ESOP · DOL Form 5500 · 2024

Spinnaker Holding Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 34th
Percentile by assets National rank

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Official DOL plan name: Spinnaker Holding, Inc. Employee Stock Ownership Plan · Sponsored by Spinnaker Holding Inc. · Ohio · Manufacturing

$3M in assets, N/A participants

Spinnaker Holding Inc.'s Spinnaker Holding, Inc. Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#3,123 in Manufacturing (17,777 peers)

Spinnaker Holding Inc. multi-year trail

Spinnaker Holding Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Spinnaker Holding, Inc. Employee Stock Ownership Plan at $3M / N/A participants.

#3,123
in Manufacturing (17,777 peers): +6.2%
assets growth YoY

Spinnaker Holding, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Spinnaker Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,964,977 34th percentile higher than 34% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Spinnaker Holding, Inc. Employee Stock Ownership Plan reported net income fell from $207K in the plan year 2023 filing to $174K in the plan year 2024 filing.
Spinnaker Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 454227859 · Spinnaker Holding Inc. PY 2024 · ESOP

Spinnaker Holding, Inc. Employee Stock Ownership Plan · $3M · N/A · 34th

NET $3M
BOOK N/A
VS-ST 34th
BOY ESOP
SCH near Intracoastal Bank Employee Stock Ownership Plan
EBSA ind #3123

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 →

End-of-year total assets ($M) among Spinnaker Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Spinnaker Holding Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 14.756881886192028% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	447	$3M
2023	1	N/A	$3M
2024	1	N/A	$3M

Spinnaker Holding Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$174K
Employer EIN	454227859
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Ohio

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

Spinnaker Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Messer Inc. Employee Stock Ownership Plan $696M · 903
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415

Compare Spinnaker Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Spinnaker Holding, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Ohio, the nearest ESOP by end-of-year assets is Intracoastal Bank Employee Stock Ownership Plan in FL at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Intracoastal Bank Employee Stock Ownership Plan (FL) $3M · 43
Cutler Repaving, Inc. Employee Stock Ownership Plan (KS) $3M · 80
Daliah Plastics Corp. Employee Stock Ownership Plan (NC) $3M · 23
Rj Tide Construction Company, Inc. Employee Stock Ownership Plan (IA) $3M · 58

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 Spinnaker Holding, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Spinnaker Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2024, from $3M to $3M. Reported net income was $174K.

How have Spinnaker Holding Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Spinnaker Holding Inc.'s sponsor-wide assets grew 14.8%, from $3M to $3M.

Which ESOP plans are similar in size to Spinnaker Holding, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Intracoastal Bank Employee Stock Ownership Plan in FL ($3M, 43 participants).

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 454227859.