ESOP · DOL Form 5500 · 2023

Ohio Screw Products, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
39th
Percentile by assets National rank
$104,649
Avg per participant Below avg balance/head
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Official DOL plan name: Ohio Screw Products Employee Stock Ownership Plan · Sponsored by Ohio Screw Products, Inc. · Ohio · Manufacturing

$4M in assets, 36 participants

Ohio Screw Products, Inc.'s Ohio Screw Products Employee Stock Ownership Plan reported $4M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,209 in Manufacturing (18,722 peers)

Ohio Screw Products, Inc. multi-year trail

Ohio Screw Products, Inc.'s plans moved -45.0% in assets from 2022 to 2024; this filing shows Ohio Screw Products Employee Stock Ownership Plan at $4M / 36 participants.

#4,209
in Manufacturing (18,722 peers)
-16.7%
assets change YoY

The plan reported a net loss of $531K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Screw Products Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Ohio Screw Products Employee Stock Ownership Plan vs every filed plan by assets

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

$3,767,356 39th percentile higher than 39% 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

Ohio Screw Products 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. Ohio Screw Products Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Screw Products Employee Stock Ownership Plan reported net income fell from $507K in the plan year 2022 filing to -$531K in the plan year 2023 filing.
  • Ohio Screw Products Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ohio Screw Products Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341212050 · Ohio Screw Products, Inc. PY 2023 · ESOP

Ohio Screw Products Employee Stock Ownership Plan · $4M · 36 · 39th

  • ASSETS $4M
  • ASSETS 36
  • ASSETS 39th
  • ASSETS ESOP
  • ASSETS near W. Bradley Electric Employee Stock Ownership Plan
  • ASSETS ind #4209

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 →

Ohio Screw Products Employee Stock Ownership Plan in the asset neighbourhood

American Enterprises International, Inc. ESOP & Profit Sharing PlanAmerican Enterprises Interna…$4MCornforth Consultants ESOP$4MOhio Screw Products Employee Stock Ownership PlanOhio Screw Products Employee…$4MW. Bradley Electric Employee Stock Ownership PlanW. Bradley Electric Employee…$4MJ Davis Architects, PC Employee Stock Ownership PlanJ Davis Architects, PC Emplo…$4M
End-of-year total assets ($M) among Ohio Screw Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio Screw Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ohio Screw Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.00283927074083% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.52M $2.49M ▼ -44.9%
Year Plans Participants Total Assets
2022 1 40 $5M
2023 1 36 $4M
2024 1 33 $2M

Ohio Screw Products, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$531K
Employer EIN341212050
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Ohio Screw Products Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Ohio Screw Products Employee Stock Ownership Plan, Total assets ($B): 0.003767356 · Participants: 36Ohio Screw Products Employee Stock Ownership PlanProcter & 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
Ohio Screw Products Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ohio Screw Products Employee Stock Ownership Plan side-by-side with 3 peers →

Ohio Screw Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is W. Bradley Electric Employee Stock Ownership Plan in CA ($4M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Ohio Screw Products Employee Stock Ownership Plan assets move in 2023? ▼
Ohio Screw Products Employee Stock Ownership Plan declined sharply - down 16.7% during 2023, from $5M to $4M. Reported net income was -$531K.
How have Ohio Screw Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Screw Products, Inc.'s sponsor-wide assets declined 45.0%, from $5M to $2M.
Which ESOP plans are similar in size to Ohio Screw Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is W. Bradley Electric Employee Stock Ownership Plan in CA ($4M, 89 participants).
Which ESOP plans cover a similar participant headcount to Ohio Screw Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 341212050.

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.