ESOP · DOL Form 5500 · 2023

Site Supply, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
24
Participants Small participant base
62nd
Percentile by assets National rank
$485,810
Avg per participant High balance/head
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Official DOL plan name: Site Supply Employee Stock Ownership Plan · Sponsored by Site Supply, Inc. · Ohio · Wholesale Trade

$12M in assets, 24 participants

Site Supply, Inc.'s Site Supply Employee Stock Ownership Plan reported $12M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,451 in Wholesale Trade (6,309 peers)

Site Supply, Inc. multi-year trail

Site Supply, Inc.'s plans moved +339.2% in assets from 2022 to 2024; this filing shows Site Supply Employee Stock Ownership Plan at $12M / 24 participants.

#3,451
in Wholesale Trade (6,309 peers)
+60.6%
assets growth YoY

Site Supply Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Site Supply Employee Stock Ownership Plan vs every filed plan by assets

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

$11,659,429 Top 38% higher than 62% 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

Site Supply 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. Site Supply Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Site Supply Employee Stock Ownership Plan reported net income rose from -$819K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Site Supply Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Site Supply Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311350146 · Site Supply, Inc. PY 2023 · ESOP

Site Supply Employee Stock Ownership Plan · $12M · 24 · 62nd

  • BOOK $12M
  • BOOK 24
  • BOOK 62nd
  • BOOK ESOP
  • BOOK near Kaestle Boos Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #3451

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 Ohio →

Site Supply Employee Stock Ownership Plan in the asset neighbourhood

Onex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$12MSite Supply Employee Stock Ownership PlanSite Supply Employee Stock O…$12MKaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$12MTranshumance Employee Stock Ownership PlanTranshumance Employee Stock …$12MDellinger, Inc. Employee Stock Ownership PlanDellinger, Inc. Employee Sto…$12M
End-of-year total assets ($M) among Site Supply Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Site Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Site Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 339.2006611570248% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.26M $31.9M ▲ +339.3%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 24 $12M
2024 1 27 $32M

Site Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$5M
Employer EIN311350146
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Site Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Site Supply Employee Stock Ownership Plan, Total assets ($B): 0.011659429 · Participants: 24Site Supply Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Site Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Site Supply Employee Stock Ownership Plan side-by-side with 3 peers →

Site Supply Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in CT ($12M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

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 Site Supply Employee Stock Ownership Plan assets move in 2023? ▼
Site Supply Employee Stock Ownership Plan surged - up 60.6% during 2023, from $7M to $12M. Reported net income was $5M.
How have Site Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Site Supply, Inc.'s sponsor-wide assets grew 339.2%, from $7M to $32M.
Which ESOP plans are similar in size to Site Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in CT ($12M, 64 participants).
Which ESOP plans cover a similar participant headcount to Site Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 311350146.

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.