ESOP · DOL Form 5500 · 2023

Scot Forge Company ESOP

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
486
Participants Below avg headcount
99th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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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.

  • #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.

#18,331
in Manufacturing (18,722 peers)
+23.2%
assets growth YoY
12×
vs typical plan assets (national mean)

Scot Forge Company Employee Stock Ownership Plan's outsized position by total assets

Scot Forge Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,195,072,662 Top 1% higher than 99% 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

Scot Forge Company 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. Scot Forge Company Employee Stock Ownership Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362911912 · Scot Forge Company PY 2023 · ESOP

Scot Forge Company Employee Stock Ownership Plan · $1.2B · 486 · 99th

  • IND $1.2B
  • EOY 486
  • 5500 99th
  • ASSETS ESOP
  • PCT near Nvr, Inc. Employee Stock Ownership Plan
  • EIN ind #18331

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 →

Scot Forge Company Employee Stock Ownership Plan in the asset neighbourhood

Scot Forge Company Employee Stock Ownership PlanScot Forge Company Employee …$1.2BNvr, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Own…$1.2BBorder States Industries, Inc. Employee Stock Ownership PlanBorder States Industries, In…$1.2BRosendin Electric, Inc. Employee Stock Ownership PlanRosendin Electric, Inc. Empl…$1.1BEvapco, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock …$1.1B
End-of-year total assets ($B) among Scot Forge Company 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)$970M
Net Assets (End of Year)$1.1B
Net Income$223M
Employer EIN362911912
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Sponsor-wide plan assets over time

All Scot Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 47.89158979919414% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
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 Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Scot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company 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 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 PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.336812925 · Participants: 900Rli Corp. Employee Stock Ownership Plan
Scot Forge Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Scot Forge Company Employee Stock Ownership Plan side-by-side with 3 peers →

Scot Forge Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Nvr, Inc. Employee Stock Ownership Plan in VA ($1.2B); by covered participants it is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 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).
Which ESOP plans cover a similar participant headcount to Scot Forge Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD (485 participants, $44M 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 362911912.

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.