ESOP · DOL Form 5500 · 2023

Spreuer & Son, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
44th
Percentile by assets National rank
$206,356
Avg per participant Above avg balance/head
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Official DOL plan name: Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Spreuer & Son, Inc. · Indiana · Manufacturing

$5M in assets, 24 participants

Spreuer & Son, Inc.'s Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 24 participants in its 2023 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.

  • #5,121 in Manufacturing (18,722 peers)

Spreuer & Son, Inc. multi-year trail

Spreuer & Son, Inc.'s plans moved +42.5% in assets from 2022 to 2024; this filing shows Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust at $5M / 24 participants.

#5,121
in Manufacturing (18,722 peers)
+68.8%
assets growth YoY

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,952,536 44th percentile higher than 44% 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

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $287K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350992998 · Spreuer & Son, Inc. PY 2023 · ESOP

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust · $5M · 24 · 44th

  • PCT $5M
  • EIN 24
  • RANK 44th
  • PHOTO ESOP
  • IND near First Freedom Bancshares Employee Stock Ownership Plan
  • EOY ind #5121

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 Indiana →

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Geiger Brothers, Inc. Employee Stock Ownership PlanGeiger Brothers, Inc. Employ…$5MSpreuer & Son, Inc. Employee Stock Ownership Plan and TrustSpreuer & Son, Inc. Employee…$5MFirst Freedom Bancshares Employee Stock Ownership PlanFirst Freedom Bancshares Emp…$5MGolden State Contract Flooring, Inc. Employee Stock Ownership Plan and TrustGolden State Contract Floori…$5MGearmore Inc., Employee Stock Ownership PlanGearmore Inc., Employee Stoc…$5M
End-of-year total assets ($M) among Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spreuer & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spreuer & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.49274435736613% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $4.18M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 24 $5M
2024 1 23 $4M

Spreuer & Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN350992998
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004952536 · Participants: 24Spreuer & Son, Inc. Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is First Freedom Bancshares Employee Stock Ownership Plan in TN ($5M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust surged - up 68.8% during 2023, from $3M to $5M. Reported net income was $2M.
How have Spreuer & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spreuer & Son, Inc.'s sponsor-wide assets grew 42.5%, from $3M to $4M.
Which ESOP plans are similar in size to Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is First Freedom Bancshares Employee Stock Ownership Plan in TN ($5M, 59 participants).
Which ESOP plans cover a similar participant headcount to Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 350992998.

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.