ESOP · DOL Form 5500 · 2024

Electro Form Corporation ESOP

Data updated 2026-08-25

$379K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$75,841
Avg per participant Below avg balance/head
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Official DOL plan name: Electro Form Employee Stock Ownership Plan · Sponsored by Electro Form Corporation · New York · Manufacturing

$379K in assets, 5 participants

Electro Form Corporation's Electro Form Employee Stock Ownership Plan reported $379K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,045 in Manufacturing (17,777 peers)

Electro Form Corporation multi-year trail

Electro Form Corporation's plans moved +12.3% in assets from 2022 to 2024; this filing shows Electro Form Employee Stock Ownership Plan at $379K / 5 participants.

#1,045
in Manufacturing (17,777 peers)
-18.5%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electro Form Employee Stock Ownership Plan among the smaller filed plans by assets

Electro Form Employee Stock Ownership Plan vs every filed plan by assets

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

$379,203 15th percentile higher than 15% 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

Electro Form 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. Electro Form Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electro Form Employee Stock Ownership Plan end-of-year assets fell from $465K in the plan year 2023 filing to $379K in the plan year 2024 filing.
  • Electro Form Employee Stock Ownership Plan reported net income fell from -$73K in the plan year 2023 filing to -$86K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160920094 · Electro Form Corporation PY 2024 · ESOP

Electro Form Employee Stock Ownership Plan · $379K · 5 · 15th

  • EIN $379K
  • RANK 5
  • PHOTO 15th
  • IND ESOP
  • EOY near The Therapy Network Employee Stock Ownership Plan
  • 5500 ind #1045

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 →

Electro Form Employee Stock Ownership Plan in the asset neighbourhood

Electro Form Employee Stock Ownership PlanElectro Form Employee Stock …$379KThe Therapy Network Employee Stock Ownership PlanThe Therapy Network Employee…$379KAvon Brothers Employee Stock Ownership PlanAvon Brothers Employee Stock…$380KCoresential Employee Stock Ownership PlanCoresential Employee Stock O…$381KJla Supply, Inc. Employee Stock Ownership PlanJla Supply, Inc. Employee St…$377K
End-of-year total assets ($M) among Electro Form Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Electro Form Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Electro Form Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.330201273710713% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.47M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 11 $3M
2023 2 10 $3M
2024 2 9 $3M

Electro Form Corporation filing trail (2024)

Total Assets (Beginning of Year)$465K
Net Assets (End of Year)$379K
Net Income-$86K
Employer EIN160920094
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Electro Form Employee Stock Ownership Plan, Total assets ($M): 0.379203 · Participants: 5Electro Form Employee Stock Ownership PlanStewart'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
Electro Form Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Electro Form Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is The Therapy Network Employee Stock Ownership Plan in VA ($379K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Electro Form Employee Stock Ownership Plan assets move in 2024? ▼
Electro Form Employee Stock Ownership Plan declined sharply - down 18.5% during 2024, from $465K to $379K. Reported net income was -$86K.
How have Electro Form Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electro Form Corporation's sponsor-wide assets grew 12.3%, from $3M to $3M.
Where does Electro Form Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Electro Form Employee Stock Ownership Plan ranks in the 15th 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 Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Therapy Network Employee Stock Ownership Plan in VA ($379K, 68 participants).
Which ESOP plans cover a similar participant headcount to Electro Form Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $700K 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 160920094.

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.