ESOP · DOL Form 5500 · 2024

Spiezle Group, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
86
Participants Small participant base
71st
Percentile by assets National rank
$247,099
Avg per participant Above avg balance/head
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Official DOL plan name: Spiezle Group, Inc. Employee Stock Ownership Plan · Sponsored by Spiezle Group, Inc. · New Jersey · Professional & Technical Services

$21M in assets, 86 participants

Spiezle Group, Inc.'s Spiezle Group, Inc. Employee Stock Ownership Plan reported $21M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,282 in Professional & Technical Services (20,173 peers)

Spiezle Group, Inc. multi-year trail

Spiezle Group, Inc.'s plans moved +96.0% in assets from 2022 to 2024; this filing shows Spiezle Group, Inc. Employee Stock Ownership Plan at $21M / 86 participants.

#14,282
in Professional & Technical Services (20,173 peers)
+39.5%
assets growth YoY

Spiezle Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Spiezle Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,250,477 Top 29% higher than 71% of 123,620 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 2024

Spiezle Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiezle Group, Inc. Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spiezle Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Spiezle Group, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Spiezle Group, Inc. Employee Stock Ownership Plan reported participants rose from 82 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231937152 · Spiezle Group, Inc. PY 2024 · ESOP

Spiezle Group, Inc. Employee Stock Ownership Plan · $21M · 86 · 71st

  • PCT $21M
  • EIN 86
  • RANK 71st
  • PHOTO ESOP
  • IND near Agm Container Controls, Inc. Employee Stock Ownership Plan
  • EOY ind #14282

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 New Jersey →

Spiezle Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Duncan Bolt Employee Stock Ownership PlanDuncan Bolt Employee Stock O…$21MSpiezle Group, Inc. Employee Stock Ownership PlanSpiezle Group, Inc. Employee…$21MAgm Container Controls, Inc. Employee Stock Ownership PlanAgm Container Controls, Inc.…$21MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$21MPmg, Inc. Employee Stock Ownership PlanPmg, Inc. Employee Stock Own…$21M
End-of-year total assets ($M) among Spiezle Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Spiezle Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spiezle Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 95.97949980151071% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $14.6M $28.6M ▲ +95.9%
Year Plans Participants Total Assets
2022 2 164 $15M
2023 2 181 $21M
2024 2 191 $29M

Spiezle Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN231937152
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Spiezle Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Spiezle Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.250477 · Participants: 86Spiezle Group, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Spiezle Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Spiezle Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Agm Container Controls, Inc. Employee Stock Ownership Plan in AZ ($21M); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spiezle Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Spiezle Group, Inc. Employee Stock Ownership Plan surged - up 39.5% during 2024, from $15M to $21M. Reported net income was $6M.
How have Spiezle Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spiezle Group, Inc.'s sponsor-wide assets grew 96.0%, from $15M to $29M.
Which ESOP plans are similar in size to Spiezle Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Agm Container Controls, Inc. Employee Stock Ownership Plan in AZ ($21M, 109 participants).
Which ESOP plans cover a similar participant headcount to Spiezle Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231937152.

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.