ESOP · DOL Form 5500 · 2023

Olsson Roofing Company ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
43
Participants Small participant base
72nd
Percentile by assets National rank
$454,822
Avg per participant High balance/head
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Official DOL plan name: Olsson Roofing Company, Inc. Employee Stock Ownership Plan · Sponsored by Olsson Roofing Company · Illinois · Construction

$20M in assets, 43 participants

Olsson Roofing Company's Olsson Roofing Company, Inc. Employee Stock Ownership Plan reported $20M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,408 in Construction (9,030 peers)

Olsson Roofing Company multi-year trail

Olsson Roofing Company's plans moved +21.1% in assets from 2022 to 2024; this filing shows Olsson Roofing Company, Inc. Employee Stock Ownership Plan at $20M / 43 participants.

#6,408
in Construction (9,030 peers)
+6.1%
assets growth YoY

Olsson Roofing Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Olsson Roofing Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,557,356 Top 28% higher than 72% 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

Olsson Roofing Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Olsson Roofing Company, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Olsson Roofing Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Olsson Roofing Company, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362104947 · Olsson Roofing Company PY 2023 · ESOP

Olsson Roofing Company, Inc. Employee Stock Ownership Plan · $20M · 43 · 72nd

  • PHOTO $20M
  • IND 43
  • EOY 72nd
  • 5500 ESOP
  • ASSETS near Appleton Marine, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #6408

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 Illinois →

Olsson Roofing Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Toll Company Employee Stock Ownership PlanToll Company Employee Stock …$20MOlsson Roofing Company, Inc. Employee Stock Ownership PlanOlsson Roofing Company, Inc.…$20MAppleton Marine, Inc. Employee Stock Ownership Plan and TrustAppleton Marine, Inc. Employ…$20MAverest, Incorporated Employee Stock Ownership PlanAverest, Incorporated Employ…$20MCommercial Tire, Inc. Employee Stock Ownership Plan and TrustCommercial Tire, Inc. Employ…$20M
End-of-year total assets ($M) among Olsson Roofing Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Olsson Roofing Company multi-year asset trail

Sponsor-wide plan assets over time

All Olsson Roofing Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 21.132545780124126% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.4M $22.3M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 44 $18M
2023 1 43 $20M
2024 1 49 $22M

Olsson Roofing Company filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN362104947
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Olsson Roofing Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Olsson Roofing Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019557356 · Participants: 43Olsson Roofing Company, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Olsson Roofing Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Olsson Roofing Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Olsson Roofing Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI ($20M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Olsson Roofing Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Olsson Roofing Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2023, from $18M to $20M. Reported net income was $1M.
How have Olsson Roofing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Olsson Roofing Company's sponsor-wide assets grew 21.1%, from $18M to $22M.
Which ESOP plans are similar in size to Olsson Roofing Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI ($20M, 37 participants).
Which ESOP plans cover a similar participant headcount to Olsson Roofing Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 362104947.

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.