ESOP · DOL Form 5500 · 2024
Spencer's Air Conditioning & Appliance, Inc. ESOP
Data updated 2026-08-25
- $415M
- Total assets Above avg plan size
- 263
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · Sponsored by Spencer's Air Conditioning & Appliance, Inc. · Arizona · Retail Trade
$415M in assets, 263 participants
Spencer's Air Conditioning & Appliance, Inc.'s Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported $415M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #7,887 in Retail Trade (8,048 peers)
Coverage in Arizona
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan covers 263 participants in Arizona, about 47% of the average Arizona filer (state average ~564 per filing). Assets: $415M.
- #7,887
- in Retail Trade (8,048 peers)
- +32.4%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's outsized position by total assets
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$414,837,473 Top 3% higher than 97% 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
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $313M in the plan year 2023 filing to $415M in the plan year 2024 filing.
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan reported participants rose from 253 in the plan year 2023 filing to 263 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860292380 · Spencer's Air Conditioning & Appliance, Inc. PY 2024 · ESOP
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan · $415M · 263 · 97th
- BOOK $415M
- BOOK 263
- BOOK 97th
- BOOK ESOP
- BOOK near Golden Hippo Employee Stock Ownership Plan
- BOOK ind #7887
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 Arizona →
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $375M |
| Net Income | $103M |
| Employer EIN | 860292380 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer's Air Conditioning & Appliance, Inc.)
Sponsor-wide plan assets over time
All Spencer's Air Conditioning & Appliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 34.17669616247561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 488 | $327M |
| 2023 | 2 | 505 | $334M |
| 2024 | 2 | 526 | $438M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
- Suntec Employee Stock Ownership Plan $171M · 1,444
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Golden Hippo Employee Stock Ownership Plan in CA ($415M); by covered participants it is Woodward Communications, Inc Employee Stock Ownership Plan in IA (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($415M here).
- Golden Hippo Employee Stock Ownership Plan (CA) $415M · 1,140
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust (IA) $419M · 2,972
- Westat, Inc. Employee Stock Ownership Plan (MD) $419M · 3,167
- Motor City Electric Co. Employee Stock Ownership Plan (MI) $410M · 218
Similar participant headcount
Nearest other-state filings by covered participants (263 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.