ESOP · DOL Form 5500 · 2023
Seneca Medical Holdings, Inc. ESOP
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 238
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $151,041
- Avg per participant Above avg balance/head
Official DOL plan name: Seneca Medical Employee Stock Ownership Plan and Trust · Sponsored by Seneca Medical Holdings, Inc. · Ohio · Wholesale Trade
$36M in assets, 238 participants
Seneca Medical Holdings, Inc.'s Seneca Medical Employee Stock Ownership Plan and Trust reported $36M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #5,158 in Wholesale Trade (6,309 peers)
Coverage in Ohio
Seneca Medical Employee Stock Ownership Plan and Trust covers 238 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $36M.
- #5,158
- in Wholesale Trade (6,309 peers)
- -8.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Seneca Medical Employee Stock Ownership Plan and Trust's outsized position by total assets
Seneca Medical Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,947,770 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Seneca Medical Employee Stock Ownership Plan and Trust 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. Seneca Medical Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Seneca Medical Employee Stock Ownership Plan and Trust reported net income fell from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Seneca Medical Employee Stock Ownership Plan and Trust reported participants fell from 281 in the plan year 2022 filing to 238 in the plan year 2023 filing.
- Seneca Medical Employee Stock Ownership Plan and Trust end-of-year assets fell from $39M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810816640 · Seneca Medical Holdings, Inc. PY 2023 · ESOP
Seneca Medical Employee Stock Ownership Plan and Trust · $36M · 238 · 82nd
- RANK $36M
- RANK 238
- RANK 82nd
- RANK ESOP
- RANK near Staab Construction Corporation Employee Stock Ownership Plan
- RANK ind #5158
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 →
Seneca Medical Employee Stock Ownership Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$3M |
| Employer EIN | 810816640 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seneca Medical Holdings, Inc.)
Sponsor-wide plan assets over time
All Seneca Medical Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 39.76489440756689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $39M |
| 2023 | 1 | 238 | $36M |
| 2024 | 1 | 194 | $24M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Seneca Medical Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Staab Construction Corporation Employee Stock Ownership Plan in WI ($36M); by covered participants it is Bb&e, Inc. Employee Stock Ownership Plan in MI (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Staab Construction Corporation Employee Stock Ownership Plan (WI) $36M · 114
- Reliable Community Bancshares, Inc. Employee Stock Ownership Plan (MO) $36M · 480
- Embroidery Library, Inc Employee Stock Ownership Plan and Trust (MN) $36M · 30
- Madison Investment Employee Stock Ownership Plan (WI) $36M · 76
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Bb&e, Inc. Employee Stock Ownership Plan (MI) 238 · 0 off
- Vulcan, Inc. Employee Stock Ownership Plan (AL) 238 · 0 off
- Fellowes, Inc. Employee Stock Ownership Plan (IL) 239 · 1 off
- Modern Group Ltd Employee Stock Ownership Plan (PA) 237 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.