ESOP · DOL Form 5500 · 2023

Scott Sales Co. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
12
Participants Small participant base
56th
Percentile by assets National rank
$730,291
Avg per participant High balance/head
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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.

  • #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.

#2,961
in Wholesale Trade (6,309 peers)
+6.3%
assets growth YoY

Scott Sales Co. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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

Scott Sales Co. 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. Scott Sales Co. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 952381732 · Scott Sales Co. PY 2023 · ESOP

Scott Sales Co. Employee Stock Ownership Plan · $9M · 12 · 56th

  • ASSETS $9M
  • ASSETS 12
  • ASSETS 56th
  • ASSETS ESOP
  • ASSETS near Florida Mechanical Systems Inc ESOP
  • ASSETS ind #2961

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 California →

Scott Sales Co. Employee Stock Ownership Plan in the asset neighbourhood

Midwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$9MScott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$9MFlorida Mechanical Systems Inc ESOPFlorida Mechanical Systems I…$9MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$9MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$9M
End-of-year total assets ($M) among Scott Sales Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Scott Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.4277596673363764% vs 2022
2024 filing year
$8M$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.25M $8.45M ▲ +2.4%
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 ($B) Participants Scott Sales Co. Employee Stock Ownership Plan, Total assets ($B): 0.008763489 · Participants: 12Scott Sales Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Scott Sales Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Scott Sales Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Scott Sales Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Florida Mechanical Systems Inc ESOP in FL ($9M); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 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).
Which ESOP plans cover a similar participant headcount to Scott Sales Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 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.