ESOP · DOL Form 5500 · 2022

S&y Group, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
40
Participants Small participant base
73rd
Percentile by assets National rank
$394,838
Avg per participant High balance/head
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Official DOL plan name: Swanson & Youngdale Employee Stock Ownership Plan · Sponsored by S&y Group, Inc. · Minnesota · Construction

$16M in assets, 40 participants

S&y Group, Inc.'s Swanson & Youngdale Employee Stock Ownership Plan reported $16M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,272 in Construction (9,927 peers)

What the 2022 filing shows

Swanson & Youngdale Employee Stock Ownership Plan holds $16M for 40 participants - about $394,838 per participant, above the median plan by assets.

#7,272
in Construction (9,927 peers)
+7.0%
assets growth YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanson & Youngdale Employee Stock Ownership Plan's outsized position by total assets

Swanson & Youngdale Employee Stock Ownership Plan vs every filed plan by assets

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

$15,793,510 Top 27% higher than 73% 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

Swanson & Youngdale 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. Swanson & Youngdale Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 842229083 · S&y Group, Inc. PY 2022 · ESOP

Swanson & Youngdale Employee Stock Ownership Plan · $16M · 40 · 73rd

  • SCH $16M
  • EBSA 40
  • PART 73rd
  • TYPE ESOP
  • NET near Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
  • BOOK ind #7272

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 Minnesota →

Swanson & Youngdale Employee Stock Ownership Plan in the asset neighbourhood

Fs Bancorp, Inc. Employee Stock Ownership PlanFs Bancorp, Inc. Employee St…$16MCp&y, Inc. Employee Stock Ownership PlanCp&y, Inc. Employee Stock Ow…$16MAlaska Rent-a-Car, Inc. Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Empl…$16MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$16MGleason Research Associates, Inc. ESOPGleason Research Associates,…$16M
End-of-year total assets ($M) among Swanson & Youngdale Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$163K
Employer EIN842229083
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&y Group, Inc.)

Sponsor-wide plan assets over time

All S&y Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.293191950364422% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M$17.5M 202220232024 $15.8M $17M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 40 $16M
2023 1 41 $16M
2024 1 42 $17M

Nearby ESOP Plans in Minnesota

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

Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Swanson & Youngdale Employee Stock Ownership Plan, Total assets ($M): 15.79351 · Participants: 40Swanson & Youngdale Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Swanson & Youngdale Employee Stock Ownership Plan side-by-side with 3 peers →

Swanson & Youngdale Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Swanson & Youngdale Employee Stock Ownership Plan assets move in 2022? ▼
Swanson & Youngdale Employee Stock Ownership Plan grew at a solid clip - up 7.0% during 2022, from $15M to $16M. Reported net income was -$163K.
How have S&y Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&y Group, Inc.'s sponsor-wide assets grew 7.3%, from $16M to $17M.
Which ESOP plans are similar in size to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M, 136 participants).
Which ESOP plans cover a similar participant headcount to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 842229083.

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.