ESOP · DOL Form 5500 · 2024
Spalding and Day Tool and Die Company ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $29,892
- Avg per participant Low balance/head
Official DOL plan name: Spalding and Day Tool and Die Company Employee Stock Ownership Plan · Sponsored by Spalding and Day Tool and Die Company · Kentucky · Administrative & Support Services
$2M in assets, 69 participants
Spalding and Day Tool and Die Company's Spalding and Day Tool and Die Company Employee Stock Ownership Plan reported $2M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #2,351 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Spalding and Day Tool and Die Company Employee Stock Ownership Plan ranks #2,351 of 4,368 2024 filers by assets (1399% of the sector average)-$2M for 69 participants.
- #2,351
- in Administrative & Support Services (4,368 peers)
- +113.3%
- assets growth YoY
Spalding and Day Tool and Die Company Employee Stock Ownership Plan among the smaller filed plans by assets
Spalding and Day Tool and Die Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,062,574 30th percentile higher than 30% 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
Spalding and Day Tool and Die Company 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. Spalding and Day Tool and Die Company Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spalding and Day Tool and Die Company Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Spalding and Day Tool and Die Company Employee Stock Ownership Plan end-of-year assets rose from $967K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Spalding and Day Tool and Die Company Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2023 filing to 69 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610670077 · Spalding and Day Tool and Die Company PY 2024 · ESOP
Spalding and Day Tool and Die Company Employee Stock Ownership Plan · $2M · 69 · 30th
- ASSETS $2M
- ASSETS 69
- ASSETS 30th
- ASSETS ESOP
- ASSETS near Hammontree & Associates Employee Stock Ownership Plan
- ASSETS ind #2351
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 Kentucky →
Spalding and Day Tool and Die Company Employee Stock Ownership Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $967K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | $1M |
| Employer EIN | 610670077 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spalding and Day Tool and Die Company)
Sponsor-wide plan assets over time
All Spalding and Day Tool and Die Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 48.876488043600034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $4M |
| 2023 | 1 | 50 | $967K |
| 2024 | 1 | 69 | $2M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Spalding and Day Tool and Die Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Hammontree & Associates Employee Stock Ownership Plan in OH ($2M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.