ESOP · DOL Form 5500 · 2023

The Elliott Company ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
205
Participants Below avg headcount
61st
Percentile by assets National rank
$55,462
Avg per participant Low balance/head
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Official DOL plan name: The Elliott Company Employee Stock Ownership Plan · Sponsored by The Elliott Company · Kentucky · Construction

$11M in assets, 205 participants

The Elliott Company's The Elliott Company Employee Stock Ownership Plan reported $11M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,398 in Construction (9,030 peers)

Coverage in Kentucky

The Elliott Company Employee Stock Ownership Plan covers 205 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#5,398
in Construction (9,030 peers)
+19.9%
assets growth YoY

The Elliott Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$11,369,765 Top 39% higher than 61% 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 Elliott 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 Elliott Company Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Elliott Company Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Elliott Company Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Elliott Company Employee Stock Ownership Plan reported participants rose from 195 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610961116 · The Elliott Company PY 2023 · ESOP

The Elliott Company Employee Stock Ownership Plan · $11M · 205 · 61st

  • BOY $11M
  • BOY 205
  • BOY 61st
  • BOY ESOP
  • BOY near Martin/Brattrud, Inc. Employee Stock Ownership Plan
  • BOY ind #5398

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 Kentucky →

The Elliott Company Employee Stock Ownership Plan in the asset neighbourhood

Mechworks Mechanical Contractors Inc Employee Stock Ownership PlanMechworks Mechanical Contrac…$11MCsc Employee Stock Ownership PlanCsc Employee Stock Ownership…$11MThe Elliott Company Employee Stock Ownership PlanThe Elliott Company Employee…$11MMartin/Brattrud, Inc. Employee Stock Ownership PlanMartin/Brattrud, Inc. Employ…$11MSaalex Corporation Employee Stock Ownership PlanSaalex Corporation Employee …$11M
End-of-year total assets ($M) among The Elliott Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN610961116
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Elliott Company)

Sponsor-wide plan assets over time

All The Elliott Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 130.61719484054646% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.6M $31.5M ▲ +130.6%
Year Plans Participants Total Assets
2022 2 343 $14M
2023 2 377 $16M
2024 2 425 $31M

Nearby ESOP Plans in Kentucky

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

The Elliott Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants The Elliott Company Employee Stock Ownership Plan, Total assets ($B): 0.011369765 · Participants: 205The Elliott Company Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
The Elliott Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare The Elliott Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA ($11M); by covered participants it is The Graham Company Employee Stock Ownership Plan in PA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Elliott Company Employee Stock Ownership Plan assets move in 2023? ▼
The Elliott Company Employee Stock Ownership Plan grew sharply - up 19.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have The Elliott Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Elliott Company's sponsor-wide assets grew 130.6%, from $14M to $31M.
Which ESOP plans are similar in size to The Elliott Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA ($11M, 173 participants).
Which ESOP plans cover a similar participant headcount to The Elliott Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Graham Company Employee Stock Ownership Plan in PA (205 participants, $31M 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 610961116.

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.