ESOP · DOL Form 5500 · 2023

Scott Sales Co. ESOP

Data updated 2026-08-11

$9M
Total assets
12
Participants
56th
Percentile by assets
$730,291
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Scott Sales Co. Employee Stock Ownership Plan · Sponsored by Scott Sales Co. · California · Wholesale Trade

$9M in assets, 12 participants

Scott Sales Co.'s Scott Sales Co. Employee Stock Ownership Plan reported $9M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 127,072 plans)
  • #2,961 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Scott Sales Co. Employee Stock Ownership Plan holds $9M for 12 participants - about $730,291 per participant, above the median plan by assets.

$9M
total plan assets (2023 EOY)
12
covered participants
56th
percentile by assets (of 127,072 plans)
$730,291
avg assets per participant

Where Scott Sales Co. Employee Stock Ownership Plan sits by total assets

Scott Sales Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,763,489 Top 44% higher than 56% 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

  • Scott Sales Co. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $516K in the plan year 2023 filing.
  • Scott Sales Co. Employee Stock Ownership Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Scott Sales Co. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Wholesale Trade

ESOP filing for Scott Sales Co. Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 952381732 ; effective since 1987-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$516K
Employer EIN952381732
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott Sales Co.)

$8M$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.25M $8.45M ▲ +2.4%
Total plan assets by year, all Scott Sales Co. plans on file
Year Plans Participants Total Assets
2022 1 13 $8M
2023 1 12 $9M
2024 1 10 $8M

Nearby ESOP Plans in California

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

Scott Sales Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Scott Sales Co. Empl…, Total assets ($B): 0.008763489 · Participants: 12Scott Sales Co. Empl…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
Scott Sales Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Scott Sales Co. Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Scott Sales Co. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Scott Sales Co. Employee Stock Ownership Plan assets move in 2023? ▼
Scott Sales Co. Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $8M to $9M. Reported net income was $516K.
How have Scott Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott Sales Co.'s sponsor-wide assets grew 2.4%, from $8M to $8M.
Which ESOP plans are similar in size to Scott Sales Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Florida Mechanical Systems Inc ESOP in FL ($9M, 24 participants).

Next read for Scott Sales Co. Employee Stock Ownership…

Filing takeaways

Ways to act on Scott Sales Co. Employee Stock Ownership Plan's numbers.

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 952381732.

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.