ESOP · DOL Form 5500 · 2023
Equipment & Controls, Inc. ESOP
Data updated 2026-08-11
- $77M
- Total assets
- 251
- Participants
- 89th
- Percentile by assets
- $308,178
- Avg per participant
Official DOL plan name: Equipment & Controls, Inc. Employee Stock Savings Plan · Sponsored by Equipment & Controls, Inc. · Pennsylvania · Management of Enterprises
$77M in assets, 251 participants
Equipment & Controls, Inc.'s Equipment & Controls, Inc. Employee Stock Savings Plan reported $77M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #835 in Management of Enterprises (1,137 peers)
Coverage in Pennsylvania
Equipment & Controls, Inc. Employee Stock Savings Plan covers 251 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $77M.
- $77M
- total plan assets (2023 EOY)
- 251
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $308,178
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equipment & Controls, Inc. Employee Stock Savings Plan reported net income rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Equipment & Controls, Inc. Employee Stock Savings Plan end-of-year assets rose from $67M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Equipment & Controls, Inc. Employee Stock Savings Plan reported participants rose from 232 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Equipment & Controls, Inc. Employee Stock Savings Plan reports 251 participants - about 31% of that state average ($77M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $11M |
| Employer EIN | 251234311 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equipment & Controls, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 520 | $124M |
| 2023 | 2 | 561 | $147M |
| 2024 | 2 | 615 | $166M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Equipment & Controls, Inc. Employee Stock Savings Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Equipment & Controls, Inc. Employee Stock Savings Plan's numbers.
- By total assets, Equipment & Controls, Inc. Employee Stock Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Equipment & Controls, Inc.'s sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Management of Enterprises plans