ESOP · DOL Form 5500 · 2023
United Electric Supply Company, Inc. ESOP
Data updated 2026-08-11
- $123M
- Total assets
- 278
- Participants
- 92nd
- Percentile by assets
- $441,762
- Avg per participant
Official DOL plan name: United Electric Supply Company Employee Stock Ownership Plan · Sponsored by United Electric Supply Company, Inc. · Delaware · Wholesale Trade
$123M in assets, 278 participants
United Electric Supply Company, Inc.'s United Electric Supply Company Employee Stock Ownership Plan reported $123M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #5,929 in Wholesale Trade (6,309 peers)
Where United Electric Supply Company Employee Stock Ownership Plan sits by assets
United Electric Supply Company Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $123M for 278 participants (~$441,762/participant), down 6.8% in 2023.
- $123M
- total plan assets (2023 EOY)
- 278
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $441,762
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Electric Supply Company Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- United Electric Supply Company Employee Stock Ownership Plan end-of-year assets fell from $132M in the plan year 2022 filing to $123M in the plan year 2023 filing.
- United Electric Supply Company Employee Stock Ownership Plan reported participants rose from 274 in the plan year 2022 filing to 278 in the plan year 2023 filing.
United Electric Supply Company Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, United Electric Supply Company Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | -$9M |
| Employer EIN | 510102767 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Electric Supply Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 578 | $170M |
| 2023 | 2 | 603 | $167M |
| 2024 | 2 | 697 | $169M |
Nearby ESOP Plans in Delaware
Peer ESOP plans, same state, same plan type, ranked by total assets.
United Electric Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Delaware, assets vs. participants
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to United Electric Supply Company Employee Stock Ownership Plan by total assets, not by location.
- Air Treatment Corporation Employee Stock Ownership Plan (CA) $123M · 207
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) $123M · 566
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $122M · 158
- Perry Protech Employee Stock Ownership and Profit Sharing Plan (OH) $122M · 266
Frequently Asked Questions
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Ways to act on United Electric Supply Company Employee Stock Ownership Plan's numbers.
- By total assets, United Electric Supply Company Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Delaware. Compare plans
- United Electric Supply Company, Inc.'s sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Wholesale Trade plans