ESOP · DOL Form 5500 · 2024

Spreuer & Son, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
39th
Percentile by assets National rank
$181,788
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

$4M in assets, 23 participants

Spreuer & Son, Inc.'s Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,917 in Manufacturing (17,777 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 $4M / 23 participants.

#3,917
in Manufacturing (17,777 peers)
-15.6%
assets change YoY

The plan reported a net loss of $771K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$4,181,119 39th percentile higher than 39% of 123,620 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 2024

Spreuer & Son, Inc. 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. Spreuer & Son, Inc. 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

  • Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$771K in the plan year 2024 filing.
  • Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 24 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 350992998 · Spreuer & Son, Inc. PY 2024 · ESOP

Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust · $4M · 23 · 39th

  • RANK $4M
  • RANK 23
  • RANK 39th
  • RANK ESOP
  • RANK near Cvm Affiliates, Inc. Employee Stock Ownership Plan
  • RANK ind #3917

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

Spreuer & Son, Inc. Employee Stock Ownership Plan and TrustSpreuer & Son, Inc. Employee…$4MCvm Affiliates, Inc. Employee Stock Ownership PlanCvm Affiliates, Inc. Employe…$4MOff Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$4MBennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$4MFirst Seacoast Bank Employee Stock Ownership PlanFirst Seacoast Bank Employee…$4M
End-of-year total assets ($M) among Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$771K
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. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004181119 · Participants: 23Spreuer & Son, Inc. Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, 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 Cvm Affiliates, Inc. Employee Stock Ownership Plan in PA ($4M); 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.

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.

Frequently Asked Questions

How did Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 15.6% during 2024, from $5M to $4M. Reported net income was -$771K.
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 Cvm Affiliates, Inc. Employee Stock Ownership Plan in PA ($4M, 26 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 Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.