ESOP · DOL Form 5500 · 2023

Elus Company ESOP

Data updated 2026-08-11

$25M
Total assets
20
Participants
77th
Percentile by assets
$1.3M
Avg per participant
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Official DOL plan name: Elus Company Employee Stock Ownership Plan and Trust · Sponsored by Elus Company · Ohio · Utilities

$25M in assets, 20 participants

Elus Company's Elus Company Employee Stock Ownership Plan and Trust reported $25M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #284 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Elus Company Employee Stock Ownership Plan and Trust ranks #284 of 721 2023 filers by assets (2130% of the sector average)-$25M for 20 participants.

$25M
total plan assets (2023 EOY)
20
covered participants
77th
percentile by assets (of 127,072 plans)
$1.3M
avg assets per participant

Where Elus Company Employee Stock Ownership Plan and Trust sits by total assets

Elus Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$25,212,944 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elus Company Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Elus Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Utilities

Rank #284 in Utilities

Among 721 Utilities plans that filed a Form 5500 for plan year 2023, Elus Company Employee Stock Ownership Plan and Trust ranks #284 by end-of-year assets - about 2130% of the sector average of $537M. Nationally it sits in the 77th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN311102250
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elus Company)

$15M$20M$25M$30M$35M 202220232024 $20.9M $32.1M ▲ +53.5%
Total plan assets by year, all Elus Company plans on file
Year Plans Participants Total Assets
2022 1 20 $21M
2023 1 20 $25M
2024 1 21 $32M

Nearby ESOP Plans in Ohio

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

Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Elus Company Employe…, Total assets ($B): 0.025212944 · Participants: 20Elus Company Employe…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Elus Company Employee Stock Ownership Pl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Elus Company Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Elus Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Elus Company Employee Stock Ownership Plan and Trust grew sharply - up 20.4% during 2023, from $21M to $25M. Reported net income was $5M.
How have Elus Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elus Company's sponsor-wide assets grew 53.4%, from $21M to $32M.
Where does Elus Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Elus Company Employee Stock Ownership Plan and Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Excel Machinery Employee Stock Ownership Plan in TX ($25M, 93 participants).

Next read for Elus Company Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Elus Company Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Elus Company Employee Stock Ownership Plan and Trust 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 Ohio. Compare plans
  • Elus Company's sponsor-wide assets have grown 53.4% since 2022 across 3 plan years on file. More Utilities plans

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 311102250.

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.