ESOP · DOL Form 5500 · 2023
Off Road Equipment Parts, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $268,565
- Avg per participant High balance/head
Official DOL plan name: Off Road Equipment Parts, Inc. Employee Stock Ownership Plan · Sponsored by Off Road Equipment Parts, Inc. · Tennessee · Wholesale Trade
$6M in assets, 23 participants
Off Road Equipment Parts, Inc.'s Off Road Equipment Parts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #2,401 in Wholesale Trade (6,309 peers)
Off Road Equipment Parts, Inc. multi-year trail
Off Road Equipment Parts, Inc.'s plans moved -35.5% in assets from 2022 to 2024; this filing shows Off Road Equipment Parts, Inc. Employee Stock Ownership Plan at $6M / 23 participants.
- #2,401
- in Wholesale Trade (6,309 peers)
- -4.6%
- assets change YoY
Off Road Equipment Parts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Off Road Equipment Parts, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,177,000 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Off Road Equipment Parts, Inc. 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. Off Road Equipment Parts, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Off Road Equipment Parts, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $222K in the plan year 2023 filing.
- Off Road Equipment Parts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Off Road Equipment Parts, Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621803738 · Off Road Equipment Parts, Inc. PY 2023 · ESOP
Off Road Equipment Parts, Inc. Employee Stock Ownership Plan · $6M · 23 · 48th
- NET $6M
- NET 23
- NET 48th
- NET ESOP
- NET near Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust
- NET ind #2401
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 Tennessee →
Off Road Equipment Parts, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Off Road Equipment Parts, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Off Road Equipment Parts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.46394935927127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $6M |
| 2023 | 1 | 23 | $6M |
| 2024 | 1 | 25 | $4M |
Off Road Equipment Parts, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $222K |
| Employer EIN | 621803738 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Off Road Equipment Parts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($6M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.