ESOP · DOL Form 5500 · 2022

Locke Supply Co. ESOP

Data updated 2026-08-25

$291M
Total assets Near avg plan size
1,040
Participants Near avg headcount
97th
Percentile by assets National rank
$280,118
Avg per participant High balance/head
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Official DOL plan name: Locke Supply Co. Employee Stock Ownership Plan · Sponsored by Locke Supply Co. · Oklahoma · Wholesale Trade

$291M in assets, 1,040 participants

Locke Supply Co.'s Locke Supply Co. Employee Stock Ownership Plan reported $291M in total assets and 1,040 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,695 in Wholesale Trade (6,843 peers)

Where Locke Supply Co. Employee Stock Ownership Plan sits by assets

Locke Supply Co. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $291M for 1,040 participants (~$280,118/participant), up 12.5% in 2022.

#6,695
in Wholesale Trade (6,843 peers)
+12.5%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Locke Supply Co. Employee Stock Ownership Plan's outsized position by total assets

Locke Supply Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$291,322,334 Top 3% higher than 97% 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

Locke Supply Co. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locke Supply Co. Employee Stock Ownership Plan lands in the large band (1,040 participants).

Form 5500 schedule snapshot

Filing strip 730689366 · Locke Supply Co. PY 2022 · ESOP

Locke Supply Co. Employee Stock Ownership Plan · $291M · 1,040 · 97th

  • PCT $291M
  • PCT 1,040
  • PCT 97th
  • PCT ESOP
  • PCT near American Systems Corporation Employee Stock Ownership Plan
  • PCT ind #6695

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 Oklahoma →

Locke Supply Co. Employee Stock Ownership Plan in the asset neighbourhood

H.C. Wainwright & Co. Employee Stock Ownership PlanH.C. Wainwright & Co. Employ…$293MWausau Supply Company Employee Stock Ownership PlanWausau Supply Company Employ…$293MAmerican Systems Corporation Employee Stock Ownership PlanAmerican Systems Corporation…$292MLocke Supply Co. Employee Stock Ownership PlanLocke Supply Co. Employee St…$291MAir Tractor Holdings, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. E…$289M
End-of-year total assets ($M) among Locke Supply Co. 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)$259M
Net Assets (End of Year)$240M
Net Income$25M
Employer EIN730689366
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Locke Supply Co.)

Sponsor-wide plan assets over time

All Locke Supply Co. plans reported in each filing year

Latest sponsor-wide plan assets
$331M 4.169011731749039% vs 2022
2024 filing year
$310M$320M$330M$340M$350M 202220232024 $317M $331M ▲ +4.2%
Year Plans Participants Total Assets
2022 2 2,211 $317M
2023 2 2,618 $342M
2024 2 2,793 $331M

Nearby ESOP Plans in Oklahoma

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

Locke Supply Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 50100150200250300350 Total assets ($M) Participants Locke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership PlanChickasaw Telephone Company, Inc. Employees Stock Ownership Plan, Total assets ($M): 78.720012 · Participants: 69Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan
Locke Supply Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Locke Supply Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Locke Supply Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is American Systems Corporation Employee Stock Ownership Plan in VA ($292M); by covered participants it is Symbria Inc. Employee Stock Ownership Plan in IL (1,037 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,040 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 Locke Supply Co. Employee Stock Ownership Plan assets move in 2022? ▼
Locke Supply Co. Employee Stock Ownership Plan grew at a solid clip - up 12.5% during 2022, from $259M to $291M. Reported net income was $25M.
How have Locke Supply Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locke Supply Co.'s sponsor-wide assets grew 4.2%, from $317M to $331M.
Where does Locke Supply Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Locke Supply Co. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Locke Supply Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Systems Corporation Employee Stock Ownership Plan in VA ($292M, 1,828 participants).
Which ESOP plans cover a similar participant headcount to Locke Supply Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Symbria Inc. Employee Stock Ownership Plan in IL (1,037 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 730689366.

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.