ESOP · DOL Form 5500 · 2023

Roush Holdings, Inc. ESOP

Data updated 2026-08-25

$145M
Total assets Near avg plan size
390
Participants Below avg headcount
93rd
Percentile by assets National rank
$372,091
Avg per participant High balance/head
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Official DOL plan name: Roush Holdings Employee Stock Ownership Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$145M in assets, 390 participants

Roush Holdings, Inc.'s Roush Holdings Employee Stock Ownership Plan reported $145M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,103 in Retail Trade (8,414 peers)

Where Roush Holdings Employee Stock Ownership Plan sits by assets

Roush Holdings Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $145M for 390 participants (~$372,091/participant), up 25.3% in 2023.

#8,103
in Retail Trade (8,414 peers)
+25.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Roush Holdings Employee Stock Ownership Plan's outsized position by total assets

Roush Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$145,115,400 Top 7% higher than 93% 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

Roush Holdings Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roush Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roush Holdings Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Roush Holdings Employee Stock Ownership Plan end-of-year assets rose from $116M in the plan year 2022 filing to $145M in the plan year 2023 filing.
  • Roush Holdings Employee Stock Ownership Plan reported participants rose from 350 in the plan year 2022 filing to 390 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814228008 · Roush Holdings, Inc. PY 2023 · ESOP

Roush Holdings Employee Stock Ownership Plan · $145M · 390 · 93rd

  • TYPE $145M
  • TYPE 390
  • TYPE 93rd
  • TYPE ESOP
  • TYPE near National Health Corp Leveraged Employee Stock Ownership Plan
  • TYPE ind #8103

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 →

Roush Holdings Employee Stock Ownership Plan in the asset neighbourhood

Rancho Mesquite Casino, Inc. Employee Stock Ownership PlanRancho Mesquite Casino, Inc.…$146MJrm Construction Management Employee Stock Ownership PlanJrm Construction Management …$146MRoush Holdings Employee Stock Ownership PlanRoush Holdings Employee Stoc…$145MNational Health Corp Leveraged Employee Stock Ownership PlanNational Health Corp Leverag…$144MMartin & Bayley, Inc. Employee Stock Ownership Plan and TrustMartin & Bayley, Inc. Employ…$144M
End-of-year total assets ($M) among Roush Holdings 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)$116M
Net Assets (End of Year)$133M
Net Income$30M
Employer EIN814228008
Plan Effective Date1991-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Holdings, Inc.)

Sponsor-wide plan assets over time

All Roush Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Nearby ESOP Plans in Ohio

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

Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Roush Holdings Employee Stock Ownership Plan, Total assets ($B): 0.1451154 · Participants: 390Roush Holdings 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
Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Roush Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Roush Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is National Health Corp Leveraged Employee Stock Ownership Plan in TN ($144M); by covered participants it is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Roush Holdings Employee Stock Ownership Plan assets move in 2023? ▼
Roush Holdings Employee Stock Ownership Plan grew sharply - up 25.3% during 2023, from $116M to $145M. Reported net income was $30M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Where does Roush Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roush Holdings Employee Stock Ownership Plan ranks in the 93rd 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 Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Health Corp Leveraged Employee Stock Ownership Plan in TN ($144M, 1,470 participants).
Which ESOP plans cover a similar participant headcount to Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI (389 participants, $55M 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 814228008.

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.