ESOP · DOL Form 5500 · 2023
Speer Industries, Incorporated ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 42
- Participants
- 71st
- Percentile by assets
- $436,205
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 42
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $436,205
- avg assets per participant
Where Speer Industries Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Speer Industries, Incorporated across 3 plan years on file
Across the 3 plan years Speer Industries, Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 22.3%, while reported participants moved from 37 to 33 (-10.8%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).
Speer Industries, Incorporated multi-year asset trail
| 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 EIN | 311084477 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Speer Industries Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Speer Industries Employee Stock Ownership Plan's numbers.
- By total assets, Speer Industries Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Speer Industries, Incorporated's sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Construction plans