ESOP · DOL Form 5500 · 2024
Ogden Forklifts, Inc. ESOP
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 121
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $293,558
- Avg per participant High balance/head
Official DOL plan name: Ogden Forklifts, Inc. Employee Stock Ownership Plan · Sponsored by Ogden Forklifts, Inc. · Georgia · Manufacturing
$36M in assets, 121 participants
Ogden Forklifts, Inc.'s Ogden Forklifts, Inc. Employee Stock Ownership Plan reported $36M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,785 in Manufacturing (17,777 peers)
Coverage in Georgia
Ogden Forklifts, Inc. Employee Stock Ownership Plan covers 121 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $36M.
- #12,785
- in Manufacturing (17,777 peers)
- -26.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ogden Forklifts, Inc. Employee Stock Ownership Plan's outsized position by total assets
Ogden Forklifts, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,520,500 Top 20% higher than 80% 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
Ogden Forklifts, Inc. 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. Ogden Forklifts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ogden Forklifts, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Ogden Forklifts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $48M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Ogden Forklifts, Inc. Employee Stock Ownership Plan reported participants rose from 112 in the plan year 2023 filing to 121 in the plan year 2024 filing.
DOL schedule card
Filing strip 464423610 · Ogden Forklifts, Inc. PY 2024 · ESOP
Ogden Forklifts, Inc. Employee Stock Ownership Plan · $36M · 121 · 80th
- BOY $36M
- SCH 121
- EBSA 80th
- PART ESOP
- TYPE near Integrated Technologies Group, Inc. Employee Stock Ownership Plan
- NET ind #12785
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 Georgia →
Ogden Forklifts, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$12M |
| Employer EIN | 464423610 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ogden Forklifts, Inc.)
Sponsor-wide plan assets over time
All Ogden Forklifts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 11.717322447940797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $40M |
| 2023 | 1 | 112 | $48M |
| 2024 | 1 | 121 | $36M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Ogden Forklifts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Integrated Technologies Group, Inc. Employee Stock Ownership Plan in CA ($36M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 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.