ESOP · DOL Form 5500 · 2023
Locke Supply Co. ESOP
Data updated 2026-08-11
- $311M
- Total assets
- 1,300
- Participants
- 96th
- Percentile by assets
- $238,896
- Avg per participant
Official DOL plan name: Locke Supply Co. Employee Stock Ownership Plan · Sponsored by Locke Supply Co. · Oklahoma · Wholesale Trade
$311M in assets, 1,300 participants
Locke Supply Co.'s Locke Supply Co. Employee Stock Ownership Plan reported $311M in total assets and 1,300 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,143 in Wholesale Trade (6,309 peers)
Where Locke Supply Co. Employee Stock Ownership Plan sits by assets
Locke Supply Co. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $311M for 1,300 participants (~$238,896/participant), up 6.6% in 2023.
- $311M
- total plan assets (2023 EOY)
- 1,300
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $238,896
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Locke Supply Co. Employee Stock Ownership Plan reported net income fell from $25M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Locke Supply Co. Employee Stock Ownership Plan reported participants rose from 1,040 in the plan year 2022 filing to 1,300 in the plan year 2023 filing.
- Locke Supply Co. Employee Stock Ownership Plan end-of-year assets rose from $291M in the plan year 2022 filing to $311M in the plan year 2023 filing.
Locke Supply Co. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Locke Supply Co. Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $3M |
| Employer EIN | 730689366 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Locke Supply Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,211 | $317M |
| 2023 | 2 | 2,618 | $342M |
| 2024 | 2 | 2,793 | $331M |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
Locke Supply Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
- 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
- Reasor's Holding Company Employee Stock Ownership Plan $79M · N/A
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Locke Supply Co. Employee Stock Ownership Plan by total assets, not by location.
- Mathematica Group Holding Inc. Employee Stock Ownership Plan (NJ) $309M · 1,571
- Emery Sapp Employee Stock Ownership Plan (MO) $313M · 1,947
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan (AZ) $313M · 253
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (IL) $308M · 1,774
Frequently Asked Questions
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Where does Locke Supply Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Locke Supply Co. Employee Stock Ownership Plan's numbers.
- By total assets, Locke Supply Co. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
- Locke Supply Co.'s sponsor-wide assets have grown 4.2% since 2022 across 3 plan years on file. More Wholesale Trade plans