ESOP · DOL Form 5500 · 2023

Alamo Transformer Supply Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
75
Participants Small participant base
52nd
Percentile by assets National rank
$96,685
Avg per participant Below avg balance/head
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Official DOL plan name: Alamo Transformer Supply Company Employee Stock Ownership Plan · Sponsored by Alamo Transformer Supply Company · Texas · Manufacturing

$7M in assets, 75 participants

Alamo Transformer Supply Company's Alamo Transformer Supply Company Employee Stock Ownership Plan reported $7M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,772 in Manufacturing (18,722 peers)

Alamo Transformer Supply Company multi-year trail

Alamo Transformer Supply Company's plans moved +22.4% in assets from 2022 to 2024; this filing shows Alamo Transformer Supply Company Employee Stock Ownership Plan at $7M / 75 participants.

#6,772
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY

Alamo Transformer Supply Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Alamo Transformer Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$7,251,405 Top 48% higher than 52% 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

Alamo Transformer Supply Company 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. Alamo Transformer Supply Company Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alamo Transformer Supply Company Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $973K in the plan year 2023 filing.
  • Alamo Transformer Supply Company Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Alamo Transformer Supply Company Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741610651 · Alamo Transformer Supply Company PY 2023 · ESOP

Alamo Transformer Supply Company Employee Stock Ownership Plan · $7M · 75 · 52nd

  • EBSA $7M
  • EBSA 75
  • EBSA 52nd
  • EBSA ESOP
  • EBSA near Augusta Industrial Services, Inc. Employee Stock Ownership Plan
  • EBSA ind #6772

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 Texas →

Alamo Transformer Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Somerset Regal Bank Employee Stock Ownership PlanSomerset Regal Bank Employee…$7MLion Plumbing Supply, Inc. Employee Stock Ownership PlanLion Plumbing Supply, Inc. E…$7MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7MAugusta Industrial Services, Inc. Employee Stock Ownership PlanAugusta Industrial Services,…$7MColumbus Mckinnon Corporation Employee Stock Ownership PlanColumbus Mckinnon Corporatio…$7M
End-of-year total assets ($M) among Alamo Transformer Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alamo Transformer Supply Company multi-year asset trail

Sponsor-wide plan assets over time

All Alamo Transformer Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.390227063524026% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.3M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 135 $10M
2023 2 139 $12M
2024 2 151 $12M

Alamo Transformer Supply Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$973K
Employer EIN741610651
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Alamo Transformer Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Alamo Transformer Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.007251405 · Participants: 75Alamo Transformer Supply Company Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Alamo Transformer Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Alamo Transformer Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Alamo Transformer Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Augusta Industrial Services, Inc. Employee Stock Ownership Plan in GA ($7M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Alamo Transformer Supply Company Employee Stock Ownership Plan assets move in 2023? ▼
Alamo Transformer Supply Company Employee Stock Ownership Plan grew sharply - up 15.5% during 2023, from $6M to $7M. Reported net income was $973K.
How have Alamo Transformer Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alamo Transformer Supply Company's sponsor-wide assets grew 22.4%, from $10M to $12M.
Which ESOP plans are similar in size to Alamo Transformer Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Augusta Industrial Services, Inc. Employee Stock Ownership Plan in GA ($7M, 110 participants).
Which ESOP plans cover a similar participant headcount to Alamo Transformer Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 741610651.

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.