ESOP · DOL Form 5500 · 2024

Elus Company ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
21
Participants Small participant base
78th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Elus Company Employee Stock Ownership Plan and Trust · Sponsored by Elus Company · Ohio · Utilities

$32M in assets, 21 participants

Elus Company's Elus Company Employee Stock Ownership Plan and Trust reported $32M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #314 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Elus Company Employee Stock Ownership Plan and Trust ranks #314 of 732 2024 filers by assets (1671% of the sector average)-$32M for 21 participants.

#314
in Utilities (732 peers)
+27.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Elus Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Elus Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$32,137,967 Top 22% higher than 78% 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

Elus Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elus Company Employee Stock Ownership Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elus Company Employee Stock Ownership Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Elus Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Elus Company Employee Stock Ownership Plan and Trust reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311102250 · Elus Company PY 2024 · ESOP

Elus Company Employee Stock Ownership Plan and Trust · $32M · 21 · 78th

  • EIN $32M
  • EIN 21
  • EIN 78th
  • EIN ESOP
  • EIN near Bga Holdings Co. Employee Stock Ownership Plan and Trust
  • EIN ind #314

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 →

Elus Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Group W Inc. Employee Stock Ownership PlanGroup W Inc. Employee Stock …$32MElus Company Employee Stock Ownership Plan and TrustElus Company Employee Stock …$32MBga Holdings Co. Employee Stock Ownership Plan and TrustBga Holdings Co. Employee St…$32MParman Holdings Corporation Employee Stock Ownership PlanParman Holdings Corporation …$32MStandard Air & Lite Employee Stock Ownership PlanStandard Air & Lite Employee…$32M
End-of-year total assets ($M) among Elus Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN311102250
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elus Company)

Sponsor-wide plan assets over time

All Elus Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 53.44432442817724% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $32.1M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 20 $21M
2023 1 20 $25M
2024 1 21 $32M

Nearby ESOP Plans in Ohio

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

Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Elus Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.032137967 · Participants: 21Elus Company Employee Stock Ownership Plan and TrustProcter & 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
Elus Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Elus Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Elus Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bga Holdings Co. Employee Stock Ownership Plan and Trust in AZ ($32M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Elus Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Elus Company Employee Stock Ownership Plan and Trust grew sharply - up 27.5% during 2024, from $25M to $32M. Reported net income was $7M.
How have Elus Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elus Company's sponsor-wide assets grew 53.4%, from $21M to $32M.
Where does Elus Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Elus Company Employee Stock Ownership Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bga Holdings Co. Employee Stock Ownership Plan and Trust in AZ ($32M, 52 participants).
Which ESOP plans cover a similar participant headcount to Elus Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K 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 311102250.

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.