ESOP · DOL Form 5500 · 2023

Selway Machine Tool Co., Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
123
Participants Small participant base
56th
Percentile by assets National rank
$72,428
Avg per participant Below avg balance/head
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Official DOL plan name: Selway Machine Tool Co., Inc. Employee Stock Ownership Plan · Sponsored by Selway Machine Tool Co., Inc. · California · Wholesale Trade

$9M in assets, 123 participants

Selway Machine Tool Co., Inc.'s Selway Machine Tool Co., Inc. Employee Stock Ownership Plan reported $9M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,984 in Wholesale Trade (6,309 peers)

Coverage in California

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,984
in Wholesale Trade (6,309 peers)
-10.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,908,651 Top 44% higher than 56% 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

Selway Machine Tool Co., Inc. 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. Selway Machine Tool Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Selway Machine Tool Co., Inc. Employee Stock Ownership Plan reported net income fell from $129K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Selway Machine Tool Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Selway Machine Tool Co., Inc. Employee Stock Ownership Plan reported participants fell from 134 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941716003 · Selway Machine Tool Co., Inc. PY 2023 · ESOP

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan · $9M · 123 · 56th

  • TYPE $9M
  • NET 123
  • BOOK 56th
  • VS-ST ESOP
  • BOY near Pioneer General Contractors, Inc. Employee Stock Ownership Plan
  • SCH ind #2984

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 California →

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

H. a. Dehart & Son, Inc. Employee Stock Ownership PlanH. a. Dehart & Son, Inc. Emp…$9MSelway Machine Tool Co., Inc. Employee Stock Ownership PlanSelway Machine Tool Co., Inc…$9MPioneer General Contractors, Inc. Employee Stock Ownership PlanPioneer General Contractors,…$9MClark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$9MWtg Employee Stock Ownership PlanWtg Employee Stock Ownership…$9M
End-of-year total assets ($M) among Selway Machine Tool Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN941716003
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Selway Machine Tool Co., Inc.)

Sponsor-wide plan assets over time

All Selway Machine Tool Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.16688111377429% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $36.1M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 264 $29M
2023 2 267 $31M
2024 2 251 $36M

Nearby ESOP Plans in California

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

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Selway Machine Tool Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008908651 · Participants: 123Selway Machine Tool Co., Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Selway Machine Tool Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Selway Machine Tool Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Selway Machine Tool Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Pioneer General Contractors, Inc. Employee Stock Ownership Plan in TX ($9M); by covered participants it is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Selway Machine Tool Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Selway Machine Tool Co., Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.8% during 2023, from $10M to $9M. Reported net income was -$1M.
How have Selway Machine Tool Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Selway Machine Tool Co., Inc.'s sponsor-wide assets grew 25.2%, from $29M to $36M.
Which ESOP plans are similar in size to Selway Machine Tool Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pioneer General Contractors, Inc. Employee Stock Ownership Plan in TX ($9M, 24 participants).
Which ESOP plans cover a similar participant headcount to Selway Machine Tool Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants, $19M 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 941716003.

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.