ESOP · DOL Form 5500 · 2024

Ferguson Electric, Inc. ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
72
Participants Small participant base
84th
Percentile by assets National rank
$680,088
Avg per participant High balance/head
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Official DOL plan name: Ferguson Electric Employee Stock Ownership Plan · Sponsored by Ferguson Electric, Inc. · New York · Construction

$49M in assets, 72 participants

Ferguson Electric, Inc.'s Ferguson Electric Employee Stock Ownership Plan reported $49M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,427 in Construction (9,039 peers)

Where Ferguson Electric Employee Stock Ownership Plan sits by assets

Ferguson Electric Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $49M for 72 participants (~$680,088/participant), down 4.4% in 2024.

#7,427
in Construction (9,039 peers)
-4.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

Ferguson Electric Employee Stock Ownership Plan's outsized position by total assets

Ferguson Electric Employee Stock Ownership Plan vs every filed plan by assets

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

$48,966,364 Top 16% higher than 84% 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

Ferguson Electric 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. Ferguson Electric Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ferguson Electric Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $518K in the plan year 2024 filing.
  • Ferguson Electric Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Ferguson Electric Employee Stock Ownership Plan end-of-year assets fell from $51M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160430730 · Ferguson Electric, Inc. PY 2024 · ESOP

Ferguson Electric Employee Stock Ownership Plan · $49M · 72 · 84th

  • VS-ST $49M
  • VS-ST 72
  • VS-ST 84th
  • VS-ST ESOP
  • VS-ST near The Ame Group Employee Stock Ownership Plan
  • VS-ST ind #7427

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 →

Ferguson Electric Employee Stock Ownership Plan in the asset neighbourhood

Ppic Employee Stock Ownership PlanPpic Employee Stock Ownershi…$49MFerguson Electric Employee Stock Ownership PlanFerguson Electric Employee S…$49MThe Ame Group Employee Stock Ownership PlanThe Ame Group Employee Stock…$49MVermeer Great Plains Employee Stock Ownership Plan and TrustVermeer Great Plains Employe…$49MMindworks Innovations, Inc. Employee Stock Ownership PlanMindworks Innovations, Inc. …$49M
End-of-year total assets ($M) among Ferguson Electric 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)$51M
Net Assets (End of Year)$49M
Net Income$518K
Employer EIN160430730
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferguson Electric, Inc.)

Sponsor-wide plan assets over time

All Ferguson Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 9.574722180620592% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $54.2M $49M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 68 $54M
2023 1 64 $51M
2024 1 72 $49M

Nearby ESOP Plans in New York

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

Ferguson Electric Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Ferguson Electric Employee Stock Ownership Plan, Total assets ($M): 48.966364 · Participants: 72Ferguson Electric Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Ferguson Electric Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ferguson Electric Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is The Ame Group Employee Stock Ownership Plan in IN ($49M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Ferguson Electric Employee Stock Ownership Plan assets move in 2024? ▼
Ferguson Electric Employee Stock Ownership Plan edged down modestly - down 4.4% during 2024, from $51M to $49M. Reported net income was $518K.
How have Ferguson Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferguson Electric, Inc.'s sponsor-wide assets declined 9.6%, from $54M to $49M.
Where does Ferguson Electric Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferguson Electric Employee Stock Ownership Plan ranks in the 84th 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 Ferguson Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Ame Group Employee Stock Ownership Plan in IN ($49M, 158 participants).
Which ESOP plans cover a similar participant headcount to Ferguson Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M 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 160430730.

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.