ESOP · DOL Form 5500 · 2023

Ogden Forklifts, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
112
Participants Small participant base
85th
Percentile by assets National rank
$428,621
Avg per participant High balance/head
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Official DOL plan name: Ogden Forklifts, Inc. Employee Stock Ownership Plan · Sponsored by Ogden Forklifts, Inc. · Georgia · Manufacturing

$48M in assets, 112 participants

Ogden Forklifts, Inc.'s Ogden Forklifts, Inc. Employee Stock Ownership Plan reported $48M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,709 in Manufacturing (18,722 peers)

Coverage in Georgia

Ogden Forklifts, Inc. Employee Stock Ownership Plan covers 112 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $48M.

#14,709
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ogden Forklifts, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$48,005,500 Top 15% higher than 85% 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

Ogden Forklifts, Inc. 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. Ogden Forklifts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ogden Forklifts, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ogden Forklifts, Inc. Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Ogden Forklifts, Inc. Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464423610 · Ogden Forklifts, Inc. PY 2023 · ESOP

Ogden Forklifts, Inc. Employee Stock Ownership Plan · $48M · 112 · 85th

  • PHOTO $48M
  • PHOTO 112
  • PHOTO 85th
  • PHOTO ESOP
  • PHOTO near Esa Employee Stock Ownership Plan
  • PHOTO ind #14709

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 Georgia →

Ogden Forklifts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sentry Equipment Corp. Employee Stock Ownership PlanSentry Equipment Corp. Emplo…$48MMiller's Health Systems, Inc. Employee Stock Ownership PlanMiller's Health Systems, Inc…$48MEsa Employee Stock Ownership PlanEsa Employee Stock Ownership…$48MOgden Forklifts, Inc. Employee Stock Ownership PlanOgden Forklifts, Inc. Employ…$48MWilliams Company Employee Stock Ownership Plan and TrustWilliams Company Employee St…$48M
End-of-year total assets ($M) among Ogden Forklifts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN464423610
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ogden Forklifts, Inc.)

Sponsor-wide plan assets over time

All Ogden Forklifts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 11.717322447940797% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $40.2M $35.5M ▼ -11.7%
Year Plans Participants Total Assets
2022 1 97 $40M
2023 1 112 $48M
2024 1 121 $36M

Nearby ESOP Plans in Georgia

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

Ogden Forklifts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Ogden Forklifts, Inc. Employee Stock Ownership Plan, Total assets ($M): 48.0055 · Participants: 112Ogden Forklifts, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Ogden Forklifts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Ogden Forklifts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Esa Employee Stock Ownership Plan in CA ($48M); 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 did Ogden Forklifts, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ogden Forklifts, Inc. Employee Stock Ownership Plan grew sharply - up 19.3% during 2023, from $40M to $48M. Reported net income was $8M.
How have Ogden Forklifts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ogden Forklifts, Inc.'s sponsor-wide assets declined 11.7%, from $40M to $36M.
Where does Ogden Forklifts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ogden Forklifts, Inc. Employee Stock Ownership Plan ranks in the 85th 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 Ogden Forklifts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Esa Employee Stock Ownership Plan in CA ($48M, 540 participants).
Which ESOP plans cover a similar participant headcount to Ogden Forklifts, Inc. 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 464423610.

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.