ESOP · DOL Form 5500 · 2023

Intrepid Industries ESOP

Data updated 2026-08-11

$13M
Total assets
12
Participants
64th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Intrepid Industries Employee Stock Ownership Plan · Sponsored by Intrepid Industries · Texas · Manufacturing

$13M in assets, 12 participants

Intrepid Industries's Intrepid Industries Employee Stock Ownership Plan reported $13M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #9,605 in Manufacturing (18,722 peers)

What the 2023 filing shows

Intrepid Industries Employee Stock Ownership Plan holds $13M for 12 participants - about $1.1M per participant, above the median plan by assets.

$13M
total plan assets (2023 EOY)
12
covered participants
64th
percentile by assets (of 127,072 plans)
$1.1M
avg assets per participant

Where Intrepid Industries Employee Stock Ownership Plan sits by total assets

Intrepid Industries Employee Stock Ownership Plan vs every filed plan by assets

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

$12,694,759 Top 36% higher than 64% 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

  • Intrepid Industries Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Intrepid Industries Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

ESOP filing for Intrepid Industries Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 742007652 ; effective since 2014-11-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN742007652
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intrepid Industries)

$11.5M$12M$12.5M$13M 20222023 $11.8M $12.7M ▲ +7.5%
Total plan assets by year, all Intrepid Industries plans on file
Year Plans Participants Total Assets
2022 1 12 $12M
2023 1 12 $13M

Nearby ESOP Plans in Texas

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

Intrepid Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Intrepid Industries …, Total assets ($B): 0.012694759 · Participants: 12Intrepid Industries …Sammons Enterprises,…, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Em…Cactus Feeders, Inc.…, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc.…Lja Engineering, Inc…, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc…
Intrepid Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Intrepid Industries Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Intrepid Industries Employee Stock Ownership Plan assets move in 2023?
Intrepid Industries Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2023, from $12M to $13M. Reported net income was $2M.
How have Intrepid Industries plan assets changed over time?
Across 2 plan years on file (2022-2023), Intrepid Industries's sponsor-wide assets grew 7.5%, from $12M to $13M.
Which ESOP plans are similar in size to Intrepid Industries Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is East Coast Appliance Sales, Service and Parts, Inc. in VA ($13M, 95 participants).

Next read for Intrepid Industries Employee Stock Owner…

Filing takeaways

Ways to act on Intrepid Industries Employee Stock Ownership Plan's numbers.