ESOP · DOL Form 5500 · 2023

S.P.E.P. Acquisition Corp. ESOP

Data updated 2026-08-25

$106M
Total assets Near avg plan size
84
Participants Small participant base
92nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Sierra Pacific Engineering & Products Employee Stock Ownership Plan · Sponsored by S.P.E.P. Acquisition Corp. · California · Wholesale Trade

$106M in assets, 84 participants

S.P.E.P. Acquisition Corp.'s Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported $106M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,885 in Wholesale Trade (6,309 peers)

Where Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits by assets

Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $106M for 84 participants (~$1.3M/participant), up 24.5% in 2023.

#5,885
in Wholesale Trade (6,309 peers)
+24.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Sierra Pacific Engineering & Products Employee Stock Ownership Plan's outsized position by total assets

Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,463,959 Top 8% higher than 92% of 127,068 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 2023

Sierra Pacific Engineering & Products Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Pacific Engineering & Products Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported net income rose from $12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Sierra Pacific Engineering & Products Employee Stock Ownership Plan end-of-year assets rose from $86M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported participants rose from 79 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330596868 · S.P.E.P. Acquisition Corp. PY 2023 · ESOP

Sierra Pacific Engineering & Products Employee Stock Ownership Plan · $106M · 84 · 92nd

  • VS-ST $106M
  • VS-ST 84
  • VS-ST 92nd
  • VS-ST ESOP
  • VS-ST near Amboy Bancorporation Employee Stock Ownership Plan
  • VS-ST ind #5885

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 California →

Sierra Pacific Engineering & Products Employee Stock Ownership Plan in the asset neighbourhood

Pinnacle Solutions, Inc. Employee Stock Ownership PlanPinnacle Solutions, Inc. Emp…$107MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$107MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$107MSierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$106MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$106M
End-of-year total assets ($M) among Sierra Pacific Engineering & Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$103M
Net Income$21M
Employer EIN330596868
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.P.E.P. Acquisition Corp.)

Sponsor-wide plan assets over time

All S.P.E.P. Acquisition Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 36.35621663379943% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.5M $117M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 79 $86M
2023 1 84 $106M
2024 1 94 $117M

Nearby ESOP Plans in California

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

Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sierra Pacific Engineering & Products Employee Stock Ownership Plan, Total assets ($B): 0.106463959 · Participants: 84Sierra Pacific Engineering & Products Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sierra Pacific Engineering & Products Employee Stock Ownership Plan side-by-side with 3 peers →

Sierra Pacific Engineering & Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($107M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sierra Pacific Engineering & Products Employee Stock Ownership Plan assets move in 2023? ▼
Sierra Pacific Engineering & Products Employee Stock Ownership Plan grew sharply - up 24.5% during 2023, from $86M to $106M. Reported net income was $21M.
How have S.P.E.P. Acquisition Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.P.E.P. Acquisition Corp.'s sponsor-wide assets grew 36.4%, from $86M to $117M.
Where does Sierra Pacific Engineering & Products Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sierra Pacific Engineering & Products Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sierra Pacific Engineering & Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($107M, 193 participants).
Which ESOP plans cover a similar participant headcount to Sierra Pacific Engineering & Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330596868.

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.