ESOP · DOL Form 5500 · 2023

Sewell Holdings, Inc. ESOP

Data updated 2026-08-25

$318K
Total assets Small plan by assets
112
Participants Small participant base
14th
Percentile by assets National rank
$2,839
Avg per participant Low balance/head
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Official DOL plan name: Sewell Motor Express Employee Stock Ownership Plan · Sponsored by Sewell Holdings, Inc. · Ohio · Transportation & Warehousing

$318K in assets, 112 participants

Sewell Holdings, Inc.'s Sewell Motor Express Employee Stock Ownership Plan reported $318K in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #512 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Sewell Motor Express Employee Stock Ownership Plan covers 112 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $318K.

#512
in Transportation & Warehousing (3,362 peers)
-$5M
reported net income

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sewell Motor Express Employee Stock Ownership Plan among the smaller filed plans by assets

Sewell Motor Express Employee Stock Ownership Plan vs every filed plan by assets

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

$318,000 14th percentile higher than 14% 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

Sewell Motor Express Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sewell Motor Express Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 823677160 · Sewell Holdings, Inc. PY 2023 · ESOP

Sewell Motor Express Employee Stock Ownership Plan · $318K · 112 · 14th

  • PHOTO $318K
  • IND 112
  • EOY 14th
  • 5500 ESOP
  • ASSETS near New American Embroidery, Inc. Employee Stock Ownership Plan
  • PCT ind #512

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 →

Sewell Motor Express Employee Stock Ownership Plan in the asset neighbourhood

Sewell Motor Express Employee Stock Ownership PlanSewell Motor Express Employe…$318KNew American Embroidery, Inc. Employee Stock Ownership PlanNew American Embroidery, Inc…$320KPacific Window Systems, Inc. Employee Stock Ownership PlanPacific Window Systems, Inc.…$320KRiver City Metal Products, Inc. ESOPRiver City Metal Products, I…$315KBeaumont Products, Inc. Employee Stock Ownership PlanBeaumont Products, Inc. Empl…$314K
End-of-year total assets ($M) among Sewell Motor Express Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$5M
Net Income-$5M
Employer EIN823677160
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sewell Holdings, Inc.)

Sponsor-wide plan assets over time

All Sewell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$398K 25.16163522012579% vs 2023
2024 filing year
$0.3M$0.35M$0.4M$0.45M 20232024 $0.32M $0.4M ▲ +25.0%
Year Plans Participants Total Assets
2023 1 112 $318K
2024 1 73 $398K

Nearby ESOP Plans in Ohio

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

Sewell Motor Express Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Sewell Motor Express Employee Stock Ownership Plan, Total assets ($B): 0.000318 · Participants: 112Sewell Motor Express 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
Sewell Motor Express Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Sewell Motor Express Employee Stock Ownership Plan side-by-side with 3 peers →

Sewell Motor Express Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is New American Embroidery, Inc. Employee Stock Ownership Plan in SC ($320K); by covered participants it is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Sewell Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sewell Holdings, Inc.'s sponsor-wide assets grew 25.2%, from $318K to $398K.
Where does Sewell Motor Express Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sewell Motor Express Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sewell Motor Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is New American Embroidery, Inc. Employee Stock Ownership Plan in SC ($320K, 40 participants).
Which ESOP plans cover a similar participant headcount to Sewell Motor Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants, $12M 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 823677160.

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.