ESOP · DOL Form 5500 · 2023

The Alloy Engineering Company ESOP

Data updated 2026-08-11

$13M
Total assets
147
Participants
64th
Percentile by assets
$86,076
Avg per participant
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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.

  • 64th percentile by assets (of 127,072 plans)
  • #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.

$13M
total plan assets (2023 EOY)
147
covered participants
64th
percentile by assets (of 127,072 plans)
$86,076
avg assets per participant

Where The Alloy Engineering Company Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Ohio
Industry
Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. The Alloy Engineering Company Employee Stock Ownership Plan reports 147 participants - about 19% of that state average ($13M EOY assets).

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)

$9M$10M$11M$12M$13M 202220232024 $9.69M $11.1M ▲ +14.0%
Total plan assets by year, all The Alloy Engineering Company plans on file
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 ($B) Participants The Alloy Engineerin…, Total assets ($B): 0.012653226 · Participants: 147The Alloy Engineerin…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
The Alloy Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Alloy Engineering Company Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Alloy Engineering Company Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for The Alloy Engineering Company Employee S…

Filing takeaways

Ways to act on The Alloy Engineering Company Employee Stock Ownership Plan's numbers.

  • By total assets, The Alloy Engineering Company Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • The Alloy Engineering Company's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Manufacturing plans

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.