ESOP · DOL Form 5500 · 2023

Electronics Research, Inc. ESOP

Data updated 2026-08-25

$712K
Total assets Small plan by assets
53
Participants Small participant base
21st
Percentile by assets National rank
$13,427
Avg per participant Low balance/head
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Official DOL plan name: Electronics Research, Inc. Employee Stock Ownership Plan · Sponsored by Electronics Research, Inc. · Indiana · Manufacturing

$712K in assets, 53 participants

Electronics Research, Inc.'s Electronics Research, Inc. Employee Stock Ownership Plan reported $712K in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,649 in Manufacturing (18,722 peers)

Electronics Research, Inc. multi-year trail

Electronics Research, Inc.'s plans moved -12.0% in assets from 2022 to 2024; this filing shows Electronics Research, Inc. Employee Stock Ownership Plan at $712K / 53 participants.

#1,649
in Manufacturing (18,722 peers)
-7.3%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electronics Research, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Electronics Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$711,628 21st percentile higher than 21% 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

Electronics Research, Inc. 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. Electronics Research, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electronics Research, Inc. Employee Stock Ownership Plan reported net income fell from $38K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Electronics Research, Inc. Employee Stock Ownership Plan end-of-year assets fell from $767K in the plan year 2022 filing to $712K in the plan year 2023 filing.
  • Electronics Research, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351083384 · Electronics Research, Inc. PY 2023 · ESOP

Electronics Research, Inc. Employee Stock Ownership Plan · $712K · 53 · 21st

  • NET $712K
  • BOOK 53
  • VS-ST 21st
  • BOY ESOP
  • SCH near Clear Solutions, Inc. Employee Stock Ownership Plan
  • EBSA ind #1649

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 Indiana →

Electronics Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Electronics Research, Inc. Employee Stock Ownership PlanElectronics Research, Inc. E…$712KClear Solutions, Inc. Employee Stock Ownership PlanClear Solutions, Inc. Employ…$711KB & B Precision Manufacturing, Inc. Employee Stock Ownership PlanB & B Precision Manufacturin…$709KWillocks Construction Corporation Employee Stock Ownership PlanWillocks Construction Corpor…$708KSsb Bank Employee Stock Ownership PlanSsb Bank Employee Stock Owne…$707K
End-of-year total assets ($M) among Electronics Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Electronics Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Electronics Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.01208169686803% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.7M $11.2M ▼ -12.0%
Year Plans Participants Total Assets
2022 2 113 $13M
2023 2 156 $15M
2024 2 151 $11M

Electronics Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)$767K
Net Assets (End of Year)$712K
Net Income-$56K
Employer EIN351083384
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Electronics Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Electronics Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000711628 · Participants: 53Electronics Research, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Electronics Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Electronics Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Clear Solutions, Inc. Employee Stock Ownership Plan in NH ($711K); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Electronics Research, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Electronics Research, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.3% during 2023, from $767K to $712K. Reported net income was -$56K.
How have Electronics Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electronics Research, Inc.'s sponsor-wide assets declined 12.0%, from $13M to $11M.
Where does Electronics Research, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Electronics Research, Inc. Employee Stock Ownership Plan ranks in the 21st 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 Electronics Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Clear Solutions, Inc. Employee Stock Ownership Plan in NH ($711K, 22 participants).
Which ESOP plans cover a similar participant headcount to Electronics Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 351083384.

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.