ESOP · DOL Form 5500 · 2023

Superior Consolidated Industries, Inc. ESOP

Data updated 2026-08-11

$45M
Total assets
2,018
Participants
84th
Percentile by assets
$22,327
Avg per participant
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Official DOL plan name: Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Superior Consolidated Industries, Inc. · Illinois · Manufacturing

$45M in assets, 2,018 participants

Superior Consolidated Industries, Inc.'s Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust reported $45M in total assets and 2,018 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #14,536 in Manufacturing (18,722 peers)

Coverage in Illinois

Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust covers 2,018 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $45M.

$45M
total plan assets (2023 EOY)
2,018
covered participants
84th
percentile by assets (of 127,072 plans)
$22,327
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$45,056,578 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $9M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 1,898 in the plan year 2022 filing to 2,018 in the plan year 2023 filing.
  • Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $47M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust reports 2,018 participants - 2.6x that state average ($45M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$45M
Net Income-$2M
Employer EIN371135221
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Superior Consolidated Industries, Inc.)

$44M$45M$46M$47M$48M$49M 202220232024 $46.6M $47.8M ▲ +2.7%
Total plan assets by year, all Superior Consolidated Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,898 $47M
2023 1 2,018 $45M
2024 1 1,456 $48M

Nearby ESOP Plans in Illinois

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

Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Superior Consolidate…, Total assets ($B): 0.045056578 · Participants: 2018Superior Consolidate…Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Superior Consolidated Industries, Inc. E… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 3.3% during 2023, from $47M to $45M. Reported net income was -$2M.
How have Superior Consolidated Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Superior Consolidated Industries, Inc.'s sponsor-wide assets grew 2.7%, from $47M to $48M.
Where does Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Advance Capital Group, Inc. Employee Stock Ownership Plan in MI ($45M, 61 participants).

Next read for Superior Consolidated Industries, Inc. E…

Filing takeaways

Ways to act on Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • Superior Consolidated Industries, Inc.'s sponsor-wide assets have grown 2.7% 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 371135221.

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.