ESOP · DOL Form 5500 · 2023

Seneca Medical Holdings, Inc. ESOP

Data updated 2026-08-11

$36M
Total assets: 238
Participants: 82nd
Percentile by assets: $151,041
Avg per participant

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.

82nd percentile by assets (of 127,072 plans)
#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.

$36M
total plan assets (2023 EOY): 238
covered participants: 82nd
percentile by assets (of 127,072 plans): $151,041
avg assets per participant

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.

Where Seneca Medical Employee Stock Ownership Plan and Trust sits 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 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.

See the national 2022→2023 release diff →

State

Ohio

Industry

Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Seneca Medical Employee Stock Ownership Plan and Trust reports 238 participants - about 31% of that state average ($36M EOY assets).

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.)

Total plan assets by year, all Seneca Medical Holdings, Inc. plans on file

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.

Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

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

Compare Seneca Medical Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Seneca Medical Employee Stock Ownership Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Seneca Medical Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Seneca Medical Employee Stock Ownership Plan and Trust pulled back noticeably - down 8.6% during 2023, from $39M to $36M. Reported net income was -$3M.

How have Seneca Medical Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Seneca Medical Holdings, Inc.'s sponsor-wide assets declined 39.8%, from $39M to $24M.

Where does Seneca Medical Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Seneca Medical Employee Stock Ownership Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Seneca Medical Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Staab Construction Corporation Employee Stock Ownership Plan in WI ($36M, 114 participants).

Next read for Seneca Medical Employee Stock Ownership …

Filing takeaways

Ways to act on Seneca Medical Employee Stock Ownership Plan and Trust's numbers.

By total assets, Seneca Medical Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Seneca Medical Holdings, Inc.'s sponsor-wide assets have declined 39.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 810816640.