ESOP · DOL Form 5500 · 2023

Equipment & Controls, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
251
Participants Below avg headcount
89th
Percentile by assets National rank
$308,178
Avg per participant High balance/head
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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.

  • #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.

#835
in Management of Enterprises (1,137 peers)
+16.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Equipment & Controls, Inc. Employee Stock Savings Plan's outsized position by total assets

Equipment & Controls, Inc. Employee Stock Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,352,585 Top 11% higher than 89% of 127,068 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 2023

Equipment & Controls, Inc. Employee Stock Savings 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. Equipment & Controls, Inc. Employee Stock Savings Plan sits mid-pack in the medium band (251 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251234311 · Equipment & Controls, Inc. PY 2023 · ESOP

Equipment & Controls, Inc. Employee Stock Savings Plan · $77M · 251 · 89th

  • BOOK $77M
  • BOOK 251
  • BOOK 89th
  • BOOK ESOP
  • BOOK near I&s Group, Inc. Employee Stock Ownership Plan
  • BOOK ind #835

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 Pennsylvania →

Equipment & Controls, Inc. Employee Stock Savings Plan in the asset neighbourhood

Allterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$78MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$77MI&s Group, Inc. Employee Stock Ownership PlanI&s Group, Inc. Employee Sto…$77MEquipment & Controls, Inc. Employee Stock Savings PlanEquipment & Controls, Inc. E…$77MTelecare Employee Stock Ownership PlanTelecare Employee Stock Owne…$77M
End-of-year total assets ($M) among Equipment & Controls, Inc. Employee Stock Savings Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$77M
Net Income$11M
Employer EIN251234311
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equipment & Controls, Inc.)

Sponsor-wide plan assets over time

All Equipment & Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$166M 33.72786036961323% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $124M $166M ▲ +33.7%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Equipment & Controls, Inc. Employee Stock Savings Plan, Total assets ($B): 0.077352585 · Participants: 251Equipment & Controls, Inc. Employee Stock Savings PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Equipment & Controls, Inc. Employee Stock Savings Plan side-by-side with 3 peers →

Equipment & Controls, Inc. Employee Stock Savings Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is I&s Group, Inc. Employee Stock Ownership Plan in MN ($77M); by covered participants it is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equipment & Controls, Inc. Employee Stock Savings Plan assets move in 2023? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan grew sharply - up 16.0% during 2023, from $67M to $77M. Reported net income was $11M.
How have Equipment & Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equipment & Controls, Inc.'s sponsor-wide assets grew 33.7%, from $124M to $166M.
Where does Equipment & Controls, Inc. Employee Stock Savings Plan rank by assets among Form 5500 filers? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by assets is I&s Group, Inc. Employee Stock Ownership Plan in MN ($77M, 432 participants).
Which ESOP plans cover a similar participant headcount to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN (251 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251234311.

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.