ESOP · DOL Form 5500 · 2022
Sperry & Associates, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $67,009
- Avg per participant Below avg balance/head
Official DOL plan name: Sperry & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sperry & Associates, Inc. · Florida · Construction
$3M in assets, 40 participants
Sperry & Associates, Inc.'s Sperry & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #3,627 in Construction (9,927 peers)
What the 2022 filing shows
Sperry & Associates, Inc. Employee Stock Ownership Plan holds $3M for 40 participants - about $67,009 per participant, in the lower half of filed plans by assets.
- #3,627
- in Construction (9,927 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sperry & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Sperry & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,680,370 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sperry & Associates, Inc. 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. Sperry & Associates, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
DOL schedule card
Filing strip 591481055 · Sperry & Associates, Inc. PY 2022 · ESOP
Sperry & Associates, Inc. Employee Stock Ownership Plan · $3M · 40 · 38th
- 5500 $3M
- 5500 40
- 5500 38th
- 5500 ESOP
- 5500 near P & M Steel Co. Employee Stock Ownership Plan
- 5500 ind #3627
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 Florida →
Sperry & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$82K |
| Employer EIN | 591481055 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sperry & Associates, Inc.)
Sponsor-wide plan assets over time
All Sperry & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 80 | $4M |
| 2023 | 2 | 74 | $4M |
| 2024 | 1 | 37 | N/A |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Sperry & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is P & M Steel Co. Employee Stock Ownership Plan in SD ($3M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.