ESOP · DOL Form 5500 · 2022
The Equity Engineering Group, Inc. ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 132
- Participants
- 79th
- Percentile by assets
- $171,693
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 132
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $171,693
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reports 132 participants - about 17% of that state average ($23M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$6M |
| Employer EIN | 320430595 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Equity Engineering Group, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust 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
- The Equity Engineering Group, Inc.'s sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans