ESOP · DOL Form 5500 · 2024

Scott Sales Co. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
52nd
Percentile by assets National rank
$844,809
Avg per participant High balance/head
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Official DOL plan name: Scott Sales Co. Employee Stock Ownership Plan · Sponsored by Scott Sales Co. · California · Wholesale Trade

$8M in assets, 10 participants

Scott Sales Co.'s Scott Sales Co. Employee Stock Ownership Plan reported $8M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,598 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Scott Sales Co. Employee Stock Ownership Plan holds $8M for 10 participants - about $844,809 per participant, above the median plan by assets.

#2,598
in Wholesale Trade (6,080 peers)
-3.6%
assets change YoY

The plan reported a net loss of $547K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scott Sales Co. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Scott Sales Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,448,089 Top 48% higher than 52% 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

Scott Sales Co. 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. Scott Sales Co. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scott Sales Co. Employee Stock Ownership Plan reported net income fell from $516K in the plan year 2023 filing to -$547K in the plan year 2024 filing.
  • Scott Sales Co. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Scott Sales Co. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952381732 · Scott Sales Co. PY 2024 · ESOP

Scott Sales Co. Employee Stock Ownership Plan · $8M · 10 · 52nd

  • PART $8M
  • TYPE 10
  • NET 52nd
  • BOOK ESOP
  • VS-ST near Reed Manufacturing Company, Inc. Employee Stock Ownership Plan
  • BOY ind #2598

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 California →

Scott Sales Co. Employee Stock Ownership Plan in the asset neighbourhood

Scott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$8MReed Manufacturing Company, Inc. Employee Stock Ownership PlanReed Manufacturing Company, …$8MTsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$8MO. K. Tire Store, Inc Employee Stock Ownership PlanO. K. Tire Store, Inc Employ…$8MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$8M
End-of-year total assets ($M) among Scott Sales Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$547K
Employer EIN952381732
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott Sales Co.)

Sponsor-wide plan assets over time

All Scott Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.4277596673363764% vs 2022
2024 filing year
$8M$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.25M $8.45M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 13 $8M
2023 1 12 $9M
2024 1 10 $8M

Nearby ESOP Plans in California

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

Scott Sales Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Scott Sales Co. Employee Stock Ownership Plan, Total assets ($B): 0.008448089 · Participants: 10Scott Sales Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Scott Sales Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Scott Sales Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Scott Sales Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Reed Manufacturing Company, Inc. Employee Stock Ownership Plan in MS ($8M); by covered participants it is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Scott Sales Co. Employee Stock Ownership Plan assets move in 2024? ▼
Scott Sales Co. Employee Stock Ownership Plan edged down modestly - down 3.6% during 2024, from $9M to $8M. Reported net income was -$547K.
How have Scott Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott Sales Co.'s sponsor-wide assets grew 2.4%, from $8M to $8M.
Which ESOP plans are similar in size to Scott Sales Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reed Manufacturing Company, Inc. Employee Stock Ownership Plan in MS ($8M, 37 participants).
Which ESOP plans cover a similar participant headcount to Scott Sales Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants, $216K 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 952381732.

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.