ESOP · DOL Form 5500 · 2024

The Alloy Engineering Company ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
173
Participants Small participant base
58th
Percentile by assets National rank
$63,866
Avg per participant Low balance/head
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Official DOL plan name: The Alloy Engineering Company Employee Stock Ownership Plan · Sponsored by The Alloy Engineering Company · Ohio · Manufacturing

$11M in assets, 173 participants

The Alloy Engineering Company's The Alloy Engineering Company Employee Stock Ownership Plan reported $11M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,868 in Manufacturing (17,777 peers)

Coverage in Ohio

The Alloy Engineering Company Employee Stock Ownership Plan covers 173 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#7,868
in Manufacturing (17,777 peers)
-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.

The Alloy Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Alloy Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,048,869 Top 42% higher than 58% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Alloy Engineering Company 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. The Alloy Engineering Company Employee Stock Ownership Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Alloy Engineering Company Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The Alloy Engineering Company Employee Stock Ownership Plan reported participants rose from 147 in the plan year 2023 filing to 173 in the plan year 2024 filing.
  • The Alloy Engineering Company Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340759537 · The Alloy Engineering Company PY 2024 · ESOP

The Alloy Engineering Company Employee Stock Ownership Plan · $11M · 173 · 58th

  • BOOK $11M
  • VS-ST 173
  • BOY 58th
  • SCH ESOP
  • EBSA near R. C. Fischer & Co. Employee Stock Ownership Plan
  • PART ind #7868

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 →

The Alloy Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Ar Family Holdings, LLC Employee Stock Ownership PlanAr Family Holdings, LLC Empl…$11MA M King Construction Company ESOPA M King Construction Compan…$11MThe Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$11MR. C. Fischer & Co. Employee Stock Ownership PlanR. C. Fischer & Co. Employee…$11MGlenn Burdette, Inc. Employee Stock Ownership PlanGlenn Burdette, Inc. Employe…$11M
End-of-year total assets ($M) among The Alloy Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN340759537
Plan Effective Date1974-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Alloy Engineering Company)

Sponsor-wide plan assets over time

All The Alloy Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.965104335676337% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.69M $11.1M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 59 $10M
2023 1 147 $13M
2024 1 173 $11M

Nearby ESOP Plans in Ohio

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

The Alloy Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Alloy Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.011048869 · Participants: 173The Alloy Engineering Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Alloy Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

The Alloy Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is R. C. Fischer & Co. Employee Stock Ownership Plan in CA ($11M); by covered participants it is Thompson Solutions Group Employee Stock Ownership Plan in IA (173 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Alloy Engineering Company Employee Stock Ownership Plan assets move in 2024?
The Alloy Engineering Company Employee Stock Ownership Plan pulled back noticeably - down 12.7% during 2024, from $13M to $11M. Reported net income was -$2M.
How have The Alloy Engineering Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Alloy Engineering Company's sponsor-wide assets grew 14.0%, from $10M to $11M.
Which ESOP plans are similar in size to The Alloy Engineering Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is R. C. Fischer & Co. Employee Stock Ownership Plan in CA ($11M, 24 participants).
Which ESOP plans cover a similar participant headcount to The Alloy Engineering Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Thompson Solutions Group Employee Stock Ownership Plan in IA (173 participants, $12M in assets).