ESOP · DOL Form 5500 · 2023

Niagara Specialty Metals, Inc. ESOP

Data updated 2026-08-25

$96M
Total assets Below avg plan size
43
Participants Small participant base
91st
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Niagara Specialty Metals, Inc. Employee Stock Ownership Plan · Sponsored by Niagara Specialty Metals, Inc. · New York · Manufacturing

$96M in assets, 43 participants

Niagara Specialty Metals, Inc.'s Niagara Specialty Metals, Inc. Employee Stock Ownership Plan reported $96M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,180 in Manufacturing (18,722 peers)

Where Niagara Specialty Metals, Inc. Employee Stock Ownership Plan sits by assets

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $96M for 43 participants (~$2.2M/participant), up 9.6% in 2023.

#16,180
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan's outsized position by total assets

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$96,187,111 Top 9% higher than 91% 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

Niagara Specialty Metals, 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. Niagara Specialty Metals, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Niagara Specialty Metals, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Niagara Specialty Metals, Inc. Employee Stock Ownership Plan end-of-year assets rose from $88M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Niagara Specialty Metals, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161179936 · Niagara Specialty Metals, Inc. PY 2023 · ESOP

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan · $96M · 43 · 91st

  • IND $96M
  • EOY 43
  • 5500 91st
  • ASSETS ESOP
  • PCT near Yoke's Foods, Inc. Employee Stock Ownership Plan
  • EIN ind #16180

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 →

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eurpac Service, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employe…$96MChristian Brothers Automotive Corporation Employee Stock Ownership PlanChristian Brothers Automotiv…$96MTouchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$96MNiagara Specialty Metals, Inc. Employee Stock Ownership PlanNiagara Specialty Metals, In…$96MYoke's Foods, Inc. Employee Stock Ownership PlanYoke's Foods, Inc. Employee …$96M
End-of-year total assets ($M) among Niagara Specialty Metals, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$93M
Net Income$9M
Employer EIN161179936
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Niagara Specialty Metals, Inc.)

Sponsor-wide plan assets over time

All Niagara Specialty Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 8.191453870459771% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $87.7M $80.5M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 44 $88M
2023 1 43 $96M
2024 1 40 $81M

Nearby ESOP Plans in New York

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

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Niagara Specialty Metals, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.187111 · Participants: 43Niagara Specialty Metals, Inc. 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
Niagara Specialty Metals, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Niagara Specialty Metals, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Niagara Specialty Metals, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Yoke's Foods, Inc. Employee Stock Ownership Plan in WA ($96M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Niagara Specialty Metals, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Niagara Specialty Metals, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $88M to $96M. Reported net income was $9M.
How have Niagara Specialty Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Niagara Specialty Metals, Inc.'s sponsor-wide assets declined 8.2%, from $88M to $81M.
Where does Niagara Specialty Metals, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Niagara Specialty Metals, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Niagara Specialty Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Yoke's Foods, Inc. Employee Stock Ownership Plan in WA ($96M, 1,532 participants).
Which ESOP plans cover a similar participant headcount to Niagara Specialty Metals, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 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 161179936.

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.