ESOP · DOL Form 5500 · 2023

Engineered Equipment Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
44
Participants Small participant base
64th
Percentile by assets National rank
$296,662
Avg per participant High balance/head
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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.

  • #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.

#5,672
in Construction (9,030 peers)
+1.1%
assets growth YoY

Engineered Equipment Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Engineered Equipment Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,053,134 Top 36% higher than 64% 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

Engineered Equipment Inc. 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. Engineered Equipment Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731603343 · Engineered Equipment Inc. PY 2023 · ESOP

Engineered Equipment Inc. Employee Stock Ownership Plan · $13M · 44 · 64th

  • BOOK $13M
  • BOOK 44
  • BOOK 64th
  • BOOK ESOP
  • BOOK near G.a.P. Holding Company, Inc. Employee Stock Ownership Plan
  • BOOK ind #5672

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 Oklahoma →

Engineered Equipment Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rdw Holdings Corp. Employee Stock Ownership PlanRdw Holdings Corp. Employee …$13MEngineered Equipment Inc. Employee Stock Ownership PlanEngineered Equipment Inc. Em…$13MG.a.P. Holding Company, Inc. Employee Stock Ownership PlanG.a.P. Holding Company, Inc.…$13MThe Bank of Greene County Employee Stock Ownership PlanThe Bank of Greene County Em…$13MPark Engineering Employee Stock Ownership PlanPark Engineering Employee St…$13M
End-of-year total assets ($M) among Engineered Equipment Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Engineered Equipment Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Engineered Equipment Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 95.89457675716318% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $25.8M $1.06M ▼ -95.9%
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 EIN731603343
Plan Effective Date2012-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Engineered Equipment Inc. Employee Stock Ownership Plan, Total assets ($M): 13.053134 · Participants: 44Engineered Equipment Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Engineered Equipment Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Engineered Equipment Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Engineered Equipment Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is G.a.P. Holding Company, Inc. Employee Stock Ownership Plan in PA ($13M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Engineered Equipment Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Engineered Equipment Inc. Employee Stock Ownership Plan edged up modestly - up 1.1% during 2023, from $13M to $13M. Reported net income was $7M.
How have Engineered Equipment Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineered Equipment Inc.'s sponsor-wide assets declined 95.9%, from $26M to $1M.
Which ESOP plans are similar in size to Engineered Equipment Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G.a.P. Holding Company, Inc. Employee Stock Ownership Plan in PA ($13M, 160 participants).
Which ESOP plans cover a similar participant headcount to Engineered Equipment Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants, $6M 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 731603343.

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.