ESOP · DOL Form 5500 · 2023

Spreuer & Son, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
24
Participants
44th
Percentile by assets
$206,356
Avg per participant
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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.

  • 44th percentile by assets (of 127,072 plans)
  • #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.

$5M
total plan assets (2023 EOY)
24
covered participants
44th
percentile by assets (of 127,072 plans)
$206,356
avg assets per participant

Where Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust sits by total assets

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 $2,010,000,000 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

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 →

State
Indiana
Industry
Manufacturing

Spreuer & Son, Inc. across 3 plan years on file

Across the 3 plan years Spreuer & Son, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 42.5%, while reported participants moved from 24 to 23 (-4.2%). Peak year by sponsor assets: 2023 ($5M); trough: 2022 ($3M).

Spreuer & Son, Inc. multi-year asset trail

$2M$3M$4M$5M$6M 202220232024 $2.93M $4.18M ▲ +42.7%
Total plan assets by year, all Spreuer & Son, Inc. plans on file
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 ($B) Participants Spreuer & Son, Inc. …, Total assets ($B): 0.004952536 · Participants: 24Spreuer & Son, Inc. …Jasper Holdings, Inc…, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee …Superior Industrial …, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial …Ducharme, Mcmillen &…, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen &…
Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Spreuer & Son, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Spreuer & Son, Inc. Employee Stock Owner…

Multi-year trail

Ways to act on Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
  • Spreuer & Son, Inc.'s sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Manufacturing plans

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.