ESOP · DOL Form 5500 · 2023

Scimitar, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
29th
Percentile by assets National rank
$130,262
Avg per participant Near avg balance/head
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Official DOL plan name: Scimitar, Inc. Employee Stock Ownership Plan · Sponsored by Scimitar, Inc. · Washington · Professional & Technical Services

$2M in assets, 13 participants

Scimitar, Inc.'s Scimitar, Inc. Employee Stock Ownership Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,911 in Professional & Technical Services (20,321 peers)

Scimitar, Inc. multi-year trail

Scimitar, Inc.'s plans moved +540.5% in assets from 2023 to 2024; this filing shows Scimitar, Inc. Employee Stock Ownership Plan at $2M / 13 participants.

#4,911
in Professional & Technical Services (20,321 peers)
-$30M
reported net income

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scimitar, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Scimitar, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,693,408 29th percentile higher than 29% 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

Scimitar, 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. Scimitar, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 208070228 · Scimitar, Inc. PY 2023 · ESOP

Scimitar, Inc. Employee Stock Ownership Plan · $2M · 13 · 29th

  • BOY $2M
  • SCH 13
  • EBSA 29th
  • PART ESOP
  • TYPE near Kearney Equipment Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #4911

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 Washington →

Scimitar, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Scimitar, Inc. Employee Stock Ownership PlanScimitar, Inc. Employee Stoc…$2MKearney Equipment Holdings, Inc. Employee Stock Ownership PlanKearney Equipment Holdings, …$2MShintech Incorporated Employee Stock Ownership PlanShintech Incorporated Employ…$2MFrench-Reneker Associates, Inc. Employee Stock Ownership PlanFrench-Reneker Associates, I…$2MHighpoint Electric, Inc. Employee Stock Ownership PlanHighpoint Electric, Inc. Emp…$2M
End-of-year total assets ($M) among Scimitar, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scimitar, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scimitar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 540.4542201288762% vs 2023
2024 filing year
$0M$5M$10M$15M 20232024 $1.69M $10.9M ▲ +542.0%
Year Plans Participants Total Assets
2023 1 13 $2M
2024 1 17 $11M

Scimitar, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$30M
Net Income-$30M
Employer EIN208070228
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Scimitar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Scimitar, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001693408 · Participants: 13Scimitar, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Scimitar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Scimitar, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scimitar, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Kearney Equipment Holdings, Inc. Employee Stock Ownership Plan in KS ($2M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 have Scimitar, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Scimitar, Inc.'s sponsor-wide assets grew 540.5%, from $2M to $11M.
Which ESOP plans are similar in size to Scimitar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kearney Equipment Holdings, Inc. Employee Stock Ownership Plan in KS ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Scimitar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 208070228.

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.