ESOP · DOL Form 5500 · 2023

Scot Forge Company ESOP

Data updated 2026-08-11

$1.2B
Total assets: 486
Participants: 99th
Percentile by assets: $2.5M
Avg per participant

Official DOL plan name: Scot Forge Company Employee Stock Ownership Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$1.2B in assets, 486 participants

Scot Forge Company's Scot Forge Company Employee Stock Ownership Plan reported $1.2B in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#18,331 in Manufacturing (18,722 peers)

Where Scot Forge Company Employee Stock Ownership Plan sits by assets

Scot Forge Company Employee Stock Ownership Plan sits among the largest 1% of all filed plans, $1.2B for 486 participants (~$2.5M/participant), up 23.2% in 2023.

$1.2B
total plan assets (2023 EOY): 486
covered participants: 99th
percentile by assets (of 127,072 plans): $2.5M
avg assets per participant

Scot Forge Company Employee Stock Ownership Plan reported net income rose from $149M in the plan year 2022 filing to $223M in the plan year 2023 filing.
Scot Forge Company Employee Stock Ownership Plan end-of-year assets rose from $970M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
Scot Forge Company Employee Stock Ownership Plan reported participants fell from 495 in the plan year 2022 filing to 486 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Manufacturing

Scot Forge Company Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Scot Forge Company Employee Stock Ownership Plan outranks 99% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 12x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$970M
Net Assets (End of Year)	$1.1B
Net Income	$223M
Employer EIN	362911912
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Total plan assets by year, all Scot Forge Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,046	$1.0B
2023	2	930	$1.2B
2024	2	943	$1.5B

Nearby ESOP Plans in Illinois

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

Scot Forge Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Rli Corp. Employee Stock Ownership Plan $337M · 900

Compare Scot Forge Company Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Scot Forge Company Employee Stock Ownership Plan by total assets, not by location.

Nvr, Inc. Employee Stock Ownership Plan (VA) $1.2B · 6,866
Border States Industries, Inc. Employee Stock Ownership Plan (ND) $1.2B · 2,973
Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) $1.1B · 1,700
Evapco, Inc. Employee Stock Ownership Plan (MD) $1.1B · 1,617

Frequently Asked Questions

How did Scot Forge Company Employee Stock Ownership Plan assets move in 2023? ▼

Scot Forge Company Employee Stock Ownership Plan grew sharply - up 23.2% during 2023, from $970M to $1.2B. Reported net income was $223M.

How have Scot Forge Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.

Where does Scot Forge Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Scot Forge Company Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which ESOP plans are similar in size to Scot Forge Company Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Nvr, Inc. Employee Stock Ownership Plan in VA ($1.2B, 6,866 participants).

Next read for Scot Forge Company Employee Stock Owners…

Scale reading

Ways to act on Scot Forge Company Employee Stock Ownership Plan's numbers.

By total assets, Scot Forge Company Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
Scot Forge Company's sponsor-wide assets have grown 47.9% 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 362911912.