ESOP · DOL Form 5500 · 2023

Servotronics, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
219
Participants Below avg headcount
37th
Percentile by assets National rank
$15,138
Avg per participant Low balance/head
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Official DOL plan name: Servotronics, Inc. Employee Stock Ownership Plan · Sponsored by Servotronics, Inc. · New York · Manufacturing

$3M in assets, 219 participants

Servotronics, Inc.'s Servotronics, Inc. Employee Stock Ownership Plan reported $3M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,849 in Manufacturing (18,722 peers)

Coverage in New York

Servotronics, Inc. Employee Stock Ownership Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $3M.

#3,849
in Manufacturing (18,722 peers)
-10.3%
assets change YoY

The plan reported a net loss of $301K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servotronics, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Servotronics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,315,231 37th percentile higher than 37% of 127,068 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 2023

Servotronics, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servotronics, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Servotronics, Inc. Employee Stock Ownership Plan reported net income rose from -$936K in the plan year 2022 filing to -$301K in the plan year 2023 filing.
  • Servotronics, Inc. Employee Stock Ownership Plan reported participants rose from 189 in the plan year 2022 filing to 219 in the plan year 2023 filing.
  • Servotronics, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160837866 · Servotronics, Inc. PY 2023 · ESOP

Servotronics, Inc. Employee Stock Ownership Plan · $3M · 219 · 37th

  • TYPE $3M
  • TYPE 219
  • TYPE 37th
  • TYPE ESOP
  • TYPE near Southern Services, Inc. Employee Stock Ownership Plan
  • TYPE ind #3849

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 New York →

Servotronics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Servotronics, Inc. Employee Stock Ownership PlanServotronics, Inc. Employee …$3MGis Surveyors, Inc. Employee Stock Ownership PlanGis Surveyors, Inc. Employee…$3MSouthern Services, Inc. Employee Stock Ownership PlanSouthern Services, Inc. Empl…$3MTechnical Air Systems, Inc. Employee Stock Ownership PlanTechnical Air Systems, Inc. …$3MGlobal Beer Network, Inc. Employee Stock Ownership PlanGlobal Beer Network, Inc. Em…$3M
End-of-year total assets ($M) among Servotronics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$301K
Employer EIN160837866
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servotronics, Inc.)

Sponsor-wide plan assets over time

All Servotronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.829618859886926% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $11.2M $10.1M ▼ -9.9%
Year Plans Participants Total Assets
2022 2 419 $11M
2023 2 485 $12M
2024 2 492 $10M

Nearby ESOP Plans in New York

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

Servotronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Servotronics, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.315231 · Participants: 219Servotronics, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Servotronics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Servotronics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Southern Services, Inc. Employee Stock Ownership Plan in TX ($3M); by covered participants it is Concrete Supply Co. Inc. Employee Stock Ownership Plan in GA (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Servotronics, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Servotronics, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.3% during 2023, from $4M to $3M. Reported net income was -$301K.
How have Servotronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servotronics, Inc.'s sponsor-wide assets declined 9.8%, from $11M to $10M.
Which ESOP plans are similar in size to Servotronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Services, Inc. Employee Stock Ownership Plan in TX ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Servotronics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Concrete Supply Co. Inc. Employee Stock Ownership Plan in GA (219 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160837866.

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.