ESOP · DOL Form 5500 · 2024
Shaffer Distributing Co. ESOP
Data updated 2026-08-25
- $850K
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $7,328
- Avg per participant Low balance/head
Official DOL plan name: Shaffer Distributing Co. Employee Stock Ownership Plan · Sponsored by Shaffer Distributing Co. · Ohio · Retail Trade
$850K in assets, 116 participants
Shaffer Distributing Co.'s Shaffer Distributing Co. Employee Stock Ownership Plan reported $850K in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,724 in Retail Trade (8,048 peers)
Coverage in Ohio
Shaffer Distributing Co. Employee Stock Ownership Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $850K.
- #2,724
- in Retail Trade (8,048 peers)
- -51.8%
- assets change YoY
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shaffer Distributing Co. Employee Stock Ownership Plan among the smaller filed plans by assets
Shaffer Distributing Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$850,000 22nd percentile higher than 22% 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
Shaffer Distributing Co. 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. Shaffer Distributing Co. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).
Published 5500 schedule card
Filing strip 314304446 · Shaffer Distributing Co. PY 2024 · ESOP
Shaffer Distributing Co. Employee Stock Ownership Plan · $850K · 116 · 22nd
- SCH $850K
- EBSA 116
- PART 22nd
- TYPE ESOP
- NET near Lie-Nielsen Toolworks Employee Stock Ownership Plan
- BOOK ind #2724
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 Ohio →
Shaffer Distributing Co. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$38M |
| Net Income | -$40M |
| Employer EIN | 314304446 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Shaffer Distributing Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Lie-Nielsen Toolworks Employee Stock Ownership Plan in ME ($855K); by covered participants it is Siteworks Holding Co., Inc. Employee Stock Ownership Plan in AZ (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($850K here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.