ESOP · DOL Form 5500 · 2022

Spurmaxim, Inc. ESOP

Data updated 2026-08-25

$407K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$406,967
Avg per participant High balance/head
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Official DOL plan name: Spurmaxim, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Spurmaxim, Inc. · Illinois · Finance & Insurance

$407K in assets, 1 participants

Spurmaxim, Inc.'s Spurmaxim, Inc. Employee Stock Ownership Plan and Trust reported $407K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #960 in Finance & Insurance (9,261 peers)

Spurmaxim, Inc. multi-year trail

Spurmaxim, Inc.'s plans moved -80.9% in assets from 2022 to 2024; this filing shows Spurmaxim, Inc. Employee Stock Ownership Plan and Trust at $407K / 1 participant.

#960
in Finance & Insurance (9,261 peers)
-29.5%
assets change YoY

The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$406,967 16th percentile higher than 16% 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

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spurmaxim, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 363897797 · Spurmaxim, Inc. PY 2022 · ESOP

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust · $407K · 1 · 16th

  • RANK $407K
  • PHOTO 1
  • IND 16th
  • EOY ESOP
  • 5500 near Compressed Air Power Employee Stock Ownership Plan
  • ASSETS ind #960

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 Illinois →

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Spurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$407KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$406KAmende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$406KChange Parts, Inc. Employee Stock Ownership PlanChange Parts, Inc. Employee …$406KWaterfront Lumber Company, Inc. Employee Stock Ownership Plan and TrustWaterfront Lumber Company, I…$406K
End-of-year total assets ($M) among Spurmaxim, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Spurmaxim, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spurmaxim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78K 80.87486208955518% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.41M $0.08M ▼ -80.5%
Year Plans Participants Total Assets
2022 1 1 $407K
2023 1 1 $13K
2024 1 1 $78K

Spurmaxim, Inc. filing trail (2022)

Total Assets (Beginning of Year)$577K
Net Assets (End of Year)$407K
Net Income-$170K
Employer EIN363897797
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Spurmaxim, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000406967 · Participants: 1Spurmaxim, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Spurmaxim, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($406K); by covered participants it is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Spurmaxim, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 29.5% during 2022, from $577K to $407K. Reported net income was -$170K.
How have Spurmaxim, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spurmaxim, Inc.'s sponsor-wide assets declined 80.9%, from $407K to $78K.
Where does Spurmaxim, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Spurmaxim, Inc. Employee Stock Ownership Plan and Trust ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Spurmaxim, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($406K, 14 participants).
Which ESOP plans cover a similar participant headcount to Spurmaxim, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant, $628K 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 363897797.

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.