The Alloy Engineering Company Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The Alloy Engineering Company · Ohio · Manufacturing
What the 2023 filing shows
The Alloy Engineering Company Employee Stock Ownership Plan holds $11M for 173 participants — about $63,866 per participant, down 12.7% over the 2024 plan year.
- $11M
- total plan assets (2024 EOY)
- 173
- covered participants
- $63,866
- avg assets per participant
- -12.7%
- assets change YoY
The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About The Alloy Engineering Company Employee Stock Ownership Plan
The Alloy Engineering Company Employee Stock Ownership Plan is a Profit Sharing retirement plan sponsored by The Alloy Engineering Company, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 173 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 340759537, and the plan has been effective since 1974-10-30. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $13M at the beginning of 2024 to $11M at year-end — a decline of 12.7%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-1,604,357 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) | $13M |
| Total Assets (End of Year) | $11M |
| Net Assets (End of Year) | $11M |
| Net Income | $-1,604,357 |
| Plan Type | Profit Sharing |
| Employer EIN | 340759537 |
| Plan Effective Date | 1974-10-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alloy Engineering Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $10M |
| 2023 | 1 | 147 | $13M |
| 2024 | 1 | 173 | $11M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Nationwide Savings Plan $7.6B · 24,715
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- The Procter & Gamble Savings Plan $5.1B · 28,627
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Related Data
Guides
Frequently Asked Questions
How much money is in the The Alloy Engineering Company Employee Stock Ownership Plan? ▼
What type of plan is The Alloy Engineering Company Employee Stock Ownership Plan? ▼
Who sponsors the The Alloy Engineering Company Employee Stock Ownership Plan? ▼
How did The Alloy Engineering Company Employee Stock Ownership Plan perform in 2024? ▼
Where can I find official filings for The Alloy Engineering Company Employee Stock Ownership Plan? ▼
How does The Alloy Engineering Company Employee Stock Ownership Plan compare to other plans? ▼
Explore PlainRetire
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 340759537.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.