ESOP · DOL Form 5500 · 2023

Roush Hardware, Inc. ESOP

Data updated 2026-08-25

$251K
Total assets Small plan by assets
21
Participants Small participant base
12th
Percentile by assets National rank
$11,938
Avg per participant Low balance/head
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Official DOL plan name: Roush Hardware Employee Stock Ownership Plan · Sponsored by Roush Hardware, Inc. · Ohio · Retail Trade

$251K in assets, 21 participants

Roush Hardware, Inc.'s Roush Hardware Employee Stock Ownership Plan reported $251K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,679 in Retail Trade (8,414 peers)

What the 2023 filing shows

Roush Hardware Employee Stock Ownership Plan holds $251K for 21 participants - about $11,938 per participant, among the smaller plans by assets on file.

#1,679
in Retail Trade (8,414 peers)
-2.0%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roush Hardware Employee Stock Ownership Plan among the smaller filed plans by assets

Roush Hardware Employee Stock Ownership Plan vs every filed plan by assets

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

$250,697 12th percentile higher than 12% 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

Roush Hardware 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. Roush Hardware Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roush Hardware Employee Stock Ownership Plan reported net income fell from -$4K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • Roush Hardware Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Roush Hardware Employee Stock Ownership Plan end-of-year assets fell from $256K in the plan year 2022 filing to $251K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310680549 · Roush Hardware, Inc. PY 2023 · ESOP

Roush Hardware Employee Stock Ownership Plan · $251K · 21 · 12th

  • ASSETS $251K
  • PCT 21
  • EIN 12th
  • RANK ESOP
  • PHOTO near Custom Interface, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #1679

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 →

Roush Hardware Employee Stock Ownership Plan in the asset neighbourhood

Roush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$251KCustom Interface, Inc. Employee Stock Ownership Plan and TrustCustom Interface, Inc. Emplo…$251KNorth American Transportation Solutions, Inc. Employee Stock Ownership PlanNorth American Transportatio…$250KSjh Derm, Inc. Employee Stock Ownership PlanSjh Derm, Inc. Employee Stoc…$250KJ. D. Hendley & Associates, Inc. E.S.O.P.J. D. Hendley & Associates, …$249K
End-of-year total assets ($M) among Roush Hardware Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$251K
Net Income-$5K
Employer EIN310680549
Plan Effective Date1991-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Hardware, Inc.)

Sponsor-wide plan assets over time

All Roush Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$231K 9.885754710712792% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.26M $0.23M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 25 $256K
2023 1 21 $251K
2024 1 16 $231K

Nearby ESOP Plans in Ohio

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

Roush Hardware Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Roush Hardware Employee Stock Ownership Plan, Total assets ($B): 0.000250697 · Participants: 21Roush Hardware 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
Roush Hardware Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Roush Hardware Employee Stock Ownership Plan side-by-side with 3 peers →

Roush Hardware Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA ($251K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Roush Hardware Employee Stock Ownership Plan assets move in 2023? ▼
Roush Hardware Employee Stock Ownership Plan edged down modestly - down 2.0% during 2023, from $256K to $251K. Reported net income was -$5K.
How have Roush Hardware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Hardware, Inc.'s sponsor-wide assets declined 9.9%, from $256K to $231K.
Where does Roush Hardware Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roush Hardware Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Roush Hardware Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA ($251K, 45 participants).
Which ESOP plans cover a similar participant headcount to Roush Hardware Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 310680549.

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.