ESOP · DOL Form 5500 · 2023

Spencer Enterprises, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
17
Participants Small participant base
52nd
Percentile by assets National rank
$428,002
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spencer Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Spencer Enterprises, Inc. · Oklahoma · Construction

$7M in assets, 17 participants

Spencer Enterprises, Inc.'s Spencer Enterprises, Inc. Employee Stock Ownership Plan reported $7M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,520 in Construction (9,030 peers)

Spencer Enterprises, Inc. multi-year trail

Spencer Enterprises, Inc.'s plans moved +86.6% in assets from 2022 to 2024; this filing shows Spencer Enterprises, Inc. Employee Stock Ownership Plan at $7M / 17 participants.

#4,520
in Construction (9,030 peers)
+43.1%
assets growth YoY

Spencer Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,276,040 Top 48% higher than 52% 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

Spencer Enterprises, 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. Spencer Enterprises, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from $360K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spencer Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Spencer Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731462290 · Spencer Enterprises, Inc. PY 2023 · ESOP

Spencer Enterprises, Inc. Employee Stock Ownership Plan · $7M · 17 · 52nd

  • BOY $7M
  • SCH 17
  • EBSA 52nd
  • PART ESOP
  • TYPE near Gotham Per Diem, Inc. Employee Stock Ownership Plan
  • NET ind #4520

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 →

Spencer Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$7MD Square Construction, LLC Employee Stock Ownership PlanD Square Construction, LLC E…$7MGotham Per Diem, Inc. Employee Stock Ownership PlanGotham Per Diem, Inc. Employ…$7MBivar, Inc. Employee Stock Ownership PlanBivar, Inc. Employee Stock O…$7MMonroe Rubber & Plastic, Inc. Employee Stock Ownership PlanMonroe Rubber & Plastic, Inc…$7M
End-of-year total assets ($M) among Spencer Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spencer Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 86.58172023216699% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.08M $9.49M ▲ +86.8%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 17 $7M
2024 1 18 $9M

Spencer Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN731462290
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Spencer Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.27604 · Participants: 17Spencer Enterprises, 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
Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Spencer Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Spencer Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Gotham Per Diem, Inc. Employee Stock Ownership Plan in NY ($7M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Spencer Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Spencer Enterprises, Inc. Employee Stock Ownership Plan surged - up 43.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Spencer Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Enterprises, Inc.'s sponsor-wide assets grew 86.6%, from $5M to $9M.
Which ESOP plans are similar in size to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gotham Per Diem, Inc. Employee Stock Ownership Plan in NY ($7M, 375 participants).
Which ESOP plans cover a similar participant headcount to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A 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 731462290.

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.