OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OGDEN FORKLIFTS, INC.

This Other plan holds $36M in total assets and serves 121 participants as of 2024. It is sponsored by OGDEN FORKLIFTS, INC. in Georgia. The plan reported a net loss of $12M for the year.

Total Assets (2023)

$36M

Participants

121

State

Georgia

Industry

Manufacturing

What the Filing Says About OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by OGDEN FORKLIFTS, INC., headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 121 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 464423610, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $48M at the beginning of 2024 to $36M at year-end — a decline of 26.0%. Net assets (after liabilities) closed the year at $32M, with reported net income of $-12,318,000 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$48M
Total Assets (End of Year)	$36M
Net Assets (End of Year)	$32M
Net Income	$-12,318,000
Plan Type	Other
Employer EIN	464423610
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (OGDEN FORKLIFTS, INC.)

Year	Plans	Participants	Total Assets
2022	1	97	N/A
2023	1	112	N/A
2024	1	121	$36M

Nearby Other Plans in Georgia

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

NORTHWEST AIRLINES PENSION PLAN FOR CONTRACT EMPLOYEES $3.8B · 6,817
GEORGIA-PACIFIC LLC HOURLY PENSION PLAN $3.4B · 7,873
LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN $2.1B · 6,026
UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN $1.8B · 4,960
WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN A $1.4B · 3,333

Compare OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWN… side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Georgia. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

As of the 2024 Form 5500 filing, OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $36M in total assets with 121 participants. It is sponsored by OGDEN FORKLIFTS, INC..

What type of plan is OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 464423610.

Who sponsors the OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by OGDEN FORKLIFTS, INC., located in Georgia. The sponsor's EIN is 464423610 and the plan operates in the Manufacturing industry.

How did OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024? ▼

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN declined by 26.0% during 2024, moving from $48M to $36M in total assets. Net income was $-12,318,000.

Where can I find official filings for OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

Official Form 5500 filings for OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464423610 or plan name at efast.dol.gov.

How does OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼

You can compare OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.