ESOP · DOL Form 5500 · 2023

Ever-Roll Specialties Co. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
36th
Percentile by assets National rank
$111,607
Avg per participant Below avg balance/head
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Official DOL plan name: Ever-Roll Employee Stock Ownership Plan · Sponsored by Ever-Roll Specialties Co. · Ohio · Manufacturing

$3M in assets, 28 participants

Ever-Roll Specialties Co.'s Ever-Roll Employee Stock Ownership Plan reported $3M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,683 in Manufacturing (18,722 peers)

Ever-Roll Specialties Co. multi-year trail

Ever-Roll Specialties Co.'s plans moved +10.2% in assets from 2022 to 2024; this filing shows Ever-Roll Employee Stock Ownership Plan at $3M / 28 participants.

#3,683
in Manufacturing (18,722 peers)
-5.2%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ever-Roll Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Ever-Roll Employee Stock Ownership Plan vs every filed plan by assets

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

$3,125,005 36th percentile higher than 36% 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

Ever-Roll 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. Ever-Roll Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ever-Roll Employee Stock Ownership Plan reported net income fell from $565K in the plan year 2022 filing to -$182K in the plan year 2023 filing.
  • Ever-Roll Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ever-Roll Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310510689 · Ever-Roll Specialties Co. PY 2023 · ESOP

Ever-Roll Employee Stock Ownership Plan · $3M · 28 · 36th

  • BOY $3M
  • SCH 28
  • EBSA 36th
  • PART ESOP
  • TYPE near Gold Coast Ingredients, Inc. ESOP
  • NET ind #3683

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 →

Ever-Roll Employee Stock Ownership Plan in the asset neighbourhood

Rlh ESOP and Trust$3MEver-Roll Employee Stock Ownership PlanEver-Roll Employee Stock Own…$3MGold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$3MJ.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership PlanJ.L. Rogers & Callcott Engin…$3MManufacturing Maintenance Solutions, Inc. Employee Stock Ownership PlanManufacturing Maintenance So…$3M
End-of-year total assets ($M) among Ever-Roll Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ever-Roll Specialties Co. multi-year asset trail

Sponsor-wide plan assets over time

All Ever-Roll Specialties Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.19141876152577% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.3M $3.63M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 28 $3M
2024 1 25 $4M

Ever-Roll Specialties Co. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$182K
Employer EIN310510689
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Ever-Roll Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Ever-Roll Employee Stock Ownership Plan, Total assets ($B): 0.003125005 · Participants: 28Ever-Roll 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
Ever-Roll Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ever-Roll Employee Stock Ownership Plan side-by-side with 3 peers →

Ever-Roll Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Gold Coast Ingredients, Inc. ESOP in CA ($3M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

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 Ever-Roll Employee Stock Ownership Plan assets move in 2023? ▼
Ever-Roll Employee Stock Ownership Plan pulled back noticeably - down 5.2% during 2023, from $3M to $3M. Reported net income was -$182K.
How have Ever-Roll Specialties Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ever-Roll Specialties Co.'s sponsor-wide assets grew 10.2%, from $3M to $4M.
Which ESOP plans are similar in size to Ever-Roll Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gold Coast Ingredients, Inc. ESOP in CA ($3M, 120 participants).
Which ESOP plans cover a similar participant headcount to Ever-Roll Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 310510689.

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.