ESOP · DOL Form 5500 · 2022
Spencer's Air Conditioning & Appliance, Inc. ESOP
Data updated 2026-08-11
- $309M
- Total assets
- 235
- Participants
- 97th
- Percentile by assets
- $1.3M
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $309M
- total plan assets (2022 EOY)
- 235
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $1.3M
- avg assets per participant
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reports 235 participants - about 42% of that state average ($309M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | $57M |
| Employer EIN | 860292380 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer's Air Conditioning & Appliance, Inc.)
| 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
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
- Rincon Research Corporation Money Purchase Pension Plan $113M · 302
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Rsr Employee Stock Ownership Plan (FL) $310M · 465
- Nibco Inc. Employee Stock Ownership Plan (IN) $310M · 1,233
- Newage Industries, Inc. Employee Stock Ownership Plan (PA) $310M · 304
- Allied Mineral Products Employee Stock Ownership Plan (OH) $308M · 592
Frequently Asked Questions
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Filing takeaways
Ways to act on Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Spencer's Air Conditioning & Appliance, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Retail Trade plans