ESOP · DOL Form 5500 · 2023

American Electric Supply, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
59th
Percentile by assets National rank
$128,998
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Electric Supply, Inc. Employee Stock Ownership Plan · Sponsored by American Electric Supply, Inc. · California · Wholesale Trade

$10M in assets, 79 participants

American Electric Supply, Inc.'s American Electric Supply, Inc. Employee Stock Ownership Plan reported $10M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,210 in Wholesale Trade (6,309 peers)

2023 asset change

American Electric Supply, Inc. Employee Stock Ownership Plan pulled back noticeably 9.5% in 2023 ($11M → $10M) for 79 participants.

#3,210
in Wholesale Trade (6,309 peers)
-9.5%
assets change YoY

The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Electric Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

American Electric Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,190,863 Top 41% higher than 59% 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

American Electric Supply, 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. American Electric Supply, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Electric Supply, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$687K in the plan year 2023 filing.
  • American Electric Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • American Electric Supply, Inc. Employee Stock Ownership Plan reported participants fell from 82 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330058413 · American Electric Supply, Inc. PY 2023 · ESOP

American Electric Supply, Inc. Employee Stock Ownership Plan · $10M · 79 · 59th

  • ASSETS $10M
  • ASSETS 79
  • ASSETS 59th
  • ASSETS ESOP
  • ASSETS near Medicalodges, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3210

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 →

American Electric Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$10MMedicalodges, Inc. Employee Stock Ownership PlanMedicalodges, Inc. Employee …$10MTech-Marine Business, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. E…$10MJohnson-Melloh Employee Stock Ownership PlanJohnson-Melloh Employee Stoc…$10MWestern Potatoes, Inc. Employee Stock Ownership PlanWestern Potatoes, Inc. Emplo…$10M
End-of-year total assets ($M) among American Electric Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

American Electric Supply, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All American Electric Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.1074535483249828% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.3M $11M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 82 $11M
2023 1 79 $10M
2024 1 81 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$687K
Employer EIN330058413
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Electric Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010190863 · Participants: 79American Electric Supply, 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
American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Electric Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Medicalodges, Inc. Employee Stock Ownership Plan in KS ($10M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 American Electric Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
American Electric Supply, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.5% during 2023, from $11M to $10M. Reported net income was -$687K.
How have American Electric Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Electric Supply, Inc.'s sponsor-wide assets declined 2.1%, from $11M to $11M.
Which ESOP plans are similar in size to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Medicalodges, Inc. Employee Stock Ownership Plan in KS ($10M, 875 participants).
Which ESOP plans cover a similar participant headcount to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants, $1M 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 330058413.

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.