ESOP · DOL Form 5500 · 2024

Equipment & Controls, Inc. ESOP

Data updated 2026-08-25

$88M
Total assets Below avg plan size
303
Participants Below avg headcount
90th
Percentile by assets National rank
$291,762
Avg per participant High balance/head
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Official DOL plan name: Equipment & Controls, Inc. Employee Stock Savings Plan · Sponsored by Equipment & Controls, Inc. · Pennsylvania · Management of Enterprises

$88M in assets, 303 participants

Equipment & Controls, Inc.'s Equipment & Controls, Inc. Employee Stock Savings Plan reported $88M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #850 in Management of Enterprises (1,133 peers)

Coverage in Pennsylvania

Equipment & Controls, Inc. Employee Stock Savings Plan covers 303 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $88M.

#850
in Management of Enterprises (1,133 peers)
+14.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Equipment & Controls, Inc. Employee Stock Savings Plan's outsized position by total assets

Equipment & Controls, Inc. Employee Stock Savings Plan vs every filed plan by assets

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

$88,403,786 Top 10% higher than 90% 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

Equipment & Controls, Inc. Employee Stock Savings Plan 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. Equipment & Controls, Inc. Employee Stock Savings Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equipment & Controls, Inc. Employee Stock Savings Plan reported participants rose from 251 in the plan year 2023 filing to 303 in the plan year 2024 filing.
  • Equipment & Controls, Inc. Employee Stock Savings Plan end-of-year assets rose from $77M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Equipment & Controls, Inc. Employee Stock Savings Plan reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251234311 · Equipment & Controls, Inc. PY 2024 · ESOP

Equipment & Controls, Inc. Employee Stock Savings Plan · $88M · 303 · 90th

  • BOY $88M
  • SCH 303
  • EBSA 90th
  • PART ESOP
  • TYPE near New England Controls, Inc. Employee Stock Ownership Plan
  • NET ind #850

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 Pennsylvania →

Equipment & Controls, Inc. Employee Stock Savings Plan in the asset neighbourhood

Albert C. Kobayashi, Inc. Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Em…$89MNew England Controls, Inc. Employee Stock Ownership PlanNew England Controls, Inc. E…$89MEquipment & Controls, Inc. Employee Stock Savings PlanEquipment & Controls, Inc. E…$88MDynamic Chemical Solutions, Inc. Employee Stock Ownership PlanDynamic Chemical Solutions, …$88MCatamount Constructors, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc.…$88M
End-of-year total assets ($M) among Equipment & Controls, Inc. Employee Stock Savings Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$88M
Net Income$11M
Employer EIN251234311
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equipment & Controls, Inc.)

Sponsor-wide plan assets over time

All Equipment & Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$166M 33.72786036961323% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $124M $166M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 520 $124M
2023 2 561 $147M
2024 2 615 $166M

Nearby ESOP Plans in Pennsylvania

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

Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Equipment & Controls, Inc. Employee Stock Savings Plan, Total assets ($B): 0.088403786 · Participants: 303Equipment & Controls, Inc. Employee Stock Savings PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Equipment & Controls, Inc. Employee Stock Savings Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Equipment & Controls, Inc. Employee Stock Savings Plan side-by-side with 3 peers →

Equipment & Controls, Inc. Employee Stock Savings Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is New England Controls, Inc. Employee Stock Ownership Plan in MA ($89M); by covered participants it is Primera Engineers ESOP Plan in IL (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Equipment & Controls, Inc. Employee Stock Savings Plan assets move in 2024? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan grew at a solid clip - up 14.3% during 2024, from $77M to $88M. Reported net income was $11M.
How have Equipment & Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equipment & Controls, Inc.'s sponsor-wide assets grew 33.7%, from $124M to $166M.
Where does Equipment & Controls, Inc. Employee Stock Savings Plan rank by assets among Form 5500 filers? ▼
Equipment & Controls, Inc. Employee Stock Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by assets is New England Controls, Inc. Employee Stock Ownership Plan in MA ($89M, 442 participants).
Which ESOP plans cover a similar participant headcount to Equipment & Controls, Inc. Employee Stock Savings Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Primera Engineers ESOP Plan in IL (303 participants, $3M 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 251234311.

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.