ESOP · DOL Form 5500 · 2024
Servotronics, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 224
- Participants Below avg headcount
Official DOL plan name: Servotronics, Inc. Employee Stock Ownership Plan · Sponsored by Servotronics, Inc. · New York · Manufacturing
N/A in assets, 224 participants
Servotronics, Inc.'s Servotronics, Inc. Employee Stock Ownership Plan reported N/A in total assets and 224 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New York
Servotronics, Inc. Employee Stock Ownership Plan covers 224 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: N/A.
- -$3M
- reported net income
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.
Servotronics, 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. Servotronics, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Servotronics, Inc. Employee Stock Ownership Plan reported net income fell from -$301K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Servotronics, Inc. Employee Stock Ownership Plan reported participants rose from 219 in the plan year 2023 filing to 224 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 160837866 · Servotronics, Inc. PY 2024 · ESOP
Servotronics, Inc. Employee Stock Ownership Plan · N/A · 224
- TYPE N/A
- NET 224
- BOOK PY 2024
- VS-ST ESOP
- BOY near Tci Holding Company, Inc. Employee Stock Ownership Plan
- SCH -$3M
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 →
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 160837866 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Servotronics, Inc.)
Sponsor-wide plan assets over time
All Servotronics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 9.829618859886926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 419 | $11M |
| 2023 | 2 | 485 | $12M |
| 2024 | 2 | 492 | $10M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Servotronics, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside New York, the nearest ESOP by covered participants is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA (224 participants; this filing: 224 participants).
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Tci Holding Company, Inc. Employee Stock Ownership Plan (PA) 224 · 0 off
- Frank & Grossman Employee Stock Ownership Plan (CA) 224 · 0 off
- Mazzetti, Inc. Employee Stock Ownership Plan (CA) 224 · 0 off
- Tmi Corporation ESOP (ND) 225 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.