ESOP · DOL Form 5500 · 2022

Somerville, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
39
Participants Small participant base
62nd
Percentile by assets National rank
$222,564
Avg per participant Above avg balance/head
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Official DOL plan name: Somerville, Inc. Employee Stock Ownership Plan · Sponsored by Somerville, Inc. · Wisconsin · Professional & Technical Services

$9M in assets, 39 participants

Somerville, Inc.'s Somerville, Inc. Employee Stock Ownership Plan reported $9M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,027 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Somerville, Inc. Employee Stock Ownership Plan holds $9M for 39 participants - about $222,564 per participant, above the median plan by assets.

#13,027
in Professional & Technical Services (21,562 peers)
+4.4%
assets growth YoY

Somerville, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,680,007 Top 38% higher than 62% of 139,123 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 2022

Somerville, Inc. 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. Somerville, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 390915571 · Somerville, Inc. PY 2022 · ESOP

Somerville, Inc. Employee Stock Ownership Plan · $9M · 39 · 62nd

  • PCT $9M
  • EIN 39
  • RANK 62nd
  • PHOTO ESOP
  • IND near Lynker Corporation Employee Stock Ownership Plan
  • EOY ind #13027

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 Wisconsin →

Somerville, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Ruhlin Company Employee Stock Ownership PlanThe Ruhlin Company Employee …$9MSomerville, Inc. Employee Stock Ownership PlanSomerville, Inc. Employee St…$9MLynker Corporation Employee Stock Ownership PlanLynker Corporation Employee …$9MOvs Holdings, Inc. Employee Stock Ownership PlanOvs Holdings, Inc. Employee …$9MDesign Workshop, Inc. Employee Stock Ownership PlanDesign Workshop, Inc. Employ…$9M
End-of-year total assets ($M) among Somerville, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$367K
Employer EIN390915571
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somerville, Inc.)

Sponsor-wide plan assets over time

All Somerville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.734245721230408% vs 2022
2024 filing year
$8.6M$8.8M$9M$9.2M$9.4M 202220232024 $8.68M $9.26M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 39 $9M
2024 1 43 $9M

Nearby ESOP Plans in Wisconsin

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

Somerville, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Somerville, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008680007 · Participants: 39Somerville, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Somerville, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Somerville, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Lynker Corporation Employee Stock Ownership Plan in VA ($9M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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.

Frequently Asked Questions

How did Somerville, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Somerville, Inc. Employee Stock Ownership Plan edged up modestly - up 4.4% during 2022, from $8M to $9M. Reported net income was $367K.
How have Somerville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somerville, Inc.'s sponsor-wide assets grew 6.7%, from $9M to $9M.
Which ESOP plans are similar in size to Somerville, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lynker Corporation Employee Stock Ownership Plan in VA ($9M, 308 participants).
Which ESOP plans cover a similar participant headcount to Somerville, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390915571.

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.