ESOP · DOL Form 5500 · 2022
S&y Group, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 40
- Participants
- 73rd
- Percentile by assets
- $394,838
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $16M
- total plan assets (2022 EOY)
- 40
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $394,838
- avg assets per participant
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.
ESOP filing for Swanson & Youngdale Employee Stock Ownership Plan
ESOP filing for plan year 2022: EIN 842229083 ; effective since 1980-04-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$163K |
| Employer EIN | 842229083 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S&y Group, Inc.)
| 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
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Swanson & Youngdale Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Swanson & Youngdale Employee Stock Ownership Plan assets move in 2022? ▼
How have S&y Group, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Next read for Swanson & Youngdale Employee Stock Owner…
Filing takeaways
Ways to act on Swanson & Youngdale Employee Stock Ownership Plan's numbers.
- By total assets, Swanson & Youngdale Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- S&y Group, Inc.'s sponsor-wide assets have grown 7.3% since 2022 across 3 plan years on file. More Construction plans