ESOP · DOL Form 5500 · 2022

Spencer Enterprises, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
51st
Percentile by assets National rank
$317,789
Avg per participant High balance/head
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Official DOL plan name: Spencer Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Spencer Enterprises, Inc. · Oklahoma · Construction

$5M in assets, 16 participants

Spencer Enterprises, Inc.'s Spencer Enterprises, Inc. Employee Stock Ownership Plan reported $5M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,966 in Construction (9,927 peers)

Spencer Enterprises, Inc. multi-year trail

Spencer Enterprises, Inc.'s plans moved +86.6% in assets from 2022 to 2024; this filing shows Spencer Enterprises, Inc. Employee Stock Ownership Plan at $5M / 16 participants.

#4,966
in Construction (9,927 peers)
+7.6%
assets growth YoY

Spencer Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,084,616 Top 49% higher than 51% 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 Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Enterprises, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 731462290 · Spencer Enterprises, Inc. PY 2022 · ESOP

Spencer Enterprises, Inc. Employee Stock Ownership Plan · $5M · 16 · 51st

  • BOY $5M
  • SCH 16
  • EBSA 51st
  • PART ESOP
  • TYPE near Bepc, Incorporated Employee Stock Ownership Plan
  • NET ind #4966

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 Oklahoma →

Spencer Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hurt & Proffitt, Inc. Employee Stock Ownership PlanHurt & Proffitt, Inc. Employ…$5MCorn Island Shipyard Employee Stock Ownership PlanCorn Island Shipyard Employe…$5MSpencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$5MBepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$5MThe Bank of Tescott Employee Stock Ownership Plan and TrustThe Bank of Tescott Employee…$5M
End-of-year total assets ($M) among Spencer Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Spencer Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 86.58172023216699% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.08M $9.49M ▲ +86.8%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 17 $7M
2024 1 18 $9M

Spencer Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$360K
Employer EIN731462290
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Spencer Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.084616 · Participants: 16Spencer Enterprises, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Spencer Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($5M); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Spencer Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2022, from $5M to $5M. Reported net income was $360K.
How have Spencer Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Enterprises, Inc.'s sponsor-wide assets grew 86.6%, from $5M to $9M.
Which ESOP plans are similar in size to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($5M, 174 participants).
Which ESOP plans cover a similar participant headcount to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants, N/A 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 731462290.

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.