ESOP · DOL Form 5500 · 2023

Speer Industries, Incorporated ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
42
Participants Small participant base
71st
Percentile by assets National rank
$436,205
Avg per participant High balance/head
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Official DOL plan name: Speer Industries Employee Stock Ownership Plan · Sponsored by Speer Industries, Incorporated · Ohio · Construction

$18M in assets, 42 participants

Speer Industries, Incorporated's Speer Industries Employee Stock Ownership Plan reported $18M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,293 in Construction (9,030 peers)

Speer Industries, Incorporated multi-year trail

Speer Industries, Incorporated's plans moved +22.3% in assets from 2022 to 2024; this filing shows Speer Industries Employee Stock Ownership Plan at $18M / 42 participants.

#6,293
in Construction (9,030 peers)
+8.3%
assets growth YoY

Speer Industries Employee Stock Ownership Plan's outsized position by total assets

Speer Industries Employee Stock Ownership Plan vs every filed plan by assets

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

$18,320,623 Top 29% higher than 71% 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

Speer Industries 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. Speer Industries Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Speer Industries Employee Stock Ownership Plan reported net income rose from $817K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Speer Industries Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Speer Industries Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311084477 · Speer Industries, Incorporated PY 2023 · ESOP

Speer Industries Employee Stock Ownership Plan · $18M · 42 · 71st

  • TYPE $18M
  • TYPE 42
  • TYPE 71st
  • TYPE ESOP
  • TYPE near Jocott Brands, Inc. Employee Stock Ownership Plan
  • TYPE ind #6293

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 →

Speer Industries Employee Stock Ownership Plan in the asset neighbourhood

Winbco Tank Company Employee Stock Ownership PlanWinbco Tank Company Employee…$18MThe Hartwell Corporation Employee Stock Ownership PlanThe Hartwell Corporation Emp…$18MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$18MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$18MVr Systems, Inc. Employee Stock Ownership PlanVr Systems, Inc. Employee St…$18M
End-of-year total assets ($M) among Speer Industries Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Speer Industries, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Speer Industries, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.306743653173655% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $20.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 42 $18M
2024 1 33 $21M

Speer Industries, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN311084477
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Speer Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Speer Industries Employee Stock Ownership Plan, Total assets ($B): 0.018320623 · Participants: 42Speer Industries Employee Stock Ownership PlanProcter & 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
Speer Industries Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Speer Industries Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Jocott Brands, Inc. Employee Stock Ownership Plan in CA ($18M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Speer Industries Employee Stock Ownership Plan assets move in 2023? ▼
Speer Industries Employee Stock Ownership Plan grew at a solid clip - up 8.3% during 2023, from $17M to $18M. Reported net income was $2M.
How have Speer Industries, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Speer Industries, Incorporated's sponsor-wide assets grew 22.3%, from $17M to $21M.
Which ESOP plans are similar in size to Speer Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jocott Brands, Inc. Employee Stock Ownership Plan in CA ($18M, 51 participants).
Which ESOP plans cover a similar participant headcount to Speer Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 311084477.

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.