ESOP · DOL Form 5500 · 2024

Roush Hardware, Inc. ESOP

Data updated 2026-08-25

$231K
Total assets Small plan by assets
16
Participants Small participant base
11th
Percentile by assets National rank
$14,410
Avg per participant Low balance/head
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Official DOL plan name: Roush Hardware Employee Stock Ownership Plan · Sponsored by Roush Hardware, Inc. · Ohio · Retail Trade

$231K in assets, 16 participants

Roush Hardware, Inc.'s Roush Hardware Employee Stock Ownership Plan reported $231K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,524 in Retail Trade (8,048 peers)

2024 asset change

Roush Hardware Employee Stock Ownership Plan pulled back noticeably 8.0% in 2024 ($251K → $231K) for 16 participants.

#1,524
in Retail Trade (8,048 peers)
-8.0%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roush Hardware Employee Stock Ownership Plan among the smaller filed plans by assets

Roush Hardware Employee Stock Ownership Plan vs every filed plan by assets

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

$230,560 11th percentile higher than 11% 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

Roush Hardware 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. Roush Hardware Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roush Hardware Employee Stock Ownership Plan reported net income fell from -$5K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Roush Hardware Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Roush Hardware Employee Stock Ownership Plan end-of-year assets fell from $251K in the plan year 2023 filing to $231K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 310680549 · Roush Hardware, Inc. PY 2024 · ESOP

Roush Hardware Employee Stock Ownership Plan · $231K · 16 · 11th

  • SCH $231K
  • EBSA 16
  • PART 11th
  • TYPE ESOP
  • NET near Isco Employee Stock Ownership Plan
  • BOOK ind #1524

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 Ohio →

Roush Hardware Employee Stock Ownership Plan in the asset neighbourhood

Roush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$231KIsco Employee Stock Ownership PlanIsco Employee Stock Ownershi…$230KMacro Industries, Inc. Employee Stock Ownership PlanMacro Industries, Inc. Emplo…$230KThea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$228KThe Awesome Company Employee Stock Ownership and Profit Sharing PlanThe Awesome Company Employee…$235K
End-of-year total assets ($M) among Roush Hardware Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Roush Hardware, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Roush Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$231K 9.885754710712792% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.26M $0.23M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 25 $256K
2023 1 21 $251K
2024 1 16 $231K

2024 asset-move particulars

Total Assets (Beginning of Year)$251K
Net Assets (End of Year)$224K
Net Income-$27K
Employer EIN310680549
Plan Effective Date1991-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Roush Hardware Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Roush Hardware Employee Stock Ownership Plan, Total assets ($B): 0.00023056 · Participants: 16Roush Hardware Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Roush Hardware Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Roush Hardware Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Isco Employee Stock Ownership Plan in IN ($230K); by covered participants it is Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan in NJ (16 participants). Same-state nearby plans are listed separately above.

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 Roush Hardware Employee Stock Ownership Plan assets move in 2024? ▼
Roush Hardware Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2024, from $251K to $231K. Reported net income was -$27K.
How have Roush Hardware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Hardware, Inc.'s sponsor-wide assets declined 9.9%, from $256K to $231K.
Where does Roush Hardware Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roush Hardware Employee Stock Ownership Plan ranks in the 11th 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 Roush Hardware Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Isco Employee Stock Ownership Plan in IN ($230K, 33 participants).
Which ESOP plans cover a similar participant headcount to Roush Hardware Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan in NJ (16 participants, $4M 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 310680549.

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.