ESOP · DOL Form 5500 · 2023
Ferguson Electric, Inc. ESOP
Data updated 2026-08-11
- $51M
- Total assets
- 64
- Participants
- 86th
- Percentile by assets
- $800,391
- Avg per participant
Official DOL plan name: Ferguson Electric Employee Stock Ownership Plan · Sponsored by Ferguson Electric, Inc. · New York · Construction
$51M in assets, 64 participants
Ferguson Electric, Inc.'s Ferguson Electric Employee Stock Ownership Plan reported $51M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #7,555 in Construction (9,030 peers)
Where Ferguson Electric Employee Stock Ownership Plan sits by assets
Ferguson Electric Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $51M for 64 participants (~$800,391/participant), down 5.4% in 2023.
- $51M
- total plan assets (2023 EOY)
- 64
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $800,391
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ferguson Electric Employee Stock Ownership Plan reported net income rose from -$21M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ferguson Electric Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2022 filing to 64 in the plan year 2023 filing.
- Ferguson Electric Employee Stock Ownership Plan end-of-year assets fell from $54M in the plan year 2022 filing to $51M in the plan year 2023 filing.
Ferguson Electric Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Ferguson Electric Employee Stock Ownership Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $4M |
| Employer EIN | 160430730 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ferguson Electric, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $54M |
| 2023 | 1 | 64 | $51M |
| 2024 | 1 | 72 | $49M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ferguson Electric Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ferguson Electric Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Ferguson Electric Employee Stock Ownership Plan assets move in 2023? ▼
How have Ferguson Electric, Inc. plan assets changed over time? ▼
Where does Ferguson Electric Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Ferguson Electric Employee Stock Ownership Plan's numbers.
- By total assets, Ferguson Electric 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 New York. Compare plans
- Ferguson Electric, Inc.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Construction plans