ESOP · DOL Form 5500 · 2022

Equipment & Controls, Inc. ESOP

Data updated 2026-08-25

$67M
Total assets Below avg plan size
232
Participants Below avg headcount
90th
Percentile by assets National rank
$287,464
Avg per participant High balance/head
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Official DOL plan name: Equipment & Controls, Inc. Employee Stock Savings Plan · Sponsored by Equipment & Controls, Inc. · Pennsylvania · Management of Enterprises

$67M in assets, 232 participants

Equipment & Controls, Inc.'s Equipment & Controls, Inc. Employee Stock Savings Plan reported $67M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #886 in Management of Enterprises (1,193 peers)

Coverage in Pennsylvania

Equipment & Controls, Inc. Employee Stock Savings Plan covers 232 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $67M.

#886
in Management of Enterprises (1,193 peers)
+11.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Equipment & Controls, Inc. Employee Stock Savings Plan's outsized position by total assets

Equipment & Controls, Inc. Employee Stock Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$66,691,565 Top 10% higher than 90% of 139,123 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 2022

Equipment & Controls, Inc. Employee Stock Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equipment & Controls, Inc. Employee Stock Savings Plan sits mid-pack in the medium band (232 participants).

EBSA filing schedule strip

Filing strip 251234311 · Equipment & Controls, Inc. PY 2022 · ESOP

Equipment & Controls, Inc. Employee Stock Savings Plan · $67M · 232 · 90th

  • NET $67M
  • BOOK 232
  • VS-ST 90th
  • BOY ESOP
  • SCH near Klj Solutions Co Employee Stock Ownership Plan
  • EBSA ind #886

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 Pennsylvania →

Equipment & Controls, Inc. Employee Stock Savings Plan in the asset neighbourhood

Equipment & Controls, Inc. Employee Stock Savings PlanEquipment & Controls, Inc. E…$67MKlj Solutions Co Employee Stock Ownership PlanKlj Solutions Co Employee St…$67MHargrove Holding Company, Inc. Teammate Stock Ownership PlanHargrove Holding Company, In…$66MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$66MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$66M
End-of-year total assets ($M) among Equipment & Controls, Inc. Employee Stock Savings Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN251234311
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equipment & Controls, Inc.)

Sponsor-wide plan assets over time

All Equipment & Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$166M 33.72786036961323% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $124M $166M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 520 $124M
2023 2 561 $147M
2024 2 615 $166M

Nearby ESOP Plans in Pennsylvania

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

Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Equipment & Controls, Inc. Employee Stock Savings Plan, Total assets ($B): 0.066691565 · Participants: 232Equipment & Controls, Inc. Employee Stock Savings PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Equipment & Controls, Inc. Employee Stock Savings Plan side-by-side with 3 peers →

Equipment & Controls, Inc. Employee Stock Savings Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Klj Solutions Co Employee Stock Ownership Plan in ND ($67M); by covered participants it is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equipment & Controls, Inc. Employee Stock Savings Plan assets move in 2022? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan grew at a solid clip - up 11.6% during 2022, from $60M to $67M. Reported net income was $7M.
How have Equipment & Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equipment & Controls, Inc.'s sponsor-wide assets grew 33.7%, from $124M to $166M.
Where does Equipment & Controls, Inc. Employee Stock Savings Plan rank by assets among Form 5500 filers? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by assets is Klj Solutions Co Employee Stock Ownership Plan in ND ($67M, 460 participants).
Which ESOP plans cover a similar participant headcount to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (232 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251234311.

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.