ESOP · DOL Form 5500 · 2022

S. Rothschild & Co., Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
54
Participants Small participant base
80th
Percentile by assets National rank
$460,244
Avg per participant High balance/head
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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.

  • #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.

#14,886
in Manufacturing (20,602 peers)
+21.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

S. Rothschild & Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

S. Rothschild & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,853,184 Top 20% higher than 80% 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

S. Rothschild & Co., 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. S. Rothschild & Co., Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231539342 · S. Rothschild & Co., Inc. PY 2022 · ESOP

S. Rothschild & Co., Inc. Employee Stock Ownership Plan · $25M · 54 · 80th

  • BOOK $25M
  • BOOK 54
  • BOOK 80th
  • BOOK ESOP
  • BOOK near East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan
  • BOOK ind #14886

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 →

S. Rothschild & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$25MFirst State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$25MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$25MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$25MMulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$25M
End-of-year total assets ($M) among S. Rothschild & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN231539342
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S. Rothschild & Co., Inc.)

Sponsor-wide plan assets over time

All S. Rothschild & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 69.22332661894752% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.8M $63.9M ▲ +69.2%
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 Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants S. Rothschild & Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 24.853184 · Participants: 54S. Rothschild & Co., Inc. 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
S. Rothschild & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare S. Rothschild & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

S. Rothschild & Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan in NC ($25M); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 S. Rothschild & Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
S. Rothschild & Co., Inc. Employee Stock Ownership Plan grew sharply - up 21.1% during 2022, from $21M to $25M. Reported net income was $4M.
How have S. Rothschild & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Rothschild & Co., Inc.'s sponsor-wide assets grew 69.2%, from $38M to $64M.
Where does S. Rothschild & Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
S. Rothschild & Co., Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to S. Rothschild & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is East Coast Drilling and Blasting, Inc. Employee Stock Ownership Plan in NC ($25M, 157 participants).
Which ESOP plans cover a similar participant headcount to S. Rothschild & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M 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 231539342.

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.