ESOP · DOL Form 5500 · 2024

Spencer Enterprises, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
18
Participants Small participant base
55th
Percentile by assets National rank
$527,054
Avg per participant High balance/head
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Official DOL plan name: Spencer Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Spencer Enterprises, Inc. · Oklahoma · Construction

$9M in assets, 18 participants

Spencer Enterprises, Inc.'s Spencer Enterprises, Inc. Employee Stock Ownership Plan reported $9M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,794 in Construction (9,039 peers)

Spencer Enterprises, Inc. multi-year trail

Spencer Enterprises, Inc.'s plans moved +86.6% in assets from 2022 to 2024; this filing shows Spencer Enterprises, Inc. Employee Stock Ownership Plan at $9M / 18 participants.

#4,794
in Construction (9,039 peers)
+30.4%
assets growth YoY

Spencer Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,486,964 Top 45% higher than 55% 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

Spencer Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Enterprises, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spencer Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Spencer Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Spencer Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731462290 · Spencer Enterprises, Inc. PY 2024 · ESOP

Spencer Enterprises, Inc. Employee Stock Ownership Plan · $9M · 18 · 55th

  • VS-ST $9M
  • VS-ST 18
  • VS-ST 55th
  • VS-ST ESOP
  • VS-ST near Donald a. Campbell and Company Employee Stock Ownership Plan
  • VS-ST ind #4794

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 →

Spencer Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$9MDonald a. Campbell and Company Employee Stock Ownership PlanDonald a. Campbell and Compa…$9MUnited Pipe & Supply Co., Inc. Employee Stock Ownership PlanUnited Pipe & Supply Co., In…$9MGinos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$9MTen-E Packaging Services, Inc. Employee Stock Ownership Plan and TrustTen-E Packaging Services, In…$9M
End-of-year total assets ($M) among Spencer Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Spencer Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 86.58172023216699% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.08M $9.49M ▲ +86.8%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 17 $7M
2024 1 18 $9M

Spencer Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN731462290
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Spencer Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.486964 · Participants: 18Spencer Enterprises, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Spencer Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Spencer Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Spencer Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Donald a. Campbell and Company Employee Stock Ownership Plan in IL ($9M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Spencer Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Spencer Enterprises, Inc. Employee Stock Ownership Plan surged - up 30.4% during 2024, from $7M to $9M. Reported net income was $2M.
How have Spencer Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Enterprises, Inc.'s sponsor-wide assets grew 86.6%, from $5M to $9M.
Which ESOP plans are similar in size to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Donald a. Campbell and Company Employee Stock Ownership Plan in IL ($9M, 67 participants).
Which ESOP plans cover a similar participant headcount to Spencer Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 731462290.

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.