ESOP · DOL Form 5500 · 2022

Specialty Equipment Sales Co. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
50th
Percentile by assets National rank
$262,446
Avg per participant High balance/head
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Official DOL plan name: Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · Sponsored by Specialty Equipment Sales Co. · Ohio · Wholesale Trade

$5M in assets, 19 participants

Specialty Equipment Sales Co.'s Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported $5M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,628 in Wholesale Trade (6,843 peers)

Specialty Equipment Sales Co. multi-year trail

Specialty Equipment Sales Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust at $5M / 19 participants.

#2,628
in Wholesale Trade (6,843 peers)
+20.2%
assets growth YoY

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,986,478 Top 50% higher than 50% 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

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341600861 · Specialty Equipment Sales Co. PY 2022 · ESOP

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · $5M · 19 · 50th

  • PHOTO $5M
  • PHOTO 19
  • PHOTO 50th
  • PHOTO ESOP
  • PHOTO near Kodabank Employee Stock Ownership Plan
  • PHOTO ind #2628

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 →

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Otto-Meyer, Inc. Employee Stock Ownership PlanOtto-Meyer, Inc. Employee St…$5MViatech Publishing Solutions, Inc. Employee Stock Ownership PlanViatech Publishing Solutions…$5MSpecialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$5MKodabank Employee Stock Ownership PlanKodabank Employee Stock Owne…$5MVsi Employee Stock Ownership PlanVsi Employee Stock Ownership…$5M
End-of-year total assets ($M) among Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Specialty Equipment Sales Co. multi-year asset trail

Sponsor-wide plan assets over time

All Specialty Equipment Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.742901903908932% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.99M $5.62M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 21 $7M
2024 1 23 $6M

Specialty Equipment Sales Co. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$853K
Employer EIN341600861
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004986478 · Participants: 19Specialty Equipment Sales Co. Employee Stock Ownership Plan and TrustProcter & 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
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Kodabank Employee Stock Ownership Plan in ND ($5M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust grew sharply - up 20.2% during 2022, from $4M to $5M. Reported net income was $853K.
How have Specialty Equipment Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Equipment Sales Co.'s sponsor-wide assets grew 12.7%, from $5M to $6M.
Which ESOP plans are similar in size to Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kodabank Employee Stock Ownership Plan in ND ($5M, 53 participants).
Which ESOP plans cover a similar participant headcount to Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K 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 341600861.

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.