ESOP · DOL Form 5500 · 2022

Speer Industries, Incorporated ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
37
Participants Small participant base
75th
Percentile by assets National rank
$457,218
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Speer Industries Employee Stock Ownership Plan · Sponsored by Speer Industries, Incorporated · Ohio · Construction

$17M in assets, 37 participants

Speer Industries, Incorporated's Speer Industries Employee Stock Ownership Plan reported $17M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,377 in Construction (9,927 peers)

Where Speer Industries Employee Stock Ownership Plan sits by assets

Speer Industries Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 37 participants (~$457,218/participant), up 3.9% in 2022.

#7,377
in Construction (9,927 peers)
+3.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Speer Industries Employee Stock Ownership Plan's outsized position by total assets

Speer Industries Employee Stock Ownership Plan vs every filed plan by assets

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

$16,917,077 Top 25% higher than 75% 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

Speer Industries 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. Speer Industries Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 311084477 · Speer Industries, Incorporated PY 2022 · ESOP

Speer Industries Employee Stock Ownership Plan · $17M · 37 · 75th

  • NET $17M
  • BOOK 37
  • VS-ST 75th
  • BOY ESOP
  • SCH near Robert N. Ewing, General Contractor, Inc. Employee Stock Ownership Plan
  • EBSA ind #7377

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 Ohio →

Speer Industries Employee Stock Ownership Plan in the asset neighbourhood

Speer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$17MRobert N. Ewing, General Contractor, Inc. Employee Stock Ownership PlanRobert N. Ewing, General Con…$17MThe Trust Company of Virginia Employee Stock Ownership PlanThe Trust Company of Virgini…$17MLandmark Worldwide Employee Stock Ownership PlanLandmark Worldwide Employee …$17MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$17M
End-of-year total assets ($M) among Speer Industries 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)$16M
Net Assets (End of Year)$12M
Net Income$817K
Employer EIN311084477
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Speer Industries, Incorporated)

Sponsor-wide plan assets over time

All Speer Industries, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.306743653173655% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $20.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 42 $18M
2024 1 33 $21M

Nearby ESOP Plans in Ohio

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

Speer Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Speer Industries Employee Stock Ownership Plan, Total assets ($B): 0.016917077 · Participants: 37Speer Industries Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Speer Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Speer Industries Employee Stock Ownership Plan side-by-side with 3 peers →

Speer Industries Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Robert N. Ewing, General Contractor, Inc. Employee Stock Ownership Plan in AZ ($17M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

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 Speer Industries Employee Stock Ownership Plan assets move in 2022? ▼
Speer Industries Employee Stock Ownership Plan edged up modestly - up 3.9% during 2022, from $16M to $17M. Reported net income was $817K.
How have Speer Industries, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Speer Industries, Incorporated's sponsor-wide assets grew 22.3%, from $17M to $21M.
Where does Speer Industries Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Speer Industries Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Speer Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Robert N. Ewing, General Contractor, Inc. Employee Stock Ownership Plan in AZ ($17M, 37 participants).
Which ESOP plans cover a similar participant headcount to Speer Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 311084477.

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.