ESOP · DOL Form 5500 · 2023

Elus Company ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
20
Participants Small participant base
77th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#284
in Utilities (721 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Elus Company Employee Stock Ownership Plan and Trust's outsized position 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 $2,050,000,000 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

Elus Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elus Company Employee Stock Ownership Plan and Trust is a small filing (20 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 311102250 · Elus Company PY 2023 · ESOP

Elus Company Employee Stock Ownership Plan and Trust · $25M · 20 · 77th

  • ASSETS $25M
  • ASSETS 20
  • ASSETS 77th
  • ASSETS ESOP
  • ASSETS near Excel Machinery Employee Stock Ownership Plan
  • ASSETS ind #284

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 →

Elus Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Poblocki Paving Corp. Employee Stock Ownership PlanPoblocki Paving Corp. Employ…$25MPride Mobility Employee Stock Ownership Retirement PlanPride Mobility Employee Stoc…$25MElus Company Employee Stock Ownership Plan and TrustElus Company Employee Stock …$25MExcel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$25MMystic Stamp Company Inc. Employee Stock Ownership PlanMystic Stamp Company Inc. Em…$25M
End-of-year total assets ($M) among Elus Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Elus Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 53.44432442817724% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $32.1M ▲ +53.5%
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 ($B) Participants Elus Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.025212944 · Participants: 20Elus Company Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Elus Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Elus Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Excel Machinery Employee Stock Ownership Plan in TX ($25M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 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).
Which ESOP plans cover a similar participant headcount to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 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.