ESOP · DOL Form 5500 · 2024
S.P.E.P. Acquisition Corp. ESOP
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 94
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Sierra Pacific Engineering & Products Employee Stock Ownership Plan · Sponsored by S.P.E.P. Acquisition Corp. · California · Wholesale Trade
$117M in assets, 94 participants
S.P.E.P. Acquisition Corp.'s Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported $117M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #5,662 in Wholesale Trade (6,080 peers)
Where Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits by assets
Sierra Pacific Engineering & Products Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $117M for 94 participants (~$1.2M/participant), up 9.5% in 2024.
- #5,662
- in Wholesale Trade (6,080 peers)
- +9.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Sierra Pacific Engineering & Products Employee Stock Ownership Plan's outsized position by total assets
Sierra Pacific Engineering & Products Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,605,350 Top 9% higher than 91% 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
Sierra Pacific Engineering & Products 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. Sierra Pacific Engineering & Products Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported net income fell from $21M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2023 filing to 94 in the plan year 2024 filing.
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan end-of-year assets rose from $106M in the plan year 2023 filing to $117M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330596868 · S.P.E.P. Acquisition Corp. PY 2024 · ESOP
Sierra Pacific Engineering & Products Employee Stock Ownership Plan · $117M · 94 · 91st
- SCH $117M
- EBSA 94
- PART 91st
- TYPE ESOP
- NET near Abt Associates Inc. Employees Stock Ownership Plan
- BOOK ind #5662
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 California →
Sierra Pacific Engineering & Products Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $6M |
| Employer EIN | 330596868 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.P.E.P. Acquisition Corp.)
Sponsor-wide plan assets over time
All S.P.E.P. Acquisition Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 36.35621663379943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $86M |
| 2023 | 1 | 84 | $106M |
| 2024 | 1 | 94 | $117M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Sierra Pacific Engineering & Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Abt Associates Inc. Employees Stock Ownership Plan in MA ($117M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Abt Associates Inc. Employees Stock Ownership Plan (MA) $117M · 1,191
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan (IL) $117M · 163
- United Electric Supply Company Employee Stock Ownership Plan (DE) $116M · 328
- Aarete Employee Stock Ownership Plan (IL) $116M · 242
Similar participant headcount
Nearest other-state filings by covered participants (94 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.