ESOP · DOL Form 5500 · 2024

Employee Owned Manufacturing ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
119
Participants Small participant base
62nd
Percentile by assets National rank
$114,147
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Owned Manufacturing Employee Stock Ownership Plan · Sponsored by Employee Owned Manufacturing · · Manufacturing

$14M in assets, 119 participants

Employee Owned Manufacturing's Employee Owned Manufacturing Employee Stock Ownership Plan reported $14M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,827 in Manufacturing (17,777 peers)

2024 asset change

Employee Owned Manufacturing Employee Stock Ownership Plan declined sharply 18.7% in 2024 ($17M → $14M) for 119 participants.

#8,827
in Manufacturing (17,777 peers)
-18.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Owned Manufacturing Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Employee Owned Manufacturing Employee Stock Ownership Plan vs every filed plan by assets

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

$13,583,541 Top 38% higher than 62% 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

Employee Owned Manufacturing 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. Employee Owned Manufacturing Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

EBSA filing schedule strip

Filing strip 931449423 · Employee Owned Manufacturing PY 2024 · ESOP

Employee Owned Manufacturing Employee Stock Ownership Plan · $14M · 119 · 62nd

  • EBSA $14M
  • EBSA 119
  • EBSA 62nd
  • EBSA ESOP
  • EBSA near Hdl Coren & Cone, Inc. Employee Stock Ownership Plan
  • EBSA ind #8827

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? →

Employee Owned Manufacturing Employee Stock Ownership Plan in the asset neighbourhood

Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$14MEmployee Owned Manufacturing Employee Stock Ownership PlanEmployee Owned Manufacturing…$14MHdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$14MScott Engineering Inc. Employee Stock Ownership PlanScott Engineering Inc. Emplo…$14MRed River Refrigeration Employee Stock Ownership PlanRed River Refrigeration Empl…$14M
End-of-year total assets ($M) among Employee Owned Manufacturing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN931449423
Plan Effective Date1992-06-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in

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

Employee Owned Manufacturing Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants Scatter plot of 6 data points. 0100200300400500 050100150 Total assets ($M) Participants Employee Owned Manufacturing Employee Stock Ownership Plan, Total assets ($M): 13.583541 · Participants: 119Employee Owned Manufacturing Employee Stock Ownership PlanLetner Roofing Company Employee Stock Ownership Plan, Total assets ($M): 140.631332 · Participants: 71Letner Roofing Company Employee Stock Ownership PlanGodshall's Quality Meats Employee Stock Ownership Plan, Total assets ($M): 78.199328 · Participants: 273Godshall's Quality Meats Employee Stock Ownership PlanOnin Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.312512 · Participants: 422Onin Holdings, Inc. Employee Stock Ownership PlanPapich Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.8 · Participants: 85Papich Construction Company, Inc. Employee Stock Ownership PlanHc Employee Stock Ownership Plan, Total assets ($M): 25.6 · Participants: 430Hc Employee Stock Ownership Plan
Employee Owned Manufacturing Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
Compare Employee Owned Manufacturing Employee Stock Ownership Plan side-by-side with 3 peers →

Employee Owned Manufacturing Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside this state, the nearest ESOP by assets is Hdl Coren & Cone, Inc. Employee Stock Ownership Plan in CA ($14M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Employee Owned Manufacturing Employee Stock Ownership Plan assets move in 2024? ▼
Employee Owned Manufacturing Employee Stock Ownership Plan declined sharply - down 18.7% during 2024, from $17M to $14M. Reported net income was -$3M.
Which ESOP plans are similar in size to Employee Owned Manufacturing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hdl Coren & Cone, Inc. Employee Stock Ownership Plan in CA ($14M, 13 participants).
Which ESOP plans cover a similar participant headcount to Employee Owned Manufacturing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M 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 931449423.

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.