ESOP · DOL Form 5500 · 2022
Seneca Savings ESOP
Data updated 2026-08-25
- $853K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $21,333
- Avg per participant Low balance/head
Official DOL plan name: Seneca Savings Employee Stock Ownership Plan · Sponsored by Seneca Savings · New York · Finance & Insurance
$853K in assets, 40 participants
Seneca Savings's Seneca Savings Employee Stock Ownership Plan reported $853K in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,409 in Finance & Insurance (9,261 peers)
Seneca Savings multi-year trail
Seneca Savings's plans moved -20.5% in assets from 2022 to 2024; this filing shows Seneca Savings Employee Stock Ownership Plan at $853K / 40 participants.
- #1,409
- in Finance & Insurance (9,261 peers)
- -8.3%
- assets change YoY
Seneca Savings Employee Stock Ownership Plan among the smaller filed plans by assets
Seneca Savings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$853,314 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Seneca Savings Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seneca Savings Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 823136976 · Seneca Savings PY 2022 · ESOP
Seneca Savings Employee Stock Ownership Plan · $853K · 40 · 23rd
- PHOTO $853K
- PHOTO 40
- PHOTO 23rd
- PHOTO ESOP
- PHOTO near Caldwell Group Employee Stock Ownership Plan
- PHOTO ind #1409
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 New York →
Seneca Savings Employee Stock Ownership Plan in the asset neighbourhood
Seneca Savings multi-year asset trail
Sponsor-wide plan assets over time
All Seneca Savings plans reported in each filing year
- Latest sponsor-wide plan assets
- $679K 20.45448685946791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $853K |
| 2023 | 1 | 42 | $601K |
| 2024 | 1 | 42 | $679K |
Seneca Savings filing trail (2022)
| Total Assets (Beginning of Year) | $931K |
|---|---|
| Net Assets (End of Year) | $147K |
| Net Income | $16K |
| Employer EIN | 823136976 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Seneca Savings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Caldwell Group Employee Stock Ownership Plan in IL ($855K); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($853K here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.