ESOP · DOL Form 5500 · 2024
Roush Holdings, Inc. ESOP
Data updated 2026-08-11
- $174M
- Total assets
- 416
- Participants
- 94th
- Percentile by assets
- $417,249
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $174M
- total plan assets (2024 EOY)
- 416
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $417,249
- avg assets per participant
Where Roush Holdings Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Roush Holdings Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Roush Holdings Employee Stock Ownership Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $29M |
| Employer EIN | 814228008 |
| Plan Effective Date | 1991-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roush Holdings, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Roush Holdings Employee Stock Ownership Plan by total assets, not by location.
- Griffith Company Employee Stock Ownership Plan (CA) $173M · 295
- D.a. Davidson Companies Employee Stock Ownership Plan (MT) $176M · 1,519
- Suntec Employee Stock Ownership Plan (AZ) $171M · 1,444
- Wiginton Corporation ESOP (FL) $171M · 479
Frequently Asked Questions
How did Roush Holdings Employee Stock Ownership Plan assets move in 2024? ▼
How have Roush Holdings, Inc. plan assets changed over time? ▼
Where does Roush Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Roush Holdings Employee Stock Ownership Plan? ▼
Next read for Roush Holdings Employee Stock Ownership …
Scale reading
Ways to act on Roush Holdings Employee Stock Ownership Plan's numbers.
- By total assets, Roush Holdings Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Roush Holdings, Inc.'s sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Retail Trade plans