ESOP · DOL Form 5500 · 2023

A&e Powder Coating, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
63
Participants Small participant base
29th
Percentile by assets National rank
$26,619
Avg per participant Low balance/head
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Official DOL plan name: Valco and A&e Employee Stock Ownership Plan · Sponsored by A&e Powder Coating, Inc. · Ohio · Manufacturing

$2M in assets, 63 participants

A&e Powder Coating, Inc.'s Valco and A&e Employee Stock Ownership Plan reported $2M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,522 in Manufacturing (18,722 peers)

A&e Powder Coating, Inc. multi-year trail

A&e Powder Coating, Inc.'s plans moved +69.5% in assets from 2022 to 2024; this filing shows Valco and A&e Employee Stock Ownership Plan at $2M / 63 participants.

#2,522
in Manufacturing (18,722 peers)
+8.6%
assets growth YoY

Valco and A&e Employee Stock Ownership Plan among the smaller filed plans by assets

Valco and A&e Employee Stock Ownership Plan vs every filed plan by assets

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

$1,677,025 29th percentile higher than 29% 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

Valco and A&e 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. Valco and A&e Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valco and A&e Employee Stock Ownership Plan reported net income rose from $321K in the plan year 2022 filing to $428K in the plan year 2023 filing.
  • Valco and A&e Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Valco and A&e Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 861212895 · A&e Powder Coating, Inc. PY 2023 · ESOP

Valco and A&e Employee Stock Ownership Plan · $2M · 63 · 29th

  • BOY $2M
  • SCH 63
  • EBSA 29th
  • PART ESOP
  • TYPE near Employee Stock Ownership Plan of Select Healthcare, Inc.
  • NET ind #2522

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 →

Valco and A&e Employee Stock Ownership Plan in the asset neighbourhood

Valco and A&e Employee Stock Ownership PlanValco and A&e Employee Stock…$2MEmployee Stock Ownership Plan of Select Healthcare, Inc.Employee Stock Ownership Pla…$2MJanis Research Employee Stock Ownership Plan and TrustJanis Research Employee Stoc…$2MMartz Technologies, Inc. Employee Stock Ownership PlanMartz Technologies, Inc. Emp…$2MDaar Engineering, Inc. Employee Stock Ownership PlanDaar Engineering, Inc. Emplo…$2M
End-of-year total assets ($M) among Valco and A&e Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

A&e Powder Coating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A&e Powder Coating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 69.4964378238342% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.62M ▲ +70.1%
Year Plans Participants Total Assets
2022 1 71 $2M
2023 1 63 $2M
2024 1 69 $3M

A&e Powder Coating, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income$428K
Employer EIN861212895
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Valco and A&e Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Valco and A&e Employee Stock Ownership Plan, Total assets ($B): 0.001677025 · Participants: 63Valco and A&e 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
Valco and A&e Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Valco and A&e Employee Stock Ownership Plan side-by-side with 3 peers →

Valco and A&e Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Employee Stock Ownership Plan of Select Healthcare, Inc. in GA ($2M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Valco and A&e Employee Stock Ownership Plan assets move in 2023? ▼
Valco and A&e Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2023, from $2M to $2M. Reported net income was $428K.
How have A&e Powder Coating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A&e Powder Coating, Inc.'s sponsor-wide assets grew 69.5%, from $2M to $3M.
Which ESOP plans are similar in size to Valco and A&e Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Select Healthcare, Inc. in GA ($2M, 440 participants).
Which ESOP plans cover a similar participant headcount to Valco and A&e Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 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 861212895.

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.