ESOP · DOL Form 5500 · 2024

Ers Industries, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
38
Participants Small participant base
70th
Percentile by assets National rank
$526,612
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ers Industries, Inc. Employee Stock Ownership Retirement Plan · Sponsored by Ers Industries, Inc. · New York · Wholesale Trade

$20M in assets, 38 participants

Ers Industries, Inc.'s Ers Industries, Inc. Employee Stock Ownership Retirement Plan reported $20M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,033 in Wholesale Trade (6,080 peers)

Ers Industries, Inc. multi-year trail

Ers Industries, Inc.'s plans moved +22.4% in assets from 2022 to 2024; this filing shows Ers Industries, Inc. Employee Stock Ownership Retirement Plan at $20M / 38 participants.

#4,033
in Wholesale Trade (6,080 peers)
+3.4%
assets growth YoY

Ers Industries, Inc. Employee Stock Ownership Retirement Plan's outsized position by total assets

Ers Industries, Inc. Employee Stock Ownership Retirement Plan vs every filed plan by assets

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

$20,011,263 Top 30% higher than 70% 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

Ers Industries, Inc. Employee Stock Ownership Retirement 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. Ers Industries, Inc. Employee Stock Ownership Retirement Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ers Industries, Inc. Employee Stock Ownership Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $913K in the plan year 2024 filing.
  • Ers Industries, Inc. Employee Stock Ownership Retirement Plan reported participants fell from 40 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Ers Industries, Inc. Employee Stock Ownership Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 130655730 · Ers Industries, Inc. PY 2024 · ESOP

Ers Industries, Inc. Employee Stock Ownership Retirement Plan · $20M · 38 · 70th

  • PART $20M
  • TYPE 38
  • NET 70th
  • BOOK ESOP
  • VS-ST near Rettew Employee Stock Ownership Plan
  • BOY ind #4033

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 →

Ers Industries, Inc. Employee Stock Ownership Retirement Plan in the asset neighbourhood

Aero Systems Engineering, Inc Employee Stock Ownership PlanAero Systems Engineering, In…$20MErs Industries, Inc. Employee Stock Ownership Retirement PlanErs Industries, Inc. Employe…$20MRettew Employee Stock Ownership PlanRettew Employee Stock Owners…$20MGentry Brothers, Inc. Employee Stock Ownership PlanGentry Brothers, Inc. Employ…$20MPcg Exchange, Inc. Employee Stock Ownership PlanPcg Exchange, Inc. Employee …$20M
End-of-year total assets ($M) among Ers Industries, Inc. Employee Stock Ownership Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ers Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ers Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.424756504207664% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $20M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 39 $16M
2023 1 40 $19M
2024 1 38 $20M

Ers Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$13M
Net Income$913K
Employer EIN130655730
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Ers Industries, Inc. Employee Stock Ownership Retirement Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Ers Industries, Inc. Employee Stock Ownership Retirement Plan, Total assets ($M): 20.011263 · Participants: 38Ers Industries, Inc. Employee Stock Ownership Retirement 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
Ers Industries, Inc. Employee Stock Ownership Retirement Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ers Industries, Inc. Employee Stock Ownership Retirement Plan side-by-side with 3 peers →

Ers Industries, Inc. Employee Stock Ownership Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Rettew Employee Stock Ownership Plan in PA ($20M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Ers Industries, Inc. Employee Stock Ownership Retirement Plan assets move in 2024? ▼
Ers Industries, Inc. Employee Stock Ownership Retirement Plan edged up modestly - up 3.4% during 2024, from $19M to $20M. Reported net income was $913K.
How have Ers Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ers Industries, Inc.'s sponsor-wide assets grew 22.4%, from $16M to $20M.
Which ESOP plans are similar in size to Ers Industries, Inc. Employee Stock Ownership Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is Rettew Employee Stock Ownership Plan in PA ($20M, 298 participants).
Which ESOP plans cover a similar participant headcount to Ers Industries, Inc. Employee Stock Ownership Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 130655730.

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.