ESOP · DOL Form 5500 · 2024
Locke Supply Co. ESOP
Data updated 2026-08-25
- $293M
- Total assets Near avg plan size
- 1,287
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $227,971
- Avg per participant Above avg balance/head
Official DOL plan name: Locke Supply Co. Employee Stock Ownership Plan · Sponsored by Locke Supply Co. · Oklahoma · Wholesale Trade
$293M in assets, 1,287 participants
Locke Supply Co.'s Locke Supply Co. Employee Stock Ownership Plan reported $293M in total assets and 1,287 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #5,893 in Wholesale Trade (6,080 peers)
Where Locke Supply Co. Employee Stock Ownership Plan sits by assets
Locke Supply Co. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $293M for 1,287 participants (~$227,971/participant), down 5.5% in 2024.
- #5,893
- in Wholesale Trade (6,080 peers)
- -5.5%
- assets change YoY
- 2.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Locke Supply Co. Employee Stock Ownership Plan's outsized position by total assets
Locke Supply Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$293,398,460 Top 4% higher than 96% 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
Locke Supply Co. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locke Supply Co. Employee Stock Ownership Plan lands in the large band (1,287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Locke Supply Co. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$25M in the plan year 2024 filing.
- Locke Supply Co. Employee Stock Ownership Plan end-of-year assets fell from $311M in the plan year 2023 filing to $293M in the plan year 2024 filing.
- Locke Supply Co. Employee Stock Ownership Plan reported participants fell from 1,300 in the plan year 2023 filing to 1,287 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730689366 · Locke Supply Co. PY 2024 · ESOP
Locke Supply Co. Employee Stock Ownership Plan · $293M · 1,287 · 96th
- ASSETS $293M
- ASSETS 1,287
- ASSETS 96th
- ASSETS ESOP
- ASSETS near Hatco Corporation Employee Stock Ownership Plan
- ASSETS ind #5893
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 Oklahoma →
Locke Supply Co. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $218M |
| Net Income | -$25M |
| Employer EIN | 730689366 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Locke Supply Co.)
Sponsor-wide plan assets over time
All Locke Supply Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $331M 4.169011731749039% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,211 | $317M |
| 2023 | 2 | 2,618 | $342M |
| 2024 | 2 | 2,793 | $331M |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
- International Chemical Company Employee Stock Ownership Plan $251M · 65
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $169M · 1,300
- Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
- Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan $81M · 54
Locke Supply Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Hatco Corporation Employee Stock Ownership Plan in WI ($291M); by covered participants it is Project Worldwide, Inc. Employee Stock Ownership Plan in MI (1,284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($293M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,287 participants); asset peers above are excluded.
- Project Worldwide, Inc. Employee Stock Ownership Plan (MI) 1,284 · 3 off
- Dwh Owners Plan (TX) 1,292 · 5 off
- Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan (AR) 1,295 · 8 off
- Pace Supply Corporation Employee Stock Ownership Plan (CA) 1,276 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.