ESOP · DOL Form 5500 · 2023

A.S.E. Supply, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
28th
Percentile by assets National rank
$82,527
Avg per participant Below avg balance/head
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Official DOL plan name: Aga Distribution Specialists, Inc. Employee Stock Ownership Plan · Sponsored by A.S.E. Supply, Inc. · Oregon · Wholesale Trade

$2M in assets, 19 participants

A.S.E. Supply, Inc.'s Aga Distribution Specialists, Inc. Employee Stock Ownership Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,081 in Wholesale Trade (6,309 peers)

A.S.E. Supply, Inc. multi-year trail

A.S.E. Supply, Inc.'s plans moved +49.5% in assets from 2022 to 2024; this filing shows Aga Distribution Specialists, Inc. Employee Stock Ownership Plan at $2M / 19 participants.

#1,081
in Wholesale Trade (6,309 peers)
+8.3%
assets growth YoY

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,568,005 28th percentile higher than 28% 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

Aga Distribution Specialists, Inc. 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. Aga Distribution Specialists, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aga Distribution Specialists, Inc. Employee Stock Ownership Plan reported net income fell from $280K in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Aga Distribution Specialists, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aga Distribution Specialists, Inc. Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930779085 · A.S.E. Supply, Inc. PY 2023 · ESOP

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan · $2M · 19 · 28th

  • BOOK $2M
  • BOOK 19
  • BOOK 28th
  • BOOK ESOP
  • BOOK near Tabard Corporation Employee Stock Ownership Plan
  • BOOK ind #1081

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 Oregon →

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aga Distribution Specialists, Inc. Employee Stock Ownership PlanAga Distribution Specialists…$2MTabard Corporation Employee Stock Ownership PlanTabard Corporation Employee …$2MFirst Hope Bancorp Employee Stock Ownership PlanFirst Hope Bancorp Employee …$2MEmerson Management Company ESOPEmerson Management Company E…$2MBay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$2M
End-of-year total assets ($M) among Aga Distribution Specialists, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

A.S.E. Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A.S.E. Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.50988584490653% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.45M $2.16M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $2M
2024 2 18 $2M

A.S.E. Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$120K
Employer EIN930779085
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Aga Distribution Specialists, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.568005 · Participants: 19Aga Distribution Specialists, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Aga Distribution Specialists, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Aga Distribution Specialists, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Aga Distribution Specialists, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Tabard Corporation Employee Stock Ownership Plan in DC ($2M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Aga Distribution Specialists, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aga Distribution Specialists, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.3% during 2023, from $1M to $2M. Reported net income was $120K.
How have A.S.E. Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.S.E. Supply, Inc.'s sponsor-wide assets grew 49.5%, from $1M to $2M.
Which ESOP plans are similar in size to Aga Distribution Specialists, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tabard Corporation Employee Stock Ownership Plan in DC ($2M, 55 participants).
Which ESOP plans cover a similar participant headcount to Aga Distribution Specialists, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 930779085.

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.