ESOP · DOL Form 5500 · 2024

Seneca Medical Holdings, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
194
Participants Below avg headcount
73rd
Percentile by assets National rank
$122,071
Avg per participant Near avg balance/head
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Official DOL plan name: Seneca Medical Employee Stock Ownership Plan and Trust · Sponsored by Seneca Medical Holdings, Inc. · Ohio · Wholesale Trade

$24M in assets, 194 participants

Seneca Medical Holdings, Inc.'s Seneca Medical Employee Stock Ownership Plan and Trust reported $24M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,292 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Seneca Medical Employee Stock Ownership Plan and Trust covers 194 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#4,292
in Wholesale Trade (6,080 peers)
-34.1%
assets change YoY

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Seneca Medical Employee Stock Ownership Plan and Trust's outsized position by total assets

Seneca Medical Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,681,851 Top 27% higher than 73% 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

Seneca Medical Employee Stock Ownership Plan and 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. Seneca Medical Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Seneca Medical Employee Stock Ownership Plan and Trust reported net income fell from -$3M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
  • Seneca Medical Employee Stock Ownership Plan and Trust end-of-year assets fell from $36M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Seneca Medical Employee Stock Ownership Plan and Trust reported participants fell from 238 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810816640 · Seneca Medical Holdings, Inc. PY 2024 · ESOP

Seneca Medical Employee Stock Ownership Plan and Trust · $24M · 194 · 73rd

  • VS-ST $24M
  • VS-ST 194
  • VS-ST 73rd
  • VS-ST ESOP
  • VS-ST near Arco/Murray Construction Company Employee Stock Ownership Plan
  • VS-ST ind #4292

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 →

Seneca Medical Employee Stock Ownership Plan and Trust in the asset neighbourhood

School Services Employee Stock Ownership PlanSchool Services Employee Sto…$24MAmusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$24MArco/Murray Construction Company Employee Stock Ownership PlanArco/Murray Construction Com…$24MSeneca Medical Employee Stock Ownership Plan and TrustSeneca Medical Employee Stoc…$24MZimmerman Associates, Inc. Employee Stock Ownership PlanZimmerman Associates, Inc. E…$24M
End-of-year total assets ($M) among Seneca Medical Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$21M
Net Income-$15M
Employer EIN810816640
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seneca Medical Holdings, Inc.)

Sponsor-wide plan assets over time

All Seneca Medical Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 39.76489440756689% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $39.3M $23.7M ▼ -39.8%
Year Plans Participants Total Assets
2022 1 281 $39M
2023 1 238 $36M
2024 1 194 $24M

Nearby ESOP Plans in Ohio

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

Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Seneca Medical Employee Stock Ownership Plan and Trust, Total assets ($B): 0.023681851 · Participants: 194Seneca Medical Employee Stock Ownership Plan and TrustProcter & 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
Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Seneca Medical Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Seneca Medical Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Arco/Murray Construction Company Employee Stock Ownership Plan in MO ($24M); by covered participants it is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Seneca Medical Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Seneca Medical Employee Stock Ownership Plan and Trust contracted severely - down 34.1% during 2024, from $36M to $24M. Reported net income was -$15M.
How have Seneca Medical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seneca Medical Holdings, Inc.'s sponsor-wide assets declined 39.8%, from $39M to $24M.
Which ESOP plans are similar in size to Seneca Medical Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Arco/Murray Construction Company Employee Stock Ownership Plan in MO ($24M, 193 participants).
Which ESOP plans cover a similar participant headcount to Seneca Medical Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants, $11M 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 810816640.

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.