ESOP · DOL Form 5500 · 2024

Electro-Term, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
35th
Percentile by assets National rank
$76,943
Avg per participant Below avg balance/head
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Official DOL plan name: Electro-Term, Inc. Employee Stock Ownership Plan · Sponsored by Electro-Term, Inc. · Massachusetts · Wholesale Trade

$3M in assets, 42 participants

Electro-Term, Inc.'s Electro-Term, Inc. Employee Stock Ownership Plan reported $3M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,464 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Electro-Term, Inc. Employee Stock Ownership Plan holds $3M for 42 participants - about $76,943 per participant, in the lower half of filed plans by assets.

#1,464
in Wholesale Trade (6,080 peers)
+2.4%
assets growth YoY

Electro-Term, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Electro-Term, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,231,591 35th percentile higher than 35% 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

Electro-Term, Inc. 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. Electro-Term, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electro-Term, Inc. Employee Stock Ownership Plan reported net income rose from -$97K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • Electro-Term, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Electro-Term, Inc. Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042624147 · Electro-Term, Inc. PY 2024 · ESOP

Electro-Term, Inc. Employee Stock Ownership Plan · $3M · 42 · 35th

  • EIN $3M
  • RANK 42
  • PHOTO 35th
  • IND ESOP
  • EOY near Klai Juba Wald Employee Stock Ownership Plan
  • 5500 ind #1464

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 Massachusetts →

Electro-Term, Inc. Employee Stock Ownership Plan in the asset neighbourhood

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership PlanF & S Mechanical and Plumbin…$3MElectro-Term, Inc. Employee Stock Ownership PlanElectro-Term, Inc. Employee …$3MKlai Juba Wald Employee Stock Ownership PlanKlai Juba Wald Employee Stoc…$3MSheridan Media ESOP$3MBlackburn Consulting Employee Stock Ownership PlanBlackburn Consulting Employe…$3M
End-of-year total assets ($M) among Electro-Term, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$76K
Employer EIN042624147
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Electro-Term, Inc.)

Sponsor-wide plan assets over time

All Electro-Term, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.6342135226523937% vs 2022
2024 filing year
$3.15M$3.2M$3.25M$3.3M 202220232024 $3.25M $3.23M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 43 $3M
2024 1 42 $3M

Nearby ESOP Plans in Massachusetts

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

Electro-Term, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Electro-Term, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.231591 · Participants: 42Electro-Term, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Electro-Term, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Electro-Term, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Electro-Term, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Klai Juba Wald Employee Stock Ownership Plan in NV ($3M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Electro-Term, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Electro-Term, Inc. Employee Stock Ownership Plan edged up modestly - up 2.4% during 2024, from $3M to $3M. Reported net income was $76K.
How have Electro-Term, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electro-Term, Inc.'s sponsor-wide assets declined 0.6%, from $3M to $3M.
Which ESOP plans are similar in size to Electro-Term, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Klai Juba Wald Employee Stock Ownership Plan in NV ($3M, 63 participants).
Which ESOP plans cover a similar participant headcount to Electro-Term, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 042624147.

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.