ESOP · DOL Form 5500 · 2023

Erdman Anthony ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
96
Participants Small participant base
33rd
Percentile by assets National rank
$26,622
Avg per participant Low balance/head
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Official DOL plan name: Erdman Anthony Profit Sharing and Employee Stock Ownership Plan · Sponsored by Erdman Anthony · New York · Professional & Technical Services

$3M in assets, 96 participants

Erdman Anthony's Erdman Anthony Profit Sharing and Employee Stock Ownership Plan reported $3M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,100 in Professional & Technical Services (20,321 peers)

Erdman Anthony multi-year trail

Erdman Anthony's plans moved +31.6% in assets from 2022 to 2024; this filing shows Erdman Anthony Profit Sharing and Employee Stock Ownership Plan at $3M / 96 participants.

#6,100
in Professional & Technical Services (20,321 peers)
+7.5%
assets growth YoY

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan among the smaller filed plans by assets

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,555,710 33rd percentile higher than 33% of 127,068 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 2023

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erdman Anthony Profit Sharing and Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161404980 · Erdman Anthony PY 2023 · ESOP

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan · $3M · 96 · 33rd

  • BOY $3M
  • BOY 96
  • BOY 33rd
  • BOY ESOP
  • BOY near Anderson Burton Construction, Inc. Employee Stock Ownership Plan
  • BOY ind #6100

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 →

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in the asset neighbourhood

Erdman Anthony Profit Sharing and Employee Stock Ownership PlanErdman Anthony Profit Sharin…$3MAnderson Burton Construction, Inc. Employee Stock Ownership PlanAnderson Burton Construction…$3MSun Light & Power Employee Stock Ownership PlanSun Light & Power Employee S…$3MRiverwood Bank Employee Stock Ownership PlanRiverwood Bank Employee Stoc…$3MReliable Castings Corporation Employee Stock Ownership PlanReliable Castings Corporatio…$3M
End-of-year total assets ($M) among Erdman Anthony Profit Sharing and Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Erdman Anthony multi-year asset trail

Sponsor-wide plan assets over time

All Erdman Anthony plans reported in each filing year

Latest sponsor-wide plan assets
$67M 31.55692412452446% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51M $67.1M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 244 $51M
2023 2 356 $60M
2024 2 320 $67M

Erdman Anthony filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$179K
Employer EIN161404980
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Erdman Anthony Profit Sharing and Employee Stock Ownership Plan, Total assets ($M): 2.55571 · Participants: 96Erdman Anthony Profit Sharing and Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Erdman Anthony Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Erdman Anthony Profit Sharing and Employee Stock Ownership Plan side-by-side with 3 peers →

Erdman Anthony Profit Sharing and Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Anderson Burton Construction, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Integrated Technologies Group, Inc. Employee Stock Ownership Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erdman Anthony Profit Sharing and Employee Stock Ownership Plan assets move in 2023? ▼
Erdman Anthony Profit Sharing and Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2023, from $2M to $3M. Reported net income was $179K.
How have Erdman Anthony plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erdman Anthony's sponsor-wide assets grew 31.6%, from $51M to $67M.
Which ESOP plans are similar in size to Erdman Anthony Profit Sharing and Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Anderson Burton Construction, Inc. Employee Stock Ownership Plan in CA ($3M, 36 participants).
Which ESOP plans cover a similar participant headcount to Erdman Anthony Profit Sharing and Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Integrated Technologies Group, Inc. Employee Stock Ownership Plan in CA (96 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161404980.

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.