ESOP · DOL Form 5500 · 2024

Sewell Holdings, Inc. ESOP

Data updated 2026-08-25

$398K
Total assets Small plan by assets
73
Participants Small participant base
16th
Percentile by assets National rank
$5,452
Avg per participant Low balance/head
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Official DOL plan name: Sewell Motor Express Employee Stock Ownership Plan · Sponsored by Sewell Holdings, Inc. · Ohio · Transportation & Warehousing

$398K in assets, 73 participants

Sewell Holdings, Inc.'s Sewell Motor Express Employee Stock Ownership Plan reported $398K in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #535 in Transportation & Warehousing (3,299 peers)

Sewell Holdings, Inc. multi-year trail

Sewell Holdings, Inc.'s plans moved +25.2% in assets from 2023 to 2024; this filing shows Sewell Motor Express Employee Stock Ownership Plan at $398K / 73 participants.

#535
in Transportation & Warehousing (3,299 peers)
+25.2%
assets growth YoY

Sewell Motor Express Employee Stock Ownership Plan among the smaller filed plans by assets

Sewell Motor Express Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$398,014 16th percentile higher than 16% of 123,620 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 2024

Sewell Motor Express Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sewell Motor Express Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sewell Motor Express Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to $184K in the plan year 2024 filing.
  • Sewell Motor Express Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2023 filing to 73 in the plan year 2024 filing.
  • Sewell Motor Express Employee Stock Ownership Plan end-of-year assets rose from $318K in the plan year 2023 filing to $398K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823677160 · Sewell Holdings, Inc. PY 2024 · ESOP

Sewell Motor Express Employee Stock Ownership Plan · $398K · 73 · 16th

  • IND $398K
  • IND 73
  • IND 16th
  • IND ESOP
  • IND near Intervine, Inc. Employee Stock Ownership Plan
  • IND ind #535

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 Ohio →

Sewell Motor Express Employee Stock Ownership Plan in the asset neighbourhood

Sewell Motor Express Employee Stock Ownership PlanSewell Motor Express Employe…$398KIntervine, Inc. Employee Stock Ownership PlanIntervine, Inc. Employee Sto…$397KCharlan Brock & Associates, Inc. Employee Stock Ownership PlanCharlan Brock & Associates, …$400K12 Reed Road Inc. Retirement Plan12 Reed Road Inc. Retirement…$400KSofha Management Services, Inc. Employee Stock Ownership PlanSofha Management Services, I…$400K
End-of-year total assets ($M) among Sewell Motor Express Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sewell Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sewell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$398K 25.16163522012579% vs 2023
2024 filing year
$0.3M$0.35M$0.4M$0.45M 20232024 $0.32M $0.4M ▲ +25.0%
Year Plans Participants Total Assets
2023 1 112 $318K
2024 1 73 $398K

Sewell Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)-$5M
Net Income$184K
Employer EIN823677160
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Sewell Motor Express Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Sewell Motor Express Employee Stock Ownership Plan, Total assets ($B): 0.000398014 · Participants: 73Sewell Motor Express Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Sewell Motor Express Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Sewell Motor Express Employee Stock Ownership Plan side-by-side with 3 peers →

Sewell Motor Express Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Intervine, Inc. Employee Stock Ownership Plan in CA ($397K); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sewell Motor Express Employee Stock Ownership Plan assets move in 2024? ▼
Sewell Motor Express Employee Stock Ownership Plan grew sharply - up 25.2% during 2024, from $318K to $398K. Reported net income was $184K.
How have Sewell Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sewell Holdings, Inc.'s sponsor-wide assets grew 25.2%, from $318K to $398K.
Where does Sewell Motor Express Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sewell Motor Express Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sewell Motor Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Intervine, Inc. Employee Stock Ownership Plan in CA ($397K, 28 participants).
Which ESOP plans cover a similar participant headcount to Sewell Motor Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823677160.

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.