ESOP · DOL Form 5500 · 2023

Fritz Industries, Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
161
Participants Small participant base
89th
Percentile by assets National rank
$469,168
Avg per participant High balance/head
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Official DOL plan name: Fritz Industries, Inc. Employee Stock Ownership Plan · Sponsored by Fritz Industries, Inc. · Texas · Manufacturing

$76M in assets, 161 participants

Fritz Industries, Inc.'s Fritz Industries, Inc. Employee Stock Ownership Plan reported $76M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,737 in Manufacturing (18,722 peers)

Coverage in Texas

Fritz Industries, Inc. Employee Stock Ownership Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $76M.

#15,737
in Manufacturing (18,722 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fritz Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$75,536,081 Top 11% higher than 89% 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

Fritz Industries, 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. Fritz Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fritz Industries, Inc. Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fritz Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Fritz Industries, Inc. Employee Stock Ownership Plan reported participants fell from 167 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751083407 · Fritz Industries, Inc. PY 2023 · ESOP

Fritz Industries, Inc. Employee Stock Ownership Plan · $76M · 161 · 89th

  • PART $76M
  • PART 161
  • PART 89th
  • PART ESOP
  • PART near Plastic Products Company, Inc Employee Stock Ownership Plan & Trust
  • PART ind #15737

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 Texas →

Fritz Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$76MState Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$76MJames M. Pleasants Company, Inc. Employee Stock Ownership PlanJames M. Pleasants Company, …$76MPlastic Products Company, Inc Employee Stock Ownership Plan & TrustPlastic Products Company, In…$76MFritz Industries, Inc. Employee Stock Ownership PlanFritz Industries, Inc. Emplo…$76M
End-of-year total assets ($M) among Fritz Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$52M
Net Income$8M
Employer EIN751083407
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fritz Industries, Inc.)

Sponsor-wide plan assets over time

All Fritz Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$135M 53.536543073717745% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.1M $135M ▲ +53.5%
Year Plans Participants Total Assets
2022 2 328 $88M
2023 2 324 $97M
2024 2 295 $135M

Nearby ESOP Plans in Texas

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

Fritz Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Fritz Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075536081 · Participants: 161Fritz Industries, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Fritz Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Fritz Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN ($76M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Fritz Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fritz Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.8% during 2023, from $69M to $76M. Reported net income was $8M.
How have Fritz Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fritz Industries, Inc.'s sponsor-wide assets grew 53.5%, from $88M to $135M.
Where does Fritz Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fritz Industries, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Fritz Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN ($76M, 978 participants).
Which ESOP plans cover a similar participant headcount to Fritz Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (161 participants, $21M 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 751083407.

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.