ESOP · DOL Form 5500 · 2022

Spencer's Air Conditioning & Appliance, Inc. ESOP

Data updated 2026-08-25

$309M
Total assets Above avg plan size
235
Participants Below avg headcount
97th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · Sponsored by Spencer's Air Conditioning & Appliance, Inc. · Arizona · Retail Trade

$309M in assets, 235 participants

Spencer's Air Conditioning & Appliance, Inc.'s Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported $309M in total assets and 235 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.

  • #9,350 in Retail Trade (9,519 peers)

Coverage in Arizona

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan covers 235 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $309M.

#9,350
in Retail Trade (9,519 peers)
+27.0%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's outsized position by total assets

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$309,035,135 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

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan 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. Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (235 participants).

EBSA filing schedule strip

Filing strip 860292380 · Spencer's Air Conditioning & Appliance, Inc. PY 2022 · ESOP

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · $309M · 235 · 97th

  • EOY $309M
  • EOY 235
  • EOY 97th
  • EOY ESOP
  • EOY near Rsr Employee Stock Ownership Plan
  • EOY ind #9350

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 Arizona →

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Newage Industries, Inc. Employee Stock Ownership PlanNewage Industries, Inc. Empl…$310MNibco Inc. Employee Stock Ownership PlanNibco Inc. Employee Stock Ow…$310MRsr Employee Stock Ownership PlanRsr Employee Stock Ownership…$310MSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanSpencer's Air Conditioning &…$309MAllied Mineral Products Employee Stock Ownership PlanAllied Mineral Products Empl…$308M
End-of-year total assets ($M) among Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$243M
Net Assets (End of Year)$280M
Net Income$57M
Employer EIN860292380
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer's Air Conditioning & Appliance, Inc.)

Sponsor-wide plan assets over time

All Spencer's Air Conditioning & Appliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$438M 34.17669616247561% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $327M $438M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 488 $327M
2023 2 505 $334M
2024 2 526 $438M

Nearby ESOP Plans in Arizona

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

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership PlanRincon Research Corporation Money Purchase Pension Plan, Total assets ($M): 113.202671 · Participants: 302Rincon Research Corporation Money Purchase Pension Plan
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Rsr Employee Stock Ownership Plan in FL ($310M); by covered participants it is Rainbow Tree Company Employee Stock Ownership Plan in MN (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan grew sharply - up 27.0% during 2022, from $243M to $309M. Reported net income was $57M.
How have Spencer's Air Conditioning & Appliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer's Air Conditioning & Appliance, Inc.'s sponsor-wide assets grew 34.2%, from $327M to $438M.
Where does Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Spencer's Air Conditioning & Appliance, Inc. 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 Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rsr Employee Stock Ownership Plan in FL ($310M, 465 participants).
Which ESOP plans cover a similar participant headcount to Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rainbow Tree Company Employee Stock Ownership Plan in MN (235 participants, $6M 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 860292380.

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.