ESOP · DOL Form 5500 · 2023

The Equity Engineering Group, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
142
Participants Small participant base
80th
Percentile by assets National rank
$224,564
Avg per participant Above avg balance/head
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Official DOL plan name: The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Equity Engineering Group, Inc. · Ohio · Professional & Technical Services

$32M in assets, 142 participants

The Equity Engineering Group, Inc.'s The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported $32M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,385 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust covers 142 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

#16,385
in Professional & Technical Services (20,321 peers)
+40.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$31,888,133 Top 20% higher than 80% 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

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 132 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320430595 · The Equity Engineering Group, Inc. PY 2023 · ESOP

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · $32M · 142 · 80th

  • IND $32M
  • EOY 142
  • 5500 80th
  • ASSETS ESOP
  • PCT near Southern Air Incorporated Employee Stock Ownership Plan and Trust
  • EIN ind #16385

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 →

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Generant Company, Inc. Employee Stock Ownership PlanGenerant Company, Inc. Emplo…$32MMitchell/Martin Inc. Employee Stock Ownership PlanMitchell/Martin Inc. Employe…$32MAmerican Stock, Savings and Employee TrustAmerican Stock, Savings and …$32MSouthern Air Incorporated Employee Stock Ownership Plan and TrustSouthern Air Incorporated Em…$32MThe Equity Engineering Group, Inc. Employee Stock Ownership Plan and TrustThe Equity Engineering Group…$32M
End-of-year total assets ($M) among The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$10M
Employer EIN320430595
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Equity Engineering Group, Inc.)

Sponsor-wide plan assets over time

All The Equity Engineering Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 47.04533999492414% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.6M $58.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 302 $40M
2023 2 311 $53M
2024 2 342 $58M

Nearby ESOP Plans in Ohio

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

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.031888133 · Participants: 142The Equity Engineering Group, Inc. Employee Stock Ownership Plan and TrustProcter & 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
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($32M); by covered participants it is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust surged - up 40.7% during 2023, from $23M to $32M. Reported net income was $10M.
How have The Equity Engineering Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Equity Engineering Group, Inc.'s sponsor-wide assets grew 47.0%, from $40M to $58M.
Where does The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($32M, 587 participants).
Which ESOP plans cover a similar participant headcount to The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants, $39M 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 320430595.

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.