ESOP · DOL Form 5500 · 2024

Plexon Inc. ESOP

Data updated 2026-08-25

$268K
Total assets Small plan by assets
25
Participants Small participant base
13th
Percentile by assets National rank
$10,712
Avg per participant Low balance/head
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Official DOL plan name: Plexon, Inc. Employee Stock Ownership Plan · Sponsored by Plexon Inc. · Texas · Manufacturing

$268K in assets, 25 participants

Plexon Inc.'s Plexon, Inc. Employee Stock Ownership Plan reported $268K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #845 in Manufacturing (17,777 peers)

Plexon Inc. multi-year trail

Plexon Inc.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Plexon, Inc. Employee Stock Ownership Plan at $268K / 25 participants.

#845
in Manufacturing (17,777 peers)
-3.5%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plexon, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Plexon, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$267,795 13th percentile higher than 13% 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

Plexon, 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. Plexon, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plexon, Inc. Employee Stock Ownership Plan reported net income rose from -$156K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
  • Plexon, Inc. Employee Stock Ownership Plan reported participants fell from 27 in the plan year 2023 filing to 25 in the plan year 2024 filing.
  • Plexon, Inc. Employee Stock Ownership Plan end-of-year assets fell from $278K in the plan year 2023 filing to $268K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752639035 · Plexon Inc. PY 2024 · ESOP

Plexon, Inc. Employee Stock Ownership Plan · $268K · 25 · 13th

  • NET $268K
  • NET 25
  • NET 13th
  • NET ESOP
  • NET near Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #845

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 Texas →

Plexon, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Plexon, Inc. Employee Stock Ownership PlanPlexon, Inc. Employee Stock …$268KBig Valley Aviation, Inc. Employee Stock Ownership Plan and TrustBig Valley Aviation, Inc. Em…$269KF.a.B.S. Farms, Inc. Employee Stock Ownership PlanF.a.B.S. Farms, Inc. Employe…$266KGreyhawk Employee Stock Ownership PlanGreyhawk Employee Stock Owne…$270KPce Employee Stock Ownership PlanPce Employee Stock Ownership…$270K
End-of-year total assets ($M) among Plexon, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Plexon Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Plexon Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.8880643549454% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.81M $10.1M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 56 $8M
2023 2 54 $9M
2024 2 50 $10M

Plexon Inc. filing trail (2024)

Total Assets (Beginning of Year)$278K
Net Assets (End of Year)$268K
Net Income-$10K
Employer EIN752639035
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Plexon, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Plexon, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000267795 · Participants: 25Plexon, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Plexon, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Plexon, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in CA ($269K); by covered participants it is Adr & Associates Employee Stock Ownership Plan in OH (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Plexon, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Plexon, Inc. Employee Stock Ownership Plan edged down modestly - down 3.5% during 2024, from $278K to $268K. Reported net income was -$10K.
How have Plexon Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plexon Inc.'s sponsor-wide assets grew 28.9%, from $8M to $10M.
Where does Plexon, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Plexon, Inc. Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Plexon, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in CA ($269K, 5 participants).
Which ESOP plans cover a similar participant headcount to Plexon, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adr & Associates Employee Stock Ownership Plan in OH (25 participants, $5M 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 752639035.

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.