ESOP · DOL Form 5500 · 2023

Afco Industries, Inc. ESOP

Data updated 2026-08-11

$73M
Total assets
201
Participants
89th
Percentile by assets
$364,514
Avg per participant
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Official DOL plan name: Afco Industries, Inc. Employee Stock Ownership Plan · Sponsored by Afco Industries, Inc. · Louisiana · Manufacturing

$73M in assets, 201 participants

Afco Industries, Inc.'s Afco Industries, Inc. Employee Stock Ownership Plan reported $73M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #15,664 in Manufacturing (18,722 peers)

Coverage in Louisiana

Afco Industries, Inc. Employee Stock Ownership Plan covers 201 participants in Louisiana, about 41% of the average Louisiana filer (state average ~495 per filing). Assets: $73M.

$73M
total plan assets (2023 EOY)
201
covered participants
89th
percentile by assets (of 127,072 plans)
$364,514
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Afco Industries, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Afco Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Afco Industries, Inc. Employee Stock Ownership Plan reported participants rose from 199 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Afco Industries, Inc. Employee Stock Ownership Plan reports 201 participants - about 41% of that state average ($73M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN720450574
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afco Industries, Inc.)

$50M$60M$70M$80M$90M 202220232024 $60.7M $80.2M ▲ +32.1%
Total plan assets by year, all Afco Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 199 $61M
2023 1 201 $73M
2024 1 203 $80M

Nearby ESOP Plans in Louisiana

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

Afco Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

Afco Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0200400600800 Total assets ($M) Participants Afco Industries, Inc…Magnolia Employee St…Acadian Ambulance Se…Mcelroy Metal Mill, …Rogers Manufacturing…Gulf Coast Bank & Tr…
Afco Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Afco Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Afco Industries, Inc. Employee Stock Ownership Plan assets move in 2023?
Afco Industries, Inc. Employee Stock Ownership Plan grew sharply - up 20.7% during 2023, from $61M to $73M. Reported net income was $13M.
How have Afco Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Afco Industries, Inc.'s sponsor-wide assets grew 32.1%, from $61M to $80M.
Where does Afco Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Afco Industries, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Afco Industries, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT ($73M, 278 participants).

Next read for Afco Industries, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Afco Industries, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Afco Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
  • Afco Industries, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Manufacturing plans