ESOP · DOL Form 5500 · 2023

Northern Ohio Roofing and Sheet Metal, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$467,431
Avg per participant High balance/head
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Official DOL plan name: Northern Ohio Roofing Employee Stock Ownership Plan · Sponsored by Northern Ohio Roofing and Sheet Metal, Inc. · Ohio · Construction

$2M in assets, 5 participants

Northern Ohio Roofing and Sheet Metal, Inc.'s Northern Ohio Roofing Employee Stock Ownership Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,723 in Construction (9,030 peers)

Northern Ohio Roofing and Sheet Metal, Inc. multi-year trail

Northern Ohio Roofing and Sheet Metal, Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows Northern Ohio Roofing Employee Stock Ownership Plan at $2M / 5 participants.

#2,723
in Construction (9,030 peers)
+16.9%
assets growth YoY

Northern Ohio Roofing Employee Stock Ownership Plan among the smaller filed plans by assets

Northern Ohio Roofing Employee Stock Ownership Plan vs every filed plan by assets

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

$2,337,157 32nd percentile higher than 32% 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

Northern Ohio Roofing Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Ohio Roofing Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Ohio Roofing Employee Stock Ownership Plan reported net income rose from -$412K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Northern Ohio Roofing Employee Stock Ownership Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Northern Ohio Roofing Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341095483 · Northern Ohio Roofing and Sheet Metal, Inc. PY 2023 · ESOP

Northern Ohio Roofing Employee Stock Ownership Plan · $2M · 5 · 32nd

  • EBSA $2M
  • EBSA 5
  • EBSA 32nd
  • EBSA ESOP
  • EBSA near Day Surgical Products, Inc Employee Stock Ownership Plan
  • EBSA ind #2723

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 →

Northern Ohio Roofing Employee Stock Ownership Plan in the asset neighbourhood

Northern Ohio Roofing Employee Stock Ownership PlanNorthern Ohio Roofing Employ…$2MDay Surgical Products, Inc Employee Stock Ownership PlanDay Surgical Products, Inc E…$2MTank Industry Consultants, Inc. Employee Stock Ownership PlanTank Industry Consultants, I…$2MS.H. Smith & Company, Incorporated Employee Stock Ownership TrustS.H. Smith & Company, Incorp…$2MAdleta Corporation Employee Stock Ownership PlanAdleta Corporation Employee …$2M
End-of-year total assets ($M) among Northern Ohio Roofing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Northern Ohio Roofing and Sheet Metal, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northern Ohio Roofing and Sheet Metal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.302288256936363% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $2M $2.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 5 $2M
2024 1 5 $2M

Northern Ohio Roofing and Sheet Metal, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$338K
Employer EIN341095483
Plan Effective Date1979-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Northern Ohio Roofing Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Northern Ohio Roofing Employee Stock Ownership Plan, Total assets ($B): 0.002337157 · Participants: 5Northern Ohio Roofing 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
Northern Ohio Roofing Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Northern Ohio Roofing Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Ohio Roofing Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Day Surgical Products, Inc Employee Stock Ownership Plan in WA ($2M); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Northern Ohio Roofing Employee Stock Ownership Plan assets move in 2023? ▼
Northern Ohio Roofing Employee Stock Ownership Plan grew sharply - up 16.9% during 2023, from $2M to $2M. Reported net income was $338K.
How have Northern Ohio Roofing and Sheet Metal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Ohio Roofing and Sheet Metal, Inc.'s sponsor-wide assets grew 13.3%, from $2M to $2M.
Which ESOP plans are similar in size to Northern Ohio Roofing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Day Surgical Products, Inc Employee Stock Ownership Plan in WA ($2M, 14 participants).
Which ESOP plans cover a similar participant headcount to Northern Ohio Roofing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 341095483.

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.