ESOP · DOL Form 5500 · 2024
The Equity Engineering Group, Inc. ESOP
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $208,393
- Avg per participant Above avg balance/head
Official DOL plan name: The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Equity Engineering Group, Inc. · Ohio · Professional & Technical Services
$33M in assets, 160 participants
The Equity Engineering Group, Inc.'s The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported $33M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,971 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust covers 160 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $33M.
- #15,971
- in Professional & Technical Services (20,173 peers)
- +4.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,342,943 Top 21% higher than 79% 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
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 142 in the plan year 2023 filing to 160 in the plan year 2024 filing.
- The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 320430595 · The Equity Engineering Group, Inc. PY 2024 · ESOP
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust · $33M · 160 · 79th
- PHOTO $33M
- IND 160
- EOY 79th
- 5500 ESOP
- ASSETS near Larusso Concrete, Inc Employee Stock Ownership Plan and Trust
- PCT ind #15971
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 Ohio →
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 320430595 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Equity Engineering Group, Inc.)
Sponsor-wide plan assets over time
All The Equity Engineering Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 47.04533999492414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 302 | $40M |
| 2023 | 2 | 311 | $53M |
| 2024 | 2 | 342 | $58M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Larusso Concrete, Inc Employee Stock Ownership Plan and Trust in OR ($33M); by covered participants it is B S K Associates Employee Stock Ownership Plan in CA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Larusso Concrete, Inc Employee Stock Ownership Plan and Trust (OR) $33M · 166
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust (ND) $33M · 93
- Woodward Communications, Inc Employee Stock Ownership Plan (IA) $33M · 263
- Shively Bros., Inc. Employee Stock Ownership Plan and Trust (MI) $33M · 230
Similar participant headcount
Nearest other-state filings by covered participants (160 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.