ESOP · DOL Form 5500 · 2023
Fritz Industries, Inc. ESOP
Data updated 2026-08-11
- $76M
- Total assets
- 161
- Participants
- 89th
- Percentile by assets
- $469,168
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $76M
- total plan assets (2023 EOY)
- 161
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $469,168
- avg assets per participant
Where Fritz Industries, Inc. Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Fritz Industries, Inc. Employee Stock Ownership Plan reports 161 participants - about 23% of that state average ($76M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $8M |
| Employer EIN | 751083407 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fritz Industries, Inc.)
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Fritz Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Plastic Products Company, Inc Employee Stock Ownership Plan & Trust (MN) $76M · 978
- James M. Pleasants Company, Inc. Employee Stock Ownership Plan (NC) $76M · 166
- State Bankshares Employee Stock Ownership Plan and Trust (ND) $76M · 1,617
- Brown and Caldwell Employee Stock Ownership Plan (CO) $76M · 2,070
Frequently Asked Questions
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Filing takeaways
Ways to act on Fritz Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Fritz Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Fritz Industries, Inc.'s sponsor-wide assets have grown 53.5% since 2022 across 3 plan years on file. More Manufacturing plans