ESOP · DOL Form 5500 · 2024

Scott Engineering, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
76
Participants Small participant base
62nd
Percentile by assets National rank
$178,616
Avg per participant Above avg balance/head
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Official DOL plan name: Scott Engineering Inc. Employee Stock Ownership Plan · Sponsored by Scott Engineering, Inc. · California · Manufacturing

$14M in assets, 76 participants

Scott Engineering, Inc.'s Scott Engineering Inc. Employee Stock Ownership Plan reported $14M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,822 in Manufacturing (17,777 peers)

Scott Engineering, Inc. multi-year trail

Scott Engineering, Inc.'s plans moved +410.6% in assets from 2022 to 2024; this filing shows Scott Engineering Inc. Employee Stock Ownership Plan at $14M / 76 participants.

#8,822
in Manufacturing (17,777 peers)
+66.9%
assets growth YoY

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

Scott Engineering Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,574,826 Top 38% higher than 62% 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

Scott Engineering Inc. 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. Scott Engineering Inc. Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scott Engineering Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Scott Engineering Inc. Employee Stock Ownership Plan reported participants rose from 72 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952548660 · Scott Engineering, Inc. PY 2024 · ESOP

Scott Engineering Inc. Employee Stock Ownership Plan · $14M · 76 · 62nd

  • SCH $14M
  • SCH 76
  • SCH 62nd
  • SCH ESOP
  • SCH near Employee Owned Manufacturing Employee Stock Ownership Plan
  • SCH ind #8822

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 California →

Scott Engineering Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$14MEmployee Owned Manufacturing Employee Stock Ownership PlanEmployee Owned Manufacturing…$14MScott Engineering Inc. Employee Stock Ownership PlanScott Engineering Inc. Emplo…$14MRed River Refrigeration Employee Stock Ownership PlanRed River Refrigeration Empl…$14MDaco Precision-Tool Employee Stock Ownership PlanDaco Precision-Tool Employee…$14M
End-of-year total assets ($M) among Scott Engineering Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scott Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scott Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 410.611489075031% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.66M $13.6M ▲ +410.2%
Year Plans Participants Total Assets
2022 1 64 $3M
2023 1 72 $8M
2024 1 76 $14M

Scott Engineering, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN952548660
Plan Effective Date2000-08-11
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Scott Engineering Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Scott Engineering Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013574826 · Participants: 76Scott Engineering Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Scott Engineering Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Scott Engineering Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Employee Owned Manufacturing Employee Stock Ownership Plan in ($14M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Scott Engineering Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Scott Engineering Inc. Employee Stock Ownership Plan surged - up 66.9% during 2024, from $8M to $14M. Reported net income was $5M.
How have Scott Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott Engineering, Inc.'s sponsor-wide assets grew 410.6%, from $3M to $14M.
Which ESOP plans are similar in size to Scott Engineering Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Owned Manufacturing Employee Stock Ownership Plan in ($14M, 119 participants).
Which ESOP plans cover a similar participant headcount to Scott Engineering Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M 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 952548660.

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.