ESOP · DOL Form 5500 · 2024
Superior Electric Great Lakes Company ESOP
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 134
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Superior Electric Great Lakes Company Employee Stock Ownership Plan · Sponsored by Superior Electric Great Lakes Company · Michigan · Construction
$168M in assets, 134 participants
Superior Electric Great Lakes Company's Superior Electric Great Lakes Company Employee Stock Ownership Plan reported $168M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,341 in Construction (9,039 peers)
Coverage in Michigan
Superior Electric Great Lakes Company Employee Stock Ownership Plan covers 134 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $168M.
- #8,341
- in Construction (9,039 peers)
- +44.7%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Superior Electric Great Lakes Company Employee Stock Ownership Plan's outsized position by total assets
Superior Electric Great Lakes Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,801,859 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Superior Electric Great Lakes Company Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Superior Electric Great Lakes Company Employee Stock Ownership Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Superior Electric Great Lakes Company Employee Stock Ownership Plan reported net income rose from $15M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Superior Electric Great Lakes Company Employee Stock Ownership Plan end-of-year assets rose from $116M in the plan year 2023 filing to $168M in the plan year 2024 filing.
- Superior Electric Great Lakes Company Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2023 filing to 134 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311330769 · Superior Electric Great Lakes Company PY 2024 · ESOP
Superior Electric Great Lakes Company Employee Stock Ownership Plan · $168M · 134 · 93rd
- TYPE $168M
- NET 134
- BOOK 93rd
- VS-ST ESOP
- BOY near Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan
- SCH ind #8341
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 Michigan →
Superior Electric Great Lakes Company Employee Stock Ownership Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $52M |
| Employer EIN | 311330769 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Superior Electric Great Lakes Company)
Sponsor-wide plan assets over time
All Superior Electric Great Lakes Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 65.69180823253399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 209 | $119M |
| 2023 | 2 | 252 | $140M |
| 2024 | 2 | 294 | $198M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Superior Electric Great Lakes Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan in KY ($167M); by covered participants it is Probity, Inc. Employee Stock Ownership Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan (KY) $167M · 1,107
- National Health Corp Leveraged Employee Stock Ownership Plan (TN) $168M · 1,385
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) $169M · 1,300
- Technology Service Corporation Employee Stock Ownership Plan (VA) $170M · 608
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Probity, Inc. Employee Stock Ownership Plan (VA) 134 · 0 off
- Rayser Holdings, Inc. Employee Stock Ownership Plan (IA) 134 · 0 off
- Ablenet, Inc. Employee Stock Ownership Plan (MN) 134 · 0 off
- American Asphalt Employee Stock Ownership Plan (CA) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.