ESOP · DOL Form 5500 · 2023
Site Supply, Inc. ESOP
Data updated 2026-08-11
- $12M
- Total assets
- 24
- Participants
- 62nd
- Percentile by assets
- $485,810
- Avg per participant
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.
- 62nd percentile by assets (of 127,072 plans)
- #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.
- $12M
- total plan assets (2023 EOY)
- 24
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $485,810
- avg assets per participant
Where Site Supply Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Site Supply, Inc. across 3 plan years on file
Across the 3 plan years Site Supply, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $32M, a gain of 339.2%, while reported participants moved from 23 to 27 (+17.4%). Peak year by sponsor assets: 2024 ($32M); trough: 2022 ($7M).
Site Supply, Inc. multi-year asset trail
| 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 EIN | 311350146 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Site Supply Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Site Supply Employee Stock Ownership Plan's numbers.
- By total assets, Site Supply Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Site Supply, Inc.'s sponsor-wide assets have grown 339.2% since 2022 across 3 plan years on file. More Wholesale Trade plans