ESOP · DOL Form 5500 · 2022

Servotronics, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
189
Participants Below avg headcount
44th
Percentile by assets National rank
$19,563
Avg per participant Low balance/head
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Official DOL plan name: Servotronics, Inc. Employee Stock Ownership Plan · Sponsored by Servotronics, Inc. · New York · Manufacturing

$4M in assets, 189 participants

Servotronics, Inc.'s Servotronics, Inc. Employee Stock Ownership Plan reported $4M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,714 in Manufacturing (20,602 peers)

Coverage in New York

Servotronics, Inc. Employee Stock Ownership Plan covers 189 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $4M.

#5,714
in Manufacturing (20,602 peers)
-21.9%
assets change YoY

The plan reported a net loss of $936K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servotronics, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Servotronics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,697,445 44th percentile higher than 44% of 139,123 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 2022

Servotronics, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servotronics, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (189 participants).

Published 5500 schedule card

Filing strip 160837866 · Servotronics, Inc. PY 2022 · ESOP

Servotronics, Inc. Employee Stock Ownership Plan · $4M · 189 · 44th

  • EOY $4M
  • 5500 189
  • ASSETS 44th
  • PCT ESOP
  • EIN near Watkins Ross & Co Employee Stock Ownership Plan
  • RANK ind #5714

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 New York →

Servotronics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Servotronics, Inc. Employee Stock Ownership PlanServotronics, Inc. Employee …$4MWatkins Ross & Co Employee Stock Ownership PlanWatkins Ross & Co Employee S…$4MHgk Asset Management, Inc. Employee Stock Ownership PlanHgk Asset Management, Inc. E…$4MStephenson Equipment, Inc. Employee Stock Ownership PlanStephenson Equipment, Inc. E…$4MItalix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4M
End-of-year total assets ($M) among Servotronics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$936K
Employer EIN160837866
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servotronics, Inc.)

Sponsor-wide plan assets over time

All Servotronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.829618859886926% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $11.2M $10.1M ▼ -9.9%
Year Plans Participants Total Assets
2022 2 419 $11M
2023 2 485 $12M
2024 2 492 $10M

Nearby ESOP Plans in New York

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

Servotronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Servotronics, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.697445 · Participants: 189Servotronics, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Servotronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Servotronics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Servotronics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Watkins Ross & Co Employee Stock Ownership Plan in MI ($4M); by covered participants it is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Servotronics, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Servotronics, Inc. Employee Stock Ownership Plan declined sharply - down 21.9% during 2022, from $5M to $4M. Reported net income was -$936K.
How have Servotronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servotronics, Inc.'s sponsor-wide assets declined 9.8%, from $11M to $10M.
Which ESOP plans are similar in size to Servotronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Watkins Ross & Co Employee Stock Ownership Plan in MI ($4M, 25 participants).
Which ESOP plans cover a similar participant headcount to Servotronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS (189 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160837866.

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.