ESOP · DOL Form 5500 · 2024

Alamo Transformer Supply Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
85
Participants Small participant base
47th
Percentile by assets National rank
$78,470
Avg per participant Below avg balance/head
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Official DOL plan name: Alamo Transformer Supply Company Employee Stock Ownership Plan · Sponsored by Alamo Transformer Supply Company · Texas · Manufacturing

$7M in assets, 85 participants

Alamo Transformer Supply Company's Alamo Transformer Supply Company Employee Stock Ownership Plan reported $7M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,541 in Manufacturing (17,777 peers)

Alamo Transformer Supply Company multi-year trail

Alamo Transformer Supply Company's plans moved +22.4% in assets from 2022 to 2024; this filing shows Alamo Transformer Supply Company Employee Stock Ownership Plan at $7M / 85 participants.

#5,541
in Manufacturing (17,777 peers)
-8.0%
assets change YoY

The plan reported a net loss of $581K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alamo Transformer Supply Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Alamo Transformer Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$6,669,958 47th percentile higher than 47% 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

Alamo Transformer Supply Company Employee Stock Ownership 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. Alamo Transformer Supply Company Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alamo Transformer Supply Company Employee Stock Ownership Plan reported net income fell from $973K in the plan year 2023 filing to -$581K in the plan year 2024 filing.
  • Alamo Transformer Supply Company Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Alamo Transformer Supply Company Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741610651 · Alamo Transformer Supply Company PY 2024 · ESOP

Alamo Transformer Supply Company Employee Stock Ownership Plan · $7M · 85 · 47th

  • EIN $7M
  • RANK 85
  • PHOTO 47th
  • IND ESOP
  • EOY near Dave Carter & Associates, Inc. Employee Stock Ownership Plan
  • 5500 ind #5541

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 Texas →

Alamo Transformer Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Alamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7MDave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$7MWdp & Associates Consulting Engineers, Inc. Employee Stock Ownership PlanWdp & Associates Consulting …$7MRexco Equipment, Inc. Employee Stock Ownership PlanRexco Equipment, Inc. Employ…$7MUSA 2 Go Employee Stock Ownership PlanUSA 2 Go Employee Stock Owne…$7M
End-of-year total assets ($M) among Alamo Transformer Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alamo Transformer Supply Company multi-year asset trail

Sponsor-wide plan assets over time

All Alamo Transformer Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.390227063524026% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.3M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 135 $10M
2023 2 139 $12M
2024 2 151 $12M

Alamo Transformer Supply Company filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$581K
Employer EIN741610651
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Alamo Transformer Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Alamo Transformer Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.006669958 · Participants: 85Alamo Transformer Supply Company Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Alamo Transformer Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Alamo Transformer Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Alamo Transformer Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Alamo Transformer Supply Company Employee Stock Ownership Plan assets move in 2024? ▼
Alamo Transformer Supply Company Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2024, from $7M to $7M. Reported net income was -$581K.
How have Alamo Transformer Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alamo Transformer Supply Company's sponsor-wide assets grew 22.4%, from $10M to $12M.
Which ESOP plans are similar in size to Alamo Transformer Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL ($7M, 127 participants).
Which ESOP plans cover a similar participant headcount to Alamo Transformer Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants, $8M 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 741610651.

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.