ESOP · DOL Form 5500 · 2024
Schweitzer Engineering Laboratories, Inc. ESOP
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 4,281
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $738,826
- Avg per participant High balance/head
Official DOL plan name: Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan · Sponsored by Schweitzer Engineering Laboratories, Inc. · Washington · Manufacturing
$3.2B in assets, 4,281 participants
Schweitzer Engineering Laboratories, Inc.'s Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan reported $3.2B in total assets and 4,281 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,609 in Manufacturing (17,777 peers)
Coverage in Washington
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan covers 4,281 participants in Washington, 2.9x the typical Washington plan (state average ~1,476 per filing). Assets: $3.2B.
- #17,609
- in Manufacturing (17,777 peers)
- +6.6%
- assets growth YoY
- 32×
- vs typical plan assets (national mean)
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan's outsized position by total assets
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,162,915,985 Highest reported value at or above every one 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
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan lands in the large band (4,281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan reported net income fell from $1.2B in the plan year 2023 filing to $220M in the plan year 2024 filing.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan reported participants rose from 3,694 in the plan year 2023 filing to 4,281 in the plan year 2024 filing.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3.0B in the plan year 2023 filing to $3.2B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911196408 · Schweitzer Engineering Laboratories, Inc. PY 2024 · ESOP
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan · $3.2B · 4,281 · 100th
- PART $3.2B
- PART 4,281
- PART 100th
- PART ESOP
- PART near Houchens Industries, Inc. Employee Stock Ownership Plan
- PART ind #17609
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 Washington →
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $3.0B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $220M |
| Employer EIN | 911196408 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schweitzer Engineering Laboratories, Inc.)
Sponsor-wide plan assets over time
All Schweitzer Engineering Laboratories, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.7B 75.49613934759415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,088 | $2.1B |
| 2023 | 2 | 7,818 | $3.4B |
| 2024 | 2 | 8,697 | $3.7B |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triple B Corporation Employee Stock Ownership Plan $308M · 1,238
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $207M · 291
- Parametrix, Inc. Employee Stock Ownership Plan $159M · 737
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $97M · 184
- W. Lease Lewis Company Employee Stock Ownership Plan and Trust $95M · 401
Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Houchens Industries, Inc. Employee Stock Ownership Plan in KY ($2.6B); by covered participants it is The Bank of America Transferred Savings Account Plan in RI (4,298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- Houchens Industries, Inc. Employee Stock Ownership Plan (KY) $2.6B · 7,785
- Amsted Industries Incorporated Employees' Stock Ownership Plan (IL) $3.7B · 4,909
- Schreiber Foods, Inc Employee Stock Ownership Plan (WI) $3.8B · 6,519
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $2.4B · 8,976
Similar participant headcount
Nearest other-state filings by covered participants (4,281 participants); asset peers above are excluded.
- The Bank of America Transferred Savings Account Plan (RI) 4,298 · 17 off
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan (OH) 4,264 · 17 off
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust (MN) 4,375 · 94 off
- Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees (MD) 4,157 · 124 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.