ESOP · DOL Form 5500 · 2024
Specialty Equipment Sales Co. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $244,430
- Avg per participant Above avg balance/head
Official DOL plan name: Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · Sponsored by Specialty Equipment Sales Co. · Ohio · Wholesale Trade
$6M in assets, 23 participants
Specialty Equipment Sales Co.'s Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported $6M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,056 in Wholesale Trade (6,080 peers)
Specialty Equipment Sales Co. multi-year trail
Specialty Equipment Sales Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust at $6M / 23 participants.
- #2,056
- in Wholesale Trade (6,080 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $948K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,621,900 44th percentile higher than 44% 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
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$948K in the plan year 2024 filing.
- Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341600861 · Specialty Equipment Sales Co. PY 2024 · ESOP
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust · $6M · 23 · 44th
- BOOK $6M
- BOOK 23
- BOOK 44th
- BOOK ESOP
- BOOK near Gms, Inc. Employee Stock Ownership Plan
- BOOK ind #2056
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 →
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Specialty Equipment Sales Co. multi-year asset trail
Sponsor-wide plan assets over time
All Specialty Equipment Sales Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 12.742901903908932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $5M |
| 2023 | 1 | 21 | $7M |
| 2024 | 1 | 23 | $6M |
Specialty Equipment Sales Co. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$948K |
| Employer EIN | 341600861 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Gms, Inc. Employee Stock Ownership Plan in MD ($6M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.