ESOP · DOL Form 5500 · 2024

American Electric Supply, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
58th
Percentile by assets National rank
$136,073
Avg per participant Near avg balance/head
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Official DOL plan name: American Electric Supply, Inc. Employee Stock Ownership Plan · Sponsored by American Electric Supply, Inc. · California · Wholesale Trade

$11M in assets, 81 participants

American Electric Supply, Inc.'s American Electric Supply, Inc. Employee Stock Ownership Plan reported $11M in total assets and 81 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.

  • #3,011 in Wholesale Trade (6,080 peers)

2024 asset change

American Electric Supply, Inc. Employee Stock Ownership Plan grew at a solid clip 8.2% in 2024 ($10M → $11M) for 81 participants.

#3,011
in Wholesale Trade (6,080 peers)
+8.2%
assets growth YoY

American Electric Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

American Electric Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,021,945 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

American Electric Supply, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Electric Supply, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Electric Supply, Inc. Employee Stock Ownership Plan reported net income rose from -$687K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • American Electric Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • American Electric Supply, Inc. Employee Stock Ownership Plan reported participants rose from 79 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330058413 · American Electric Supply, Inc. PY 2024 · ESOP

American Electric Supply, Inc. Employee Stock Ownership Plan · $11M · 81 · 58th

  • PHOTO $11M
  • PHOTO 81
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near Environmental Business Specialists Employee Stock Ownership Plan
  • PHOTO ind #3011

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 California →

American Electric Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Alloy Engineering Company Employee Stock Ownership PlanThe Alloy Engineering Compan…$11MEnvironmental Business Specialists Employee Stock Ownership PlanEnvironmental Business Speci…$11MFahs Construction Group, Inc. Employee Stock Ownership PlanFahs Construction Group, Inc…$11MAmerican Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$11MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$11M
End-of-year total assets ($M) among American Electric Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

American Electric Supply, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All American Electric Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.1074535483249828% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $11.3M $11M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 82 $11M
2023 1 79 $10M
2024 1 81 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN330058413
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants American Electric Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011021945 · Participants: 81American Electric Supply, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
American Electric Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Electric Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

American Electric Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Environmental Business Specialists Employee Stock Ownership Plan in LA ($11M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 American Electric Supply, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
American Electric Supply, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2024, from $10M to $11M. Reported net income was $1M.
How have American Electric Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Electric Supply, Inc.'s sponsor-wide assets declined 2.1%, from $11M to $11M.
Which ESOP plans are similar in size to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Environmental Business Specialists Employee Stock Ownership Plan in LA ($11M, 28 participants).
Which ESOP plans cover a similar participant headcount to American Electric Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants, $8M 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 330058413.

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.