ESOP · DOL Form 5500 · 2023
Roush Holdings, Inc. ESOP
Data updated 2026-08-11
- $145M
- Total assets
- 390
- Participants
- 93rd
- Percentile by assets
- $372,091
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $145M
- total plan assets (2023 EOY)
- 390
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $372,091
- avg assets per participant
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.
Roush Holdings Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Roush Holdings Employee Stock Ownership Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $30M |
| Employer EIN | 814228008 |
| Plan Effective Date | 1991-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roush Holdings, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Roush Holdings Employee Stock Ownership Plan by total assets, not by location.
- National Health Corp Leveraged Employee Stock Ownership Plan (TN) $144M · 1,470
- Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust (IL) $144M · 698
- Jrm Construction Management Employee Stock Ownership Plan (NY) $146M · 536
- Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan (NV) $146M · 422
Frequently Asked Questions
How did Roush Holdings Employee Stock Ownership Plan assets move in 2023? ▼
How have Roush Holdings, Inc. plan assets changed over time? ▼
Where does Roush Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Roush Holdings Employee Stock Ownership …
Scale reading
Ways to act on Roush Holdings Employee Stock Ownership Plan's numbers.
- By total assets, Roush Holdings Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Roush Holdings, Inc.'s sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Retail Trade plans