ESOP · DOL Form 5500 · 2023
Engineered Equipment Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 44
- Participants
- 64th
- Percentile by assets
- $296,662
- Avg per participant
Official DOL plan name: Engineered Equipment Inc. Employee Stock Ownership Plan · Sponsored by Engineered Equipment Inc. · Oklahoma · Construction
$13M in assets, 44 participants
Engineered Equipment Inc.'s Engineered Equipment Inc. Employee Stock Ownership Plan reported $13M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #5,672 in Construction (9,030 peers)
Engineered Equipment Inc. multi-year trail
Engineered Equipment Inc.'s plans moved -95.9% in assets from 2022 to 2024; this filing shows Engineered Equipment Inc. Employee Stock Ownership Plan at $13M / 44 participants.
- $13M
- total plan assets (2023 EOY)
- 44
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $296,662
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Engineered Equipment Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Engineered Equipment Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 44 in the plan year 2023 filing.
- Engineered Equipment Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Engineered Equipment Inc. across 3 plan years on file
Across the 3 plan years Engineered Equipment Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $26M to $1M, a decline of 95.9%, while reported participants moved from 80 to 42 (-47.5%). Peak year by sponsor assets: 2023 ($26M); trough: 2024 ($1M).
Engineered Equipment Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 80 | $26M |
| 2023 | 2 | 85 | $26M |
| 2024 | 1 | 42 | $1M |
Engineered Equipment Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $7M |
| Employer EIN | 731603343 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
Engineered Equipment Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
- Locke Supply Co. Employee Stock Ownership Plan $311M · 1,300
- International Chemical Company Employee Stock Ownership Plan $232M · 62
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $155M · 1,305
- Bancfirst Corporation Employee Stock Ownership Plan $147M · 1,631
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $118M · 132
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Engineered Equipment Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Engineered Equipment Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Engineered Equipment Inc. 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 Oklahoma. Compare plans
- Engineered Equipment Inc.'s sponsor-wide assets have declined 95.9% since 2022 across 3 plan years on file. More Construction plans