ESOP · DOL Form 5500 · 2023

Electro Form Corporation ESOP

Data updated 2026-08-25

$465K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$93,010
Avg per participant Below avg balance/head
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Official DOL plan name: Electro Form Employee Stock Ownership Plan · Sponsored by Electro Form Corporation · New York · Manufacturing

$465K in assets, 5 participants

Electro Form Corporation's Electro Form Employee Stock Ownership Plan reported $465K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,304 in Manufacturing (18,722 peers)

Electro Form Corporation multi-year trail

Electro Form Corporation's plans moved +12.3% in assets from 2022 to 2024; this filing shows Electro Form Employee Stock Ownership Plan at $465K / 5 participants.

#1,304
in Manufacturing (18,722 peers)
-13.6%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electro Form Employee Stock Ownership Plan among the smaller filed plans by assets

Electro Form Employee Stock Ownership Plan vs every filed plan by assets

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

$465,050 17th percentile higher than 17% 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

Electro Form Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electro Form Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electro Form Employee Stock Ownership Plan reported net income fell from -$19K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • Electro Form Employee Stock Ownership Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Electro Form Employee Stock Ownership Plan end-of-year assets fell from $538K in the plan year 2022 filing to $465K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160920094 · Electro Form Corporation PY 2023 · ESOP

Electro Form Employee Stock Ownership Plan · $465K · 5 · 17th

  • EOY $465K
  • EOY 5
  • EOY 17th
  • EOY ESOP
  • EOY near Anbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership Plan
  • EOY ind #1304

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 New York →

Electro Form Employee Stock Ownership Plan in the asset neighbourhood

Electro Form Employee Stock Ownership PlanElectro Form Employee Stock …$465KCottage Hill Nursery, Inc Employee Stock Ownership PlanCottage Hill Nursery, Inc Em…$469KKaoh ESOP Incentive Fund$470KAnbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership PlanAnbe, Aruga & Ishizu, Archit…$463KBass Cabinet Manufacturing, Inc. Employee Stock Ownership PlanBass Cabinet Manufacturing, …$461K
End-of-year total assets ($M) among Electro Form Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Electro Form Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Electro Form Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.330201273710713% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.47M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 11 $3M
2023 2 10 $3M
2024 2 9 $3M

Electro Form Corporation filing trail (2023)

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$465K
Net Income-$73K
Employer EIN160920094
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Electro Form Employee Stock Ownership Plan, Total assets ($M): 0.46505 · Participants: 5Electro Form Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Electro Form Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Anbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership Plan in HI ($463K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Electro Form Employee Stock Ownership Plan assets move in 2023? ▼
Electro Form Employee Stock Ownership Plan pulled back noticeably - down 13.6% during 2023, from $538K to $465K. Reported net income was -$73K.
How have Electro Form Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electro Form Corporation's sponsor-wide assets grew 12.3%, from $3M to $3M.
Where does Electro Form Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Electro Form Employee Stock Ownership Plan ranks in the 17th 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 Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Anbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership Plan in HI ($463K, 6 participants).
Which ESOP plans cover a similar participant headcount to Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 160920094.

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.