ESOP · DOL Form 5500 · 2024

Fritz Industries, Inc. ESOP

Data updated 2026-08-25

$112M
Total assets Near avg plan size
148
Participants Small participant base
91st
Percentile by assets National rank
$754,414
Avg per participant High balance/head
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Official DOL plan name: Fritz Industries, Inc. Employee Stock Ownership Plan · Sponsored by Fritz Industries, Inc. · Texas · Manufacturing

$112M in assets, 148 participants

Fritz Industries, Inc.'s Fritz Industries, Inc. Employee Stock Ownership Plan reported $112M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,455 in Manufacturing (17,777 peers)

Coverage in Texas

Fritz Industries, Inc. Employee Stock Ownership Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $112M.

#15,455
in Manufacturing (17,777 peers)
+47.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Fritz Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Fritz Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$111,653,277 Top 9% higher than 91% 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

Fritz Industries, 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. Fritz Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fritz Industries, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Fritz Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2023 filing to $112M in the plan year 2024 filing.
  • Fritz Industries, Inc. Employee Stock Ownership Plan reported participants fell from 161 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751083407 · Fritz Industries, Inc. PY 2024 · ESOP

Fritz Industries, Inc. Employee Stock Ownership Plan · $112M · 148 · 91st

  • PCT $112M
  • EIN 148
  • RANK 91st
  • PHOTO ESOP
  • IND near Cannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #15455

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 Texas →

Fritz Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and TrustTradehome Shoe Stores, Inc. …$112MHenderson Companies Employee Stock Ownership PlanHenderson Companies Employee…$112MFritz Industries, Inc. Employee Stock Ownership PlanFritz Industries, Inc. Emplo…$112MCannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and TrustCannon & Wendt Electric Co.,…$112MGreatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$111M
End-of-year total assets ($M) among Fritz Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$90M
Net Income$38M
Employer EIN751083407
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fritz Industries, Inc.)

Sponsor-wide plan assets over time

All Fritz Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$135M 53.536543073717745% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.1M $135M ▲ +53.5%
Year Plans Participants Total Assets
2022 2 328 $88M
2023 2 324 $97M
2024 2 295 $135M

Nearby ESOP Plans in Texas

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

Fritz Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Fritz Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.111653277 · Participants: 148Fritz Industries, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Fritz Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Fritz Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fritz Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Cannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and Trust in AZ ($112M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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.

Frequently Asked Questions

How did Fritz Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fritz Industries, Inc. Employee Stock Ownership Plan surged - up 47.8% during 2024, from $76M to $112M. Reported net income was $38M.
How have Fritz Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fritz Industries, Inc.'s sponsor-wide assets grew 53.5%, from $88M to $135M.
Where does Fritz Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fritz Industries, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Fritz Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cannon & Wendt Electric Co., Inc. Employee Stock Ownership Plan and Trust in AZ ($112M, 499 participants).
Which ESOP plans cover a similar participant headcount to Fritz Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants, $33M in assets).

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 751083407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.