ESOP · DOL Form 5500 · 2024

Espey Mfg. & Electronics Corp. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
103
Participants Small participant base
76th
Percentile by assets National rank
$268,413
Avg per participant High balance/head
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Official DOL plan name: Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust · Sponsored by Espey Mfg. & Electronics Corp. · New York · Manufacturing

$28M in assets, 103 participants

Espey Mfg. & Electronics Corp.'s Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust reported $28M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,919 in Manufacturing (17,777 peers)

Coverage in New York

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $28M.

#11,919
in Manufacturing (17,777 peers)
+92.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust's outsized position by total assets

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs every filed plan by assets

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

$27,646,524 Top 24% higher than 76% 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

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 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. Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust reported participants fell from 107 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141387171 · Espey Mfg. & Electronics Corp. PY 2024 · ESOP

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust · $28M · 103 · 76th

  • PHOTO $28M
  • PHOTO 103
  • PHOTO 76th
  • PHOTO ESOP
  • PHOTO near Palmer Group Employee Stock Ownership Plan
  • PHOTO ind #11919

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 New York →

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust in the asset neighbourhood

D&a Companies, Inc. Employee Stock Ownership PlanD&a Companies, Inc. Employee…$28MDorsett Industries Employee Stock Ownership PlanDorsett Industries Employee …$28MEspey Mfg. & Electronics Corp. Employee Retirement Plan & TrustEspey Mfg. & Electronics Cor…$28MPalmer Group Employee Stock Ownership PlanPalmer Group Employee Stock …$28MCk Supply Employee Stock Ownership PlanCk Supply Employee Stock Own…$28M
End-of-year total assets ($M) among Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$24M
Net Income$14M
Employer EIN141387171
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Espey Mfg. & Electronics Corp.)

Sponsor-wide plan assets over time

All Espey Mfg. & Electronics Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 79.30282072904262% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.8M $42.7M ▲ +79.3%
Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 214 $28M
2024 2 203 $43M

Nearby ESOP Plans in New York

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

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust, Total assets ($M): 27.646524 · Participants: 103Espey Mfg. & Electronics Corp. Employee Retirement Plan & TrustStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust vs. nearby ESOP plans in New York, assets vs. participants
Compare Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust side-by-side with 3 peers →

Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Palmer Group Employee Stock Ownership Plan in IA ($28M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust assets move in 2024? ▼
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust surged - up 92.1% during 2024, from $14M to $28M. Reported net income was $14M.
How have Espey Mfg. & Electronics Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Espey Mfg. & Electronics Corp.'s sponsor-wide assets grew 79.3%, from $24M to $43M.
Where does Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Palmer Group Employee Stock Ownership Plan in IA ($28M, 187 participants).
Which ESOP plans cover a similar participant headcount to Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M 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 141387171.

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.