ESOP · DOL Form 5500 · 2024
Forjak Industrial Holdings, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $37,358
- Avg per participant Low balance/head
Official DOL plan name: Forjak Employee Stock Ownership Plan · Sponsored by Forjak Industrial Holdings, Inc. · Ohio · Construction
$2M in assets, 53 participants
Forjak Industrial Holdings, Inc.'s Forjak Employee Stock Ownership Plan reported $2M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,507 in Construction (9,039 peers)
2024 asset change
Forjak Employee Stock Ownership Plan contracted severely 34.6% in 2024 ($3M → $2M) for 53 participants.
- #2,507
- in Construction (9,039 peers)
- -34.6%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forjak Employee Stock Ownership Plan among the smaller filed plans by assets
Forjak Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,980,000 29th percentile higher than 29% 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
Forjak 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. Forjak Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 931911347 · Forjak Industrial Holdings, Inc. PY 2024 · ESOP
Forjak Employee Stock Ownership Plan · $2M · 53 · 29th
- EIN $2M
- RANK 53
- PHOTO 29th
- IND ESOP
- EOY near Talley Management Group Employee Stock Ownership Plan
- 5500 ind #2507
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 →
Forjak Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$20M |
| Net Income | -$143K |
| Employer EIN | 931911347 |
| Plan Effective Date | 2022-01-01 |
| 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
Forjak Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Talley Management Group Employee Stock Ownership Plan in NJ ($2M); by covered participants it is Crawford Investment Counsel, Inc. Employee Stock Ownership Plan in GA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 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.