ESOP · DOL Form 5500 · 2022

Portage Electric Products, Inc. ESOP

Data updated 2026-08-25

$279K
Total assets Small plan by assets
27
Participants Small participant base
13th
Percentile by assets National rank
$10,351
Avg per participant Low balance/head
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Official DOL plan name: Portage Electric Products, Inc. Employees' Stock Ownership Plan · Sponsored by Portage Electric Products, Inc. · Ohio · Manufacturing

$279K in assets, 27 participants

Portage Electric Products, Inc.'s Portage Electric Products, Inc. Employees' Stock Ownership Plan reported $279K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,087 in Manufacturing (20,602 peers)

Portage Electric Products, Inc. multi-year trail

Portage Electric Products, Inc.'s plans moved -39.7% in assets from 2022 to 2024; this filing shows Portage Electric Products, Inc. Employees' Stock Ownership Plan at $279K / 27 participants.

#1,087
in Manufacturing (20,602 peers)
+2.9%
assets growth YoY

Portage Electric Products, Inc. Employees' Stock Ownership Plan among the smaller filed plans by assets

Portage Electric Products, Inc. Employees' Stock Ownership Plan vs every filed plan by assets

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

$279,475 13th percentile higher than 13% 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

Portage Electric Products, Inc. Employees' 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. Portage Electric Products, Inc. Employees' Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 340908151 · Portage Electric Products, Inc. PY 2022 · ESOP

Portage Electric Products, Inc. Employees' Stock Ownership Plan · $279K · 27 · 13th

  • EBSA $279K
  • PART 27
  • TYPE 13th
  • NET ESOP
  • BOOK near Econocorp, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1087

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 Ohio →

Portage Electric Products, Inc. Employees' Stock Ownership Plan in the asset neighbourhood

Portage Electric Products, Inc. Employees' Stock Ownership PlanPortage Electric Products, I…$279KEconocorp, Inc. Employee Stock Ownership PlanEconocorp, Inc. Employee Sto…$279KEmbedur Employee Stock Ownership PlanEmbedur Employee Stock Owner…$277KTriad Art Group, Inc. Employee Stock Ownership Plan and TrustTriad Art Group, Inc. Employ…$283KRiv 512 Administrative Services, Inc., Employees Stock Ownership PlanRiv 512 Administrative Servi…$283K
End-of-year total assets ($M) among Portage Electric Products, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Portage Electric Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portage Electric Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168K 39.738080329188655% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.28M $0.17M ▼ -39.3%
Year Plans Participants Total Assets
2022 1 27 $279K
2023 1 24 $215K
2024 1 20 $168K

Portage Electric Products, Inc. filing trail (2022)

Total Assets (Beginning of Year)$272K
Net Assets (End of Year)$265K
Net Income$11K
Employer EIN340908151
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Portage Electric Products, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Portage Electric Products, Inc. Employees' Stock Ownership Plan, Total assets ($B): 0.000279475 · Participants: 27Portage Electric Products, Inc. Employees' Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Portage Electric Products, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Portage Electric Products, Inc. Employees' Stock Ownership Plan side-by-side with 3 peers →

Portage Electric Products, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Econocorp, Inc. Employee Stock Ownership Plan in MA ($279K); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.

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 Portage Electric Products, Inc. Employees' Stock Ownership Plan assets move in 2022? ▼
Portage Electric Products, Inc. Employees' Stock Ownership Plan edged up modestly - up 2.9% during 2022, from $272K to $279K. Reported net income was $11K.
How have Portage Electric Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portage Electric Products, Inc.'s sponsor-wide assets declined 39.7%, from $279K to $168K.
Where does Portage Electric Products, Inc. Employees' Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Portage Electric Products, Inc. Employees' Stock Ownership Plan ranks in the 13th 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 Portage Electric Products, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Econocorp, Inc. Employee Stock Ownership Plan in MA ($279K, 24 participants).
Which ESOP plans cover a similar participant headcount to Portage Electric Products, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 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 340908151.

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.