ESOP · DOL Form 5500 · 2023

Urschel Laboratories, Inc. ESOP

Data updated 2026-08-25

$366M
Total assets Above avg plan size
487
Participants Below avg headcount
97th
Percentile by assets National rank
$752,527
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Urschel Laboratories Employee Stock Ownership Plan · Sponsored by Urschel Laboratories, Inc. · Indiana · Manufacturing

$366M in assets, 487 participants

Urschel Laboratories, Inc.'s Urschel Laboratories Employee Stock Ownership Plan reported $366M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,730 in Manufacturing (18,722 peers)

Where Urschel Laboratories Employee Stock Ownership Plan sits by assets

Urschel Laboratories Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $366M for 487 participants (~$752,527/participant), up 16.4% in 2023.

#17,730
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Urschel Laboratories Employee Stock Ownership Plan's outsized position by total assets

Urschel Laboratories Employee Stock Ownership Plan vs every filed plan by assets

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

$366,480,860 Top 3% higher than 97% 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

Urschel Laboratories 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. Urschel Laboratories Employee Stock Ownership Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Urschel Laboratories Employee Stock Ownership Plan reported net income rose from $22M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Urschel Laboratories Employee Stock Ownership Plan end-of-year assets rose from $315M in the plan year 2022 filing to $366M in the plan year 2023 filing.
  • Urschel Laboratories Employee Stock Ownership Plan reported participants rose from 467 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350726105 · Urschel Laboratories, Inc. PY 2023 · ESOP

Urschel Laboratories Employee Stock Ownership Plan · $366M · 487 · 97th

  • TYPE $366M
  • NET 487
  • BOOK 97th
  • VS-ST ESOP
  • BOY near Brent Scarbrough & Company Employee Stock Ownership Plan
  • SCH ind #17730

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 Indiana →

Urschel Laboratories Employee Stock Ownership Plan in the asset neighbourhood

Stacy and Witbeck, Inc. Employee Stock Ownership PlanStacy and Witbeck, Inc. Empl…$372MAllied Mineral Products Employee Stock Ownership PlanAllied Mineral Products Empl…$368MSummit Companies Holdings, Inc. Employee Stock Ownership PlanSummit Companies Holdings, I…$368MBrent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company E…$367MUrschel Laboratories Employee Stock Ownership PlanUrschel Laboratories Employe…$366M
End-of-year total assets ($M) among Urschel Laboratories Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$203M
Net Income$54M
Employer EIN350726105
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Urschel Laboratories, Inc.)

Sponsor-wide plan assets over time

All Urschel Laboratories, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$557M 31.553036666657462% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $423M $557M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 934 $423M
2023 2 980 $496M
2024 2 1,017 $557M

Nearby ESOP Plans in Indiana

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

Urschel Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 00.511.522.5 Total assets ($B) Participants Urschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114856156 · Participants: 509Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan
Urschel Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Urschel Laboratories Employee Stock Ownership Plan side-by-side with 3 peers →

Urschel Laboratories Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Brent Scarbrough & Company Employee Stock Ownership Plan in GA ($367M); by covered participants it is Amg Employee Stock Ownership Plan in LA (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Urschel Laboratories Employee Stock Ownership Plan assets move in 2023? ▼
Urschel Laboratories Employee Stock Ownership Plan grew sharply - up 16.4% during 2023, from $315M to $366M. Reported net income was $54M.
How have Urschel Laboratories, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urschel Laboratories, Inc.'s sponsor-wide assets grew 31.6%, from $423M to $557M.
Where does Urschel Laboratories Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Urschel Laboratories Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Urschel Laboratories Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brent Scarbrough & Company Employee Stock Ownership Plan in GA ($367M, 439 participants).
Which ESOP plans cover a similar participant headcount to Urschel Laboratories Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amg Employee Stock Ownership Plan in LA (487 participants, $94M 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 350726105.

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.