 165 | $57M |
| 2024 | 2 | 205 | $64M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
S. Rothschild & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to S. Rothschild & Co., Inc. Employee Stock Ownership Plan by total assets, not by location.
- East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan (NC) $25M · 157
- First State Bancorp of Monticello, Inc. ESOP (IL) $25M · 76
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $25M · 1,716
- Dorsett & Jackson, Inc. Employee Stock Ownership Plan (CA) $25M · 22
Frequently Asked Questions
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Scale reading
Ways to act on S. Rothschild & Co., Inc. Employee Stock Ownership Plan's numbers.
- By total assets, S. Rothschild & Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- S. Rothschild & Co., Inc.'s sponsor-wide assets have grown 69.2% since 2022 across 3 plan years on file. More Manufacturing plans