ESOP · DOL Form 5500 · 2024

Seneca Medical Holdings, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
194
Participants
73rd
Percentile by assets
$122,071
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
194
covered participants
73rd
percentile by assets (of 123,622 plans)
$122,071
avg assets per participant

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.

Where Seneca Medical Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

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 →

State
Ohio
Industry
Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Seneca Medical Employee Stock Ownership Plan and Trust reports 194 participants - about 25% of that state average ($24M EOY assets).

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.)

$20M$25M$30M$35M$40M$45M 202220232024 $39.3M $23.7M ▼ -39.8%
Total plan assets by year, all Seneca Medical Holdings, Inc. plans on file
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 ($B) Participants Seneca Medical Emplo…, Total assets ($B): 0.023681851 · Participants: 194Seneca Medical Emplo…Procter & Gamble Pro…, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Cont…
Seneca Medical Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Seneca Medical Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Seneca Medical Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Seneca Medical Employee Stock Ownership …

Filing takeaways

Ways to act on Seneca Medical Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Seneca Medical Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Seneca Medical Holdings, Inc.'s sponsor-wide assets have declined 39.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.