ESOP · DOL Form 5500 · 2022

Speer Industries, Incorporated ESOP

Data updated 2026-08-11

$17M
Total assets
37
Participants
75th
Percentile by assets
$457,218
Avg per participant
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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.

  • 75th percentile by assets (of 139,126 plans)
  • #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.

$17M
total plan assets (2022 EOY)
37
covered participants
75th
percentile by assets (of 139,126 plans)
$457,218
avg assets per participant

Where Speer Industries Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Ohio
Industry
Construction

Speer Industries Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Speer Industries Employee Stock Ownership Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$16M$18M$20M$22M 202220232024 $16.9M $20.7M ▲ +22.3%
Total plan assets by year, all Speer Industries, Incorporated plans on file
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 ($B) Participants Speer Industries Emp…, Total assets ($B): 0.016917077 · Participants: 37Speer Industries Emp…Procter & Gamble Pro…, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industri…Advanced Drainage Sy…, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Sy…Messer Inc. Employee…, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee…Cleveland Steel Cont…, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Cont…
Speer Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Speer Industries Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Speer Industries Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Speer Industries Employee Stock Ownershi…

Scale reading

Ways to act on Speer Industries Employee Stock Ownership Plan's numbers.

  • By total assets, Speer Industries Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Speer Industries, Incorporated's sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Construction plans

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.