ESOP · DOL Form 5500 · 2023

Fullerton Glass Co. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
64
Participants Small participant base
51st
Percentile by assets National rank
$108,281
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fullerton Glass Co. Employee Stock Ownership Plan · Sponsored by Fullerton Glass Co. · California · Retail Trade

$7M in assets, 64 participants

Fullerton Glass Co.'s Fullerton Glass Co. Employee Stock Ownership Plan reported $7M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,136 in Retail Trade (8,414 peers)

Fullerton Glass Co. multi-year trail

Fullerton Glass Co.'s plans moved +56.9% in assets from 2023 to 2024; this filing shows Fullerton Glass Co. Employee Stock Ownership Plan at $7M / 64 participants.

#5,136
in Retail Trade (8,414 peers)
-$15M
reported net income

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fullerton Glass Co. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Fullerton Glass Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,930,000 Top 49% higher than 51% 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

Fullerton Glass Co. 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. Fullerton Glass Co. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330247794 · Fullerton Glass Co. PY 2023 · ESOP

Fullerton Glass Co. Employee Stock Ownership Plan · $7M · 64 · 51st

  • SCH $7M
  • SCH 64
  • SCH 51st
  • SCH ESOP
  • SCH near Balke Brown Transwestern, Inc. Employee Stock Ownership Plan
  • SCH ind #5136

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 California →

Fullerton Glass Co. Employee Stock Ownership Plan in the asset neighbourhood

The Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$7MFullerton Glass Co. Employee Stock Ownership PlanFullerton Glass Co. Employee…$7MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$7MAmerican Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$7MNormandeau Associates, Inc. Employee Stock Ownership Plan and TrustNormandeau Associates, Inc. …$7M
End-of-year total assets ($M) among Fullerton Glass Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fullerton Glass Co. multi-year asset trail

Sponsor-wide plan assets over time

All Fullerton Glass Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.85425685425686% vs 2023
2024 filing year
$6M$8M$10M$12M 20232024 $6.93M $10.9M ▲ +56.9%
Year Plans Participants Total Assets
2023 1 64 $7M
2024 1 64 $11M

Fullerton Glass Co. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$15M
Net Income-$15M
Employer EIN330247794
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Fullerton Glass Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Fullerton Glass Co. Employee Stock Ownership Plan, Total assets ($B): 0.00693 · Participants: 64Fullerton Glass Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Fullerton Glass Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Fullerton Glass Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Fullerton Glass Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO ($7M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 have Fullerton Glass Co. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fullerton Glass Co.'s sponsor-wide assets grew 56.9%, from $7M to $11M.
Which ESOP plans are similar in size to Fullerton Glass Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO ($7M, 140 participants).
Which ESOP plans cover a similar participant headcount to Fullerton Glass Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 330247794.

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.