ESOP · DOL Form 5500 · 2022

Sarsen Capital Corporation ESOP

Data updated 2026-08-11

$41M
Total assets
51
Participants
86th
Percentile by assets
$805,132
Avg per participant
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Official DOL plan name: Sarsen Capital Corporation Employee Stock Ownership Plan · Sponsored by Sarsen Capital Corporation · Ohio · Finance & Insurance

$41M in assets, 51 participants

Sarsen Capital Corporation's Sarsen Capital Corporation Employee Stock Ownership Plan reported $41M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #7,225 in Finance & Insurance (9,261 peers)

Where Sarsen Capital Corporation Employee Stock Ownership Plan sits by assets

Sarsen Capital Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 51 participants (~$805,132/participant), down 21.1% in 2022.

$41M
total plan assets (2022 EOY)
51
covered participants
86th
percentile by assets (of 139,126 plans)
$805,132
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Sarsen Capital Corporation Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Sarsen Capital Corporation Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$41M
Net Income-$11M
Employer EIN233341606
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarsen Capital Corporation)

$40M$42M$44M$46M$48M 202220232024 $41.1M $46.8M ▲ +14.0%
Total plan assets by year, all Sarsen Capital Corporation plans on file
Year Plans Participants Total Assets
2022 1 51 $41M
2023 1 54 $42M
2024 1 57 $47M

Nearby ESOP Plans in Ohio

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

Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Sarsen Capital Corpo…Procter & Gamble Pro…The Garland Industri…Advanced Drainage Sy…Messer Inc. Employee…Cleveland Steel Cont…
Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sarsen Capital Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sarsen Capital Corporation Employee Stock Ownership Plan assets move in 2022?
Sarsen Capital Corporation Employee Stock Ownership Plan declined sharply - down 21.1% during 2022, from $52M to $41M. Reported net income was -$11M.
How have Sarsen Capital Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Sarsen Capital Corporation's sponsor-wide assets grew 14.0%, from $41M to $47M.
Where does Sarsen Capital Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Sarsen Capital Corporation Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sarsen Capital Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX ($41M, 880 participants).

Next read for Sarsen Capital Corporation Employee Stoc…

Scale reading

Ways to act on Sarsen Capital Corporation Employee Stock Ownership Plan's numbers.