ESOP · DOL Form 5500 · 2023

Spaulding Brick Co., Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
33
Participants Small participant base
70th
Percentile by assets National rank
$532,467
Avg per participant High balance/head
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Official DOL plan name: Spaulding Brick Employee Stock Ownership Plan · Sponsored by Spaulding Brick Co., Inc. · Massachusetts · Wholesale Trade

$18M in assets, 33 participants

Spaulding Brick Co., Inc.'s Spaulding Brick Employee Stock Ownership Plan reported $18M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,184 in Wholesale Trade (6,309 peers)

Spaulding Brick Co., Inc. multi-year trail

Spaulding Brick Co., Inc.'s plans moved +43.0% in assets from 2022 to 2024; this filing shows Spaulding Brick Employee Stock Ownership Plan at $18M / 33 participants.

#4,184
in Wholesale Trade (6,309 peers)
+27.1%
assets growth YoY

Spaulding Brick Employee Stock Ownership Plan's outsized position by total assets

Spaulding Brick Employee Stock Ownership Plan vs every filed plan by assets

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

$17,571,396 Top 30% higher than 70% 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

Spaulding Brick 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. Spaulding Brick Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spaulding Brick Employee Stock Ownership Plan reported net income rose from $984K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spaulding Brick Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Spaulding Brick Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041203530 · Spaulding Brick Co., Inc. PY 2023 · ESOP

Spaulding Brick Employee Stock Ownership Plan · $18M · 33 · 70th

  • EOY $18M
  • 5500 33
  • ASSETS 70th
  • PCT ESOP
  • EIN near Brazos Paving, Inc. Employee Stock Ownership Plan
  • RANK ind #4184

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 Massachusetts →

Spaulding Brick Employee Stock Ownership Plan in the asset neighbourhood

Builtwell Bancorp, Inc. Employee Stock Ownership PlanBuiltwell Bancorp, Inc. Empl…$18MSpaulding Brick Employee Stock Ownership PlanSpaulding Brick Employee Sto…$18MBrazos Paving, Inc. Employee Stock Ownership PlanBrazos Paving, Inc. Employee…$18MOlum's of Binghamton, Inc. Employee Stock Ownership PlanOlum's of Binghamton, Inc. E…$18MPilot Point Bancorp, Inc. Employee Stock Ownership PlanPilot Point Bancorp, Inc. Em…$18M
End-of-year total assets ($M) among Spaulding Brick Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spaulding Brick Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spaulding Brick Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 42.95877196225186% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.8M $19.8M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 24 $14M
2023 1 33 $18M
2024 1 33 $20M

Spaulding Brick Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN041203530
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Spaulding Brick Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Spaulding Brick Employee Stock Ownership Plan, Total assets ($M): 17.571396 · Participants: 33Spaulding Brick Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Spaulding Brick Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Spaulding Brick Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Brazos Paving, Inc. Employee Stock Ownership Plan in TX ($18M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Spaulding Brick Employee Stock Ownership Plan assets move in 2023? ▼
Spaulding Brick Employee Stock Ownership Plan grew sharply - up 27.1% during 2023, from $14M to $18M. Reported net income was $4M.
How have Spaulding Brick Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spaulding Brick Co., Inc.'s sponsor-wide assets grew 43.0%, from $14M to $20M.
Which ESOP plans are similar in size to Spaulding Brick Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brazos Paving, Inc. Employee Stock Ownership Plan in TX ($18M, 101 participants).
Which ESOP plans cover a similar participant headcount to Spaulding Brick Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 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 041203530.

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.