ESOP · DOL Form 5500 · 2024

Scot Forge Company ESOP

Data updated 2026-07-24

$1.4B
Total assets: 491
Participants: 99th
Percentile by assets: $2.9M
Avg per participant

Official DOL plan name: Scot Forge Company Employee Stock Ownership Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$1.4B in assets, 491 participants

Scot Forge Company's Scot Forge Company Employee Stock Ownership Plan reported $1.4B in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Where Scot Forge Company Employee Stock Ownership Plan sits by assets

Scot Forge Company Employee Stock Ownership Plan sits among the largest 1% of all filed plans, $1.4B for 491 participants (~$2.9M/participant), up 19.6% in 2024.

$1.4B
total plan assets (2024 EOY): 491
covered participants: 99th
percentile by assets (of 116,472 plans): $2.9M
avg assets per participant

Scot Forge Company Employee Stock Ownership Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
Scot Forge Company Employee Stock Ownership Plan reported net income fell from $223M in the plan year 2023 filing to $218M in the plan year 2024 filing.
Scot Forge Company Employee Stock Ownership Plan reported participants rose from 486 in the plan year 2023 filing to 491 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Manufacturing

Scot Forge Company Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Scot Forge Company Employee Stock Ownership Plan outranks 99% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 14x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$1.2B
Net Assets (End of Year)	$1.3B
Net Income	$218M
Employer EIN	362911912
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Total plan assets by year, all Scot Forge Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,046	$1.0B
2023	2	930	$1.2B
2024	2	943	$1.5B

Nearby ESOP Plans in Illinois

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

Scot Forge Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Rli Corp. Employee Stock Ownership Plan $404M · 1,001
Imeg Corp. Employee Stock Ownership Plan $318M · 2,225

Compare Scot Forge Company Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Scot Forge Company Employee Stock Ownership Plan by total assets, not by location.

Nvr, Inc. Employee Stock Ownership Plan (VA) $1.3B · 6,515
Border States Industries, Inc. Employee Stock Ownership Plan (ND) $1.3B · 3,256
Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) $1.5B · 1,998
Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.6B · 1,780

Frequently Asked Questions

How did Scot Forge Company Employee Stock Ownership Plan assets move in 2024? ▼

Scot Forge Company Employee Stock Ownership Plan grew sharply - up 19.6% during 2024, from $1.2B to $1.4B. Reported net income was $218M.

How have Scot Forge Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.

Where does Scot Forge Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Scot Forge Company Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which ESOP plans are similar in size to Scot Forge Company Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Nvr, Inc. Employee Stock Ownership Plan in VA ($1.3B, 6,515 participants).

Next read for Scot Forge Company Employee Stock Owners…

Scale reading

Ways to act on Scot Forge Company Employee Stock Ownership Plan's numbers.

By total assets, Scot Forge Company Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
Scot Forge Company's sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 362911912.

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.