ESOP · DOL Form 5500 · 2023

The Alloy Engineering Company ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
147
Participants Small participant base
64th
Percentile by assets National rank
$86,076
Avg per participant Below avg balance/head
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Official DOL plan name: The Alloy Engineering Company Employee Stock Ownership Plan · Sponsored by The Alloy Engineering Company · Ohio · Manufacturing

$13M in assets, 147 participants

The Alloy Engineering Company's The Alloy Engineering Company Employee Stock Ownership Plan reported $13M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,584 in Manufacturing (18,722 peers)

Coverage in Ohio

The Alloy Engineering Company Employee Stock Ownership Plan covers 147 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#9,584
in Manufacturing (18,722 peers)
+30.5%
assets growth YoY

The Alloy Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Alloy Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$12,653,226 Top 36% higher than 64% 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

The Alloy Engineering Company 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. The Alloy Engineering Company Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Alloy Engineering Company Employee Stock Ownership Plan reported net income rose from $616K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Alloy Engineering Company Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • The Alloy Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340759537 · The Alloy Engineering Company PY 2023 · ESOP

The Alloy Engineering Company Employee Stock Ownership Plan · $13M · 147 · 64th

  • EOY $13M
  • 5500 147
  • ASSETS 64th
  • PCT ESOP
  • EIN near Greene Light Holding Company Employee Stock Ownership Plan
  • RANK ind #9584

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 Ohio →

The Alloy Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Provident Savings Bank, F.S.B. Employee Stock Ownership PlanProvident Savings Bank, F.S.…$13MGreene Light Holding Company Employee Stock Ownership PlanGreene Light Holding Company…$13MThe Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$13MAstro Machine Holdings, Inc. Employee Stock Ownership PlanAstro Machine Holdings, Inc.…$13MThe Niven Marketing Group Employee Stock Ownership PlanThe Niven Marketing Group Em…$13M
End-of-year total assets ($M) among The Alloy Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN340759537
Plan Effective Date1974-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Alloy Engineering Company)

Sponsor-wide plan assets over time

All The Alloy Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.965104335676337% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.69M $11.1M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 59 $10M
2023 1 147 $13M
2024 1 173 $11M

Nearby ESOP Plans in Ohio

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

The Alloy Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Alloy Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.012653226 · Participants: 147The Alloy Engineering Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Alloy Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Alloy Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Alloy Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Greene Light Holding Company Employee Stock Ownership Plan in WI ($13M); by covered participants it is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 The Alloy Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
The Alloy Engineering Company Employee Stock Ownership Plan surged - up 30.5% during 2023, from $10M to $13M. Reported net income was $3M.
How have The Alloy Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Alloy Engineering Company's sponsor-wide assets grew 14.0%, from $10M to $11M.
Which ESOP plans are similar in size to The Alloy Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Greene Light Holding Company Employee Stock Ownership Plan in WI ($13M, 272 participants).
Which ESOP plans cover a similar participant headcount to The Alloy Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants, $8M 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 340759537.

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.