ESOP · DOL Form 5500 · 2023

Specialty Equipment Sales Co. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$313,631
Avg per participant High balance/head
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Official DOL plan name: Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · Sponsored by Specialty Equipment Sales Co. · Ohio · Wholesale Trade

$7M in assets, 21 participants

Specialty Equipment Sales Co.'s Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported $7M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,474 in Wholesale Trade (6,309 peers)

Specialty Equipment Sales Co. multi-year trail

Specialty Equipment Sales Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust at $7M / 21 participants.

#2,474
in Wholesale Trade (6,309 peers)
+32.1%
assets growth YoY

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,586,246 Top 50% higher than 50% 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

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported net income rose from $853K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341600861 · Specialty Equipment Sales Co. PY 2023 · ESOP

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · $7M · 21 · 50th

  • EBSA $7M
  • PART 21
  • TYPE 50th
  • NET ESOP
  • BOOK near Imtra Corporation Employee Stock Ownership Plan
  • VS-ST ind #2474

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 →

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Specialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$7MImtra Corporation Employee Stock Ownership PlanImtra Corporation Employee S…$7MRedshaw Paint Supply, Inc. Employee Stock Ownership PlanRedshaw Paint Supply, Inc. E…$7MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$7MDahlin Group, Inc. Employee Stock Ownership PlanDahlin Group, Inc. Employee …$7M
End-of-year total assets ($M) among Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Specialty Equipment Sales Co. multi-year asset trail

Sponsor-wide plan assets over time

All Specialty Equipment Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.742901903908932% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.99M $5.62M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 21 $7M
2024 1 23 $6M

Specialty Equipment Sales Co. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN341600861
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006586246 · Participants: 21Specialty Equipment Sales Co. Employee Stock Ownership Plan and TrustProcter & 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
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Imtra Corporation Employee Stock Ownership Plan in MA ($7M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust surged - up 32.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Specialty Equipment Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Equipment Sales Co.'s sponsor-wide assets grew 12.7%, from $5M to $6M.
Which ESOP plans are similar in size to Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Imtra Corporation Employee Stock Ownership Plan in MA ($7M, 78 participants).
Which ESOP plans cover a similar participant headcount to Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 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 341600861.

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.