ESOP · DOL Form 5500 · 2023
Spencer's Air Conditioning & Appliance, Inc. ESOP
Data updated 2026-08-25
- $313M
- Total assets Above avg plan size
- 253
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · Sponsored by Spencer's Air Conditioning & Appliance, Inc. · Arizona · Retail Trade
$313M in assets, 253 participants
Spencer's Air Conditioning & Appliance, Inc.'s Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported $313M in total assets and 253 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.
- #8,224 in Retail Trade (8,414 peers)
Coverage in Arizona
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan covers 253 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $313M.
- #8,224
- in Retail Trade (8,414 peers)
- +1.4%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's outsized position by total assets
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$313,228,026 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan 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. Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (253 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported net income fell from $57M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported participants rose from 235 in the plan year 2022 filing to 253 in the plan year 2023 filing.
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $309M in the plan year 2022 filing to $313M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860292380 · Spencer's Air Conditioning & Appliance, Inc. PY 2023 · ESOP
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · $313M · 253 · 96th
- TYPE $313M
- NET 253
- BOOK 96th
- VS-ST ESOP
- BOY near Emery Sapp Employee Stock Ownership Plan
- SCH ind #8224
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 Arizona →
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $309M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | -$8M |
| Employer EIN | 860292380 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer's Air Conditioning & Appliance, Inc.)
Sponsor-wide plan assets over time
All Spencer's Air Conditioning & Appliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 34.17669616247561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 488 | $327M |
| 2023 | 2 | 505 | $334M |
| 2024 | 2 | 526 | $438M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
- Rvr Employee Stock Ownership Plan $161M · 136
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Emery Sapp Employee Stock Ownership Plan in MO ($313M); by covered participants it is Argi Holdings, Inc. Employee Stock Ownership Plan in KY (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($313M here).
- Emery Sapp Employee Stock Ownership Plan (MO) $313M · 1,947
- Wausau Supply Company Employee Stock Ownership Plan (WI) $315M · 808
- Locke Supply Co. Employee Stock Ownership Plan (OK) $311M · 1,300
- Mathematica Group Holding Inc. Employee Stock Ownership Plan (NJ) $309M · 1,571
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
- Argi Holdings, Inc. Employee Stock Ownership Plan (KY) 253 · 0 off
- Kta-Tator Inc, Employee Stock Ownership Plan (PA) 252 · 1 off
- Fema Corporation Employee Stock Ownership Plan (MI) 252 · 1 off
- Anderson Fabrics, Inc. ESOP (MN) 254 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.