ESOP · DOL Form 5500 · 2023

Sperry & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
37
Participants Small participant base
35th
Percentile by assets National rank
$77,737
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sperry & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sperry & Associates, Inc. · Florida · Construction

$3M in assets, 37 participants

Sperry & Associates, Inc.'s Sperry & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,984 in Construction (9,030 peers)

What the 2023 filing shows

Sperry & Associates, Inc. Employee Stock Ownership Plan holds $3M for 37 participants - about $77,737 per participant, in the lower half of filed plans by assets.

#2,984
in Construction (9,030 peers)
+7.3%
assets growth YoY

Sperry & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Sperry & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,876,261 35th percentile higher than 35% 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

Sperry & Associates, Inc. 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. Sperry & Associates, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sperry & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$82K in the plan year 2022 filing to $196K in the plan year 2023 filing.
  • Sperry & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Sperry & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591481055 · Sperry & Associates, Inc. PY 2023 · ESOP

Sperry & Associates, Inc. Employee Stock Ownership Plan · $3M · 37 · 35th

  • PCT $3M
  • PCT 37
  • PCT 35th
  • PCT ESOP
  • PCT near Heirloom Traditions Paint Employee Stock Ownership Plan
  • PCT ind #2984

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 Florida →

Sperry & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sperry & Associates, Inc. Employee Stock Ownership PlanSperry & Associates, Inc. Em…$3MSun Machinery Company, Inc ESOPSun Machinery Company, Inc E…$3MWayne Bank Employee Stock Ownership PlanWayne Bank Employee Stock Ow…$3MHeirloom Traditions Paint Employee Stock Ownership PlanHeirloom Traditions Paint Em…$3MSf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3M
End-of-year total assets ($M) among Sperry & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$196K
Employer EIN591481055
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sperry & Associates, Inc.)

Sponsor-wide plan assets over time

All Sperry & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 80 $4M
2023 2 74 $4M
2024 1 37 N/A

Nearby ESOP Plans in Florida

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

Sperry & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Sperry & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002876261 · Participants: 37Sperry & Associates, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Sperry & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sperry & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sperry & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Heirloom Traditions Paint Employee Stock Ownership Plan in KY ($3M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Sperry & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sperry & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.3% during 2023, from $3M to $3M. Reported net income was $196K.
Which ESOP plans are similar in size to Sperry & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heirloom Traditions Paint Employee Stock Ownership Plan in KY ($3M, 17 participants).
Which ESOP plans cover a similar participant headcount to Sperry & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 591481055.

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.