ESOP · DOL Form 5500 · 2024

Coiltron, Inc. ESOP

Data updated 2026-08-25

$149K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$37,358
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coiltron, Inc. Employee Stock Ownership Plan · Sponsored by Coiltron, Inc. · Oregon · Manufacturing

$149K in assets, 4 participants

Coiltron, Inc.'s Coiltron, Inc. Employee Stock Ownership Plan reported $149K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #547 in Manufacturing (17,777 peers)

Coiltron, Inc. multi-year trail

Coiltron, Inc.'s plans moved -13.1% in assets from 2022 to 2024; this filing shows Coiltron, Inc. Employee Stock Ownership Plan at $149K / 4 participants.

#547
in Manufacturing (17,777 peers)
-9.8%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coiltron, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$149,431 8th percentile higher than 8% 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

Coiltron, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coiltron, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coiltron, Inc. Employee Stock Ownership Plan reported net income fell from -$6K in the plan year 2023 filing to -$16K in the plan year 2024 filing.
  • Coiltron, Inc. Employee Stock Ownership Plan end-of-year assets fell from $166K in the plan year 2023 filing to $149K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930714113 · Coiltron, Inc. PY 2024 · ESOP

Coiltron, Inc. Employee Stock Ownership Plan · $149K · 4 · 8th

  • TYPE $149K
  • TYPE 4
  • TYPE 8th
  • TYPE ESOP
  • TYPE near Mba Consulting Group Employee Stock Ownership Plan
  • TYPE ind #547

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 Oregon →

Coiltron, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Coiltron, Inc. Employee Stock Ownership PlanCoiltron, Inc. Employee Stoc…$149KMba Consulting Group Employee Stock Ownership PlanMba Consulting Group Employe…$149KGalfab Holdings Inc. Employee Stock Ownership PlanGalfab Holdings Inc. Employe…$150KVan Wijk Management Employee Stock Ownership PlanVan Wijk Management Employee…$150KThe Brewing-Science Institute, Inc. Employee Stock Ownership PlanThe Brewing-Science Institut…$150K
End-of-year total assets ($M) among Coiltron, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Coiltron, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coiltron, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$149K 13.071477187450917% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.17M $0.15M ▼ -11.8%
Year Plans Participants Total Assets
2022 1 4 $172K
2023 1 4 $166K
2024 1 4 $149K

Coiltron, Inc. filing trail (2024)

Total Assets (Beginning of Year)$166K
Net Assets (End of Year)$149K
Net Income-$16K
Employer EIN930714113
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Coiltron, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Coiltron, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.149431 · Participants: 4Coiltron, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Coiltron, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Coiltron, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Mba Consulting Group Employee Stock Ownership Plan in DC ($149K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Coiltron, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Coiltron, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2024, from $166K to $149K. Reported net income was -$16K.
How have Coiltron, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coiltron, Inc.'s sponsor-wide assets declined 13.1%, from $172K to $149K.
Where does Coiltron, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Coiltron, Inc. Employee Stock Ownership Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Coiltron, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mba Consulting Group Employee Stock Ownership Plan in DC ($149K, 31 participants).
Which ESOP plans cover a similar participant headcount to Coiltron, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants, $426K 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 930714113.

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.