ESOP · DOL Form 5500 · 2022

S.P.E.P. Acquisition Corp. ESOP

Data updated 2026-08-25

$86M
Total assets Below avg plan size
79
Participants Small participant base
92nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Sierra Pacific Engineering & Products Employee Stock Ownership Plan · Sponsored by S.P.E.P. Acquisition Corp. · California · Wholesale Trade

$86M in assets, 79 participants

S.P.E.P. Acquisition Corp.'s Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported $86M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,391 in Wholesale Trade (6,843 peers)

Where Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits by assets

Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $86M for 79 participants (~$1.1M/participant), up 15.8% in 2022.

#6,391
in Wholesale Trade (6,843 peers)
+15.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sierra Pacific Engineering & Products Employee Stock Ownership Plan's outsized position by total assets

Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$85,515,243 Top 8% higher than 92% of 139,123 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 2022

Sierra Pacific Engineering & Products Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Pacific Engineering & Products Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330596868 · S.P.E.P. Acquisition Corp. PY 2022 · ESOP

Sierra Pacific Engineering & Products Employee Stock Ownership Plan · $86M · 79 · 92nd

  • PART $86M
  • TYPE 79
  • NET 92nd
  • BOOK ESOP
  • VS-ST near Tuff Shed, Inc. Employee Stock Ownership Plan
  • BOY ind #6391

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 →

Sierra Pacific Engineering & Products Employee Stock Ownership Plan in the asset neighbourhood

Dai Employee Stock Ownership PlanDai Employee Stock Ownership…$86MSierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$86MTuff Shed, Inc. Employee Stock Ownership PlanTuff Shed, Inc. Employee Sto…$85MPrentke-Romich Company Employee Stock Ownership PlanPrentke-Romich Company Emplo…$85MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$85M
End-of-year total assets ($M) among Sierra Pacific Engineering & Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$82M
Net Income$12M
Employer EIN330596868
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.P.E.P. Acquisition Corp.)

Sponsor-wide plan assets over time

All S.P.E.P. Acquisition Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 36.35621663379943% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.5M $117M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 79 $86M
2023 1 84 $106M
2024 1 94 $117M

Nearby ESOP Plans in California

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

Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sierra Pacific Engineering & Products Employee Stock Ownership Plan, Total assets ($B): 0.085515243 · Participants: 79Sierra Pacific Engineering & Products Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sierra Pacific Engineering & Products Employee Stock Ownership Plan side-by-side with 3 peers →

Sierra Pacific Engineering & Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Tuff Shed, Inc. Employee Stock Ownership Plan in CO ($85M); by covered participants it is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sierra Pacific Engineering & Products Employee Stock Ownership Plan assets move in 2022? ▼
Sierra Pacific Engineering & Products Employee Stock Ownership Plan grew sharply - up 15.8% during 2022, from $74M to $86M. Reported net income was $12M.
How have S.P.E.P. Acquisition Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.P.E.P. Acquisition Corp.'s sponsor-wide assets grew 36.4%, from $86M to $117M.
Where does Sierra Pacific Engineering & Products Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sierra Pacific Engineering & Products Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sierra Pacific Engineering & Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tuff Shed, Inc. Employee Stock Ownership Plan in CO ($85M, 1,411 participants).
Which ESOP plans cover a similar participant headcount to Sierra Pacific Engineering & Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330596868.

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.