ESOP · DOL Form 5500 · 2023

Furlong Holding Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
76
Participants Small participant base
45th
Percentile by assets National rank
$67,105
Avg per participant Below avg balance/head
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Official DOL plan name: Fitzwater Holding Group Employee Stock Ownership Plan · Sponsored by Furlong Holding Company · Ohio · Professional & Technical Services

$5M in assets, 76 participants

Furlong Holding Company's Fitzwater Holding Group Employee Stock Ownership Plan reported $5M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,657 in Professional & Technical Services (20,321 peers)

Furlong Holding Company multi-year trail

Furlong Holding Company's plans moved +197.8% in assets from 2022 to 2024; this filing shows Fitzwater Holding Group Employee Stock Ownership Plan at $5M / 76 participants.

#8,657
in Professional & Technical Services (20,321 peers)
+43.3%
assets growth YoY

Fitzwater Holding Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fitzwater Holding Group Employee Stock Ownership Plan vs every filed plan by assets

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

$5,100,000 45th percentile higher than 45% 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

Fitzwater Holding Group 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. Fitzwater Holding Group Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitzwater Holding Group Employee Stock Ownership Plan reported net income rose from -$18M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fitzwater Holding Group Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fitzwater Holding Group Employee Stock Ownership Plan reported participants fell from 120 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 883200634 · Furlong Holding Company PY 2023 · ESOP

Fitzwater Holding Group Employee Stock Ownership Plan · $5M · 76 · 45th

  • NET $5M
  • BOOK 76
  • VS-ST 45th
  • BOY ESOP
  • SCH near Fab Tec Company Employee Stock Ownership Plan
  • EBSA ind #8657

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 →

Fitzwater Holding Group Employee Stock Ownership Plan in the asset neighbourhood

Goelzer Employee Stock Ownership PlanGoelzer Employee Stock Owner…$5MFitzwater Holding Group Employee Stock Ownership PlanFitzwater Holding Group Empl…$5MFab Tec Company Employee Stock Ownership PlanFab Tec Company Employee Sto…$5MMiddleton & Company, Inc. Employee Stock Ownership PlanMiddleton & Company, Inc. Em…$5MWdp & Associates Consulting Engineers, Inc. Employee Stock Ownership PlanWdp & Associates Consulting …$5M
End-of-year total assets ($M) among Fitzwater Holding Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Furlong Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Furlong Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 197.78083049949927% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.56M $10.6M ▲ +197.8%
Year Plans Participants Total Assets
2022 1 120 $4M
2023 1 76 $5M
2024 1 86 $11M

Furlong Holding Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$16M
Net Income$2M
Employer EIN883200634
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Fitzwater Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Fitzwater Holding Group Employee Stock Ownership Plan, Total assets ($B): 0.0051 · Participants: 76Fitzwater Holding Group 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
Fitzwater Holding Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fitzwater Holding Group Employee Stock Ownership Plan side-by-side with 3 peers →

Fitzwater Holding Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Fab Tec Company Employee Stock Ownership Plan in ID ($5M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Fitzwater Holding Group Employee Stock Ownership Plan assets move in 2023? ▼
Fitzwater Holding Group Employee Stock Ownership Plan surged - up 43.3% during 2023, from $4M to $5M. Reported net income was $2M.
How have Furlong Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Furlong Holding Company's sponsor-wide assets grew 197.8%, from $4M to $11M.
Which ESOP plans are similar in size to Fitzwater Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fab Tec Company Employee Stock Ownership Plan in ID ($5M, 28 participants).
Which ESOP plans cover a similar participant headcount to Fitzwater Holding Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M 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 883200634.

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.