ESOP · DOL Form 5500 · 2023

Urschel Laboratories, Inc. ESOP

Data updated 2026-08-11

$366M
Total assets: 487
Participants: 97th
Percentile by assets: $752,527
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$366M
total plan assets (2023 EOY): 487
covered participants: 97th
percentile by assets (of 127,072 plans): $752,527
avg assets per participant

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 →

State

Indiana

Industry

Manufacturing

Urschel Laboratories Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Urschel Laboratories Employee Stock Ownership Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$315M
Net Assets (End of Year)	$203M
Net Income	$54M
Employer EIN	350726105
Plan Effective Date	2015-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Urschel Laboratories, Inc.)

Total plan assets by year, all Urschel Laboratories, Inc. plans on file

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

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 509

Compare Urschel Laboratories Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Urschel Laboratories Employee Stock Ownership Plan by total assets, not by location.

Brent Scarbrough & Company Employee Stock Ownership Plan (GA) $367M · 439
Summit Companies Holdings, Inc. Employee Stock Ownership Plan (FL) $368M · 233
Allied Mineral Products Employee Stock Ownership Plan (OH) $368M · 591
Stacy and Witbeck, Inc. Employee Stock Ownership Plan (CA) $372M · 351

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).

Next read for Urschel Laboratories Employee Stock Owne…

Scale reading

Ways to act on Urschel Laboratories Employee Stock Ownership Plan's numbers.

By total assets, Urschel Laboratories Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Urschel Laboratories, Inc.'s sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Manufacturing plans

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.