ESOP · DOL Form 5500 · 2024

Roush Holdings, Inc. ESOP

Data updated 2026-08-25

$174M
Total assets Near avg plan size
416
Participants Below avg headcount
94th
Percentile by assets National rank
$417,249
Avg per participant High balance/head
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Official DOL plan name: Roush Holdings Employee Stock Ownership Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$174M in assets, 416 participants

Roush Holdings, Inc.'s Roush Holdings Employee Stock Ownership Plan reported $174M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,754 in Retail Trade (8,048 peers)

Where Roush Holdings Employee Stock Ownership Plan sits by assets

Roush Holdings Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $174M for 416 participants (~$417,249/participant), up 19.6% in 2024.

#7,754
in Retail Trade (8,048 peers)
+19.6%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Roush Holdings Employee Stock Ownership Plan's outsized position by total assets

Roush Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$173,575,757 Top 6% higher than 94% 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

Roush Holdings Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roush Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roush Holdings Employee Stock Ownership Plan end-of-year assets rose from $145M in the plan year 2023 filing to $174M in the plan year 2024 filing.
  • Roush Holdings Employee Stock Ownership Plan reported participants rose from 390 in the plan year 2023 filing to 416 in the plan year 2024 filing.
  • Roush Holdings Employee Stock Ownership Plan reported net income fell from $30M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 814228008 · Roush Holdings, Inc. PY 2024 · ESOP

Roush Holdings Employee Stock Ownership Plan · $174M · 416 · 94th

  • EBSA $174M
  • PART 416
  • TYPE 94th
  • NET ESOP
  • BOOK near Griffith Company Employee Stock Ownership Plan
  • VS-ST ind #7754

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 →

Roush Holdings Employee Stock Ownership Plan in the asset neighbourhood

D.a. Davidson Companies Employee Stock Ownership PlanD.a. Davidson Companies Empl…$176MRoush Holdings Employee Stock Ownership PlanRoush Holdings Employee Stoc…$174MGriffith Company Employee Stock Ownership PlanGriffith Company Employee St…$173MSuntec Employee Stock Ownership PlanSuntec Employee Stock Owners…$171MWiginton Corporation ESOP$171M
End-of-year total assets ($M) among Roush Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$162M
Net Income$29M
Employer EIN814228008
Plan Effective Date1991-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Nearby ESOP Plans in Ohio

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

Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Roush Holdings Employee Stock Ownership Plan, Total assets ($B): 0.173575757 · Participants: 416Roush Holdings 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
Roush Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Roush Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Roush Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Griffith Company Employee Stock Ownership Plan in CA ($173M); by covered participants it is Siddons Martin Employee Stock Ownership Plan in TX (416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Roush Holdings Employee Stock Ownership Plan assets move in 2024? ▼
Roush Holdings Employee Stock Ownership Plan grew sharply - up 19.6% during 2024, from $145M to $174M. Reported net income was $29M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Where does Roush Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roush Holdings Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Griffith Company Employee Stock Ownership Plan in CA ($173M, 295 participants).
Which ESOP plans cover a similar participant headcount to Roush Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Siddons Martin Employee Stock Ownership Plan in TX (416 participants, $27M 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 814228008.

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.