ESOP · DOL Form 5500 · 2023

Al. Neyer Corporation ESOP

Data updated 2026-08-11

$93M
Total assets
189
Participants
91st
Percentile by assets
$494,682
Avg per participant
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Official DOL plan name: Al. Neyer Employee Stock Ownership Plan and Trust Agreement · Sponsored by Al. Neyer Corporation · Ohio · Management of Enterprises

$93M in assets, 189 participants

Al. Neyer Corporation's Al. Neyer Employee Stock Ownership Plan and Trust Agreement reported $93M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #863 in Management of Enterprises (1,137 peers)

Coverage in Ohio

Al. Neyer Employee Stock Ownership Plan and Trust Agreement covers 189 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $93M.

$93M
total plan assets (2023 EOY)
189
covered participants
91st
percentile by assets (of 127,072 plans)
$494,682
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Al. Neyer Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $68M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Al. Neyer Employee Stock Ownership Plan and Trust Agreement reported net income rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Al. Neyer Employee Stock Ownership Plan and Trust Agreement reported participants rose from 164 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Al. Neyer Employee Stock Ownership Plan and Trust Agreement reports 189 participants - about 25% of that state average ($93M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$85M
Net Income$23M
Employer EIN461375798
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Al. Neyer Corporation)

$80M$100M$120M$140M 202220232024 $87.9M $128M ▲ +45.7%
Total plan assets by year, all Al. Neyer Corporation plans on file
Year Plans Participants Total Assets
2022 2 312 $88M
2023 2 369 $117M
2024 2 341 $128M

Nearby ESOP Plans in Ohio

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

Al. Neyer Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants

Al. Neyer Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Al. Neyer Employee S…Procter & Gamble Pro…The Garland Industri…Messer Inc. Employee…Great Lakes Cheese C…Cleveland Steel Cont…
Al. Neyer Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Al. Neyer Employee Stock Ownership Plan and Trust Agreement by total assets, not by location.

Frequently Asked Questions

How did Al. Neyer Employee Stock Ownership Plan and Trust Agreement assets move in 2023?
Al. Neyer Employee Stock Ownership Plan and Trust Agreement surged - up 37.7% during 2023, from $68M to $93M. Reported net income was $23M.
How have Al. Neyer Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Al. Neyer Corporation's sponsor-wide assets grew 45.7%, from $88M to $128M.
Where does Al. Neyer Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers?
Al. Neyer Employee Stock Ownership Plan and Trust Agreement ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Al. Neyer Employee Stock Ownership Plan and Trust Agreement?
Among ESOP plans in other states, the closest by assets is Mdr Construction, Inc. Employee Stock Ownership Plan in MS ($94M, 349 participants).

Next read for Al. Neyer Employee Stock Ownership Plan …

Filing takeaways

Ways to act on Al. Neyer Employee Stock Ownership Plan and Trust Agreement's numbers.