ESOP · DOL Form 5500 · 2022

The Equity Engineering Group, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
132
Participants Small participant base
79th
Percentile by assets National rank
$171,693
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Equity Engineering Group, Inc. · Ohio · Professional & Technical Services

$23M in assets, 132 participants

The Equity Engineering Group, Inc.'s The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported $23M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,117 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust covers 132 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#17,117
in Professional & Technical Services (21,562 peers)
-21.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$22,663,502 Top 21% higher than 79% 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

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (132 participants).

DOL schedule card

Filing strip 320430595 · The Equity Engineering Group, Inc. PY 2022 · ESOP

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · $23M · 132 · 79th

  • SCH $23M
  • SCH 132
  • SCH 79th
  • SCH ESOP
  • SCH near Stg Design Employee Stock Ownership Plan
  • SCH ind #17117

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 →

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Home Bancorp, Inc. Employee Stock Ownership PlanHome Bancorp, Inc. Employee …$23MPoblocki Paving Corp. Employee Stock Ownership PlanPoblocki Paving Corp. Employ…$23MThe Equity Engineering Group, Inc. Employee Stock Ownership Plan and TrustThe Equity Engineering Group…$23MStg Design Employee Stock Ownership PlanStg Design Employee Stock Ow…$23MRotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustRotochopper, Inc. First Rest…$23M
End-of-year total assets ($M) among The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$16M
Net Income-$6M
Employer EIN320430595
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Equity Engineering Group, Inc.)

Sponsor-wide plan assets over time

All The Equity Engineering Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 47.04533999492414% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.6M $58.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 302 $40M
2023 2 311 $53M
2024 2 342 $58M

Nearby ESOP Plans in Ohio

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

The Equity Engineering Group, Inc. 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 ($B) Participants The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.022663502 · Participants: 132The Equity Engineering Group, Inc. 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
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Stg Design Employee Stock Ownership Plan in TX ($23M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 21.7% during 2022, from $29M to $23M. Reported net income was -$6M.
How have The Equity Engineering Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Equity Engineering Group, Inc.'s sponsor-wide assets grew 47.0%, from $40M to $58M.
Where does The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th 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 The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Stg Design Employee Stock Ownership Plan in TX ($23M, 88 participants).
Which ESOP plans cover a similar participant headcount to The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K 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 320430595.

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.