ESOP · DOL Form 5500 · 2023

Spinnaker Holding Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
35th
Percentile by assets National rank
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Official DOL plan name: Spinnaker Holding, Inc. Employee Stock Ownership Plan · Sponsored by Spinnaker Holding Inc. · Ohio · Manufacturing

$3M in assets, N/A participants

Spinnaker Holding Inc.'s Spinnaker Holding, Inc. Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,449 in Manufacturing (18,722 peers)

Spinnaker Holding Inc. multi-year trail

Spinnaker Holding Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Spinnaker Holding, Inc. Employee Stock Ownership Plan at $3M / N/A participants.

#3,449
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY

Spinnaker Holding, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Spinnaker Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,791,200 35th percentile higher than 35% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spinnaker Holding, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Spinnaker Holding, Inc. Employee Stock Ownership Plan reported participants fell from 207 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Spinnaker Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454227859 · Spinnaker Holding Inc. PY 2023 · ESOP

Spinnaker Holding, Inc. Employee Stock Ownership Plan · $3M · N/A · 35th

  • PCT $3M
  • EIN N/A
  • RANK 35th
  • PHOTO ESOP
  • IND near American Art Resources Employee Stock Ownership Plan
  • EOY ind #3449

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 →

Spinnaker Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lawson Roofing Co., Inc. Employee Stock Ownership PlanLawson Roofing Co., Inc. Emp…$3MSpinnaker Holding, Inc. Employee Stock Ownership PlanSpinnaker Holding, Inc. Empl…$3MAmerican Art Resources Employee Stock Ownership PlanAmerican Art Resources Emplo…$3MMr. C Refrigeration, Inc. Employee Stock Ownership Plan and TrustMr. C Refrigeration, Inc. Em…$3MBest Mexican Foods, Inc. Employee Stock Ownership PlanBest Mexican Foods, Inc. Emp…$3M
End-of-year total assets ($M) among Spinnaker Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spinnaker Holding Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spinnaker Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.756881886192028% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.58M $2.96M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 447 $3M
2023 1 N/A $3M
2024 1 N/A $3M

Spinnaker Holding Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$207K
Employer EIN454227859
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Spinnaker Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Spinnaker Holding, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0027912 · Participants: 0Spinnaker Holding, Inc. 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
Spinnaker Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Spinnaker Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Spinnaker Holding, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Ohio, the nearest ESOP by end-of-year assets is American Art Resources Employee Stock Ownership Plan in TX at $3M (this filing: $3M).

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 Spinnaker Holding, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Spinnaker Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $3M to $3M. Reported net income was $207K.
How have Spinnaker Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spinnaker Holding Inc.'s sponsor-wide assets grew 14.8%, from $3M to $3M.
Which ESOP plans are similar in size to Spinnaker Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Art Resources Employee Stock Ownership Plan in TX ($3M, 13 participants).

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 454227859.

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.