ESOP · DOL Form 5500 · 2023

Ennis Electric Company Inc ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
90
Participants Small participant base
69th
Percentile by assets National rank
$187,090
Avg per participant Above avg balance/head
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Official DOL plan name: Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ennis Electric Company Inc · Virginia · Construction

$17M in assets, 90 participants

Ennis Electric Company Inc's Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust reported $17M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,152 in Construction (9,030 peers)

Ennis Electric Company Inc multi-year trail

Ennis Electric Company Inc's plans moved +18.5% in assets from 2022 to 2024; this filing shows Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust at $17M / 90 participants.

#6,152
in Construction (9,030 peers)
-5.3%
assets change YoY

The plan reported a net loss of $551K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$16,838,082 Top 31% higher than 69% 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

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to -$551K in the plan year 2023 filing.
  • Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 85 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $18M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540969294 · Ennis Electric Company Inc PY 2023 · ESOP

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust · $17M · 90 · 69th

  • ASSETS $17M
  • PCT 90
  • EIN 69th
  • RANK ESOP
  • PHOTO near Bestcare, Inc. Employee Stock Ownership Plan
  • IND ind #6152

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 Virginia →

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and TrustValves and Fittings of Houst…$17MBoh Bros. Construction Co., L.L.C. Employee Stock Ownership PlanBoh Bros. Construction Co., …$17MEnnis Electric Company, Inc. Employee Stock Ownership Plan and TrustEnnis Electric Company, Inc.…$17MBestcare, Inc. Employee Stock Ownership PlanBestcare, Inc. Employee Stoc…$17MAgracel, Inc. Employee Stock Ownership PlanAgracel, Inc. Employee Stock…$17M
End-of-year total assets ($M) among Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ennis Electric Company Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ennis Electric Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$47M 18.457616095576622% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.1M $47.5M ▲ +18.5%
Year Plans Participants Total Assets
2022 2 177 $40M
2023 2 197 $41M
2024 2 202 $47M

Ennis Electric Company Inc filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$13M
Net Income-$551K
Employer EIN540969294
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.016838082 · Participants: 90Ennis Electric Company, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants

Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Bestcare, Inc. Employee Stock Ownership Plan in NY ($17M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants). Same-state nearby plans are listed separately above.

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 Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.3% during 2023, from $18M to $17M. Reported net income was -$551K.
How have Ennis Electric Company Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Ennis Electric Company Inc's sponsor-wide assets grew 18.5%, from $40M to $47M.
Which ESOP plans are similar in size to Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Bestcare, Inc. Employee Stock Ownership Plan in NY ($17M, 685 participants).
Which ESOP plans cover a similar participant headcount to Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants, $18M in assets).