ESOP · DOL Form 5500 · 2022

Sommerville-Wilson, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
45th
Percentile by assets National rank
$105,353
Avg per participant Below avg balance/head
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Official DOL plan name: Split Rock Studios Employee Stock Ownership Plan and Trust · Sponsored by Sommerville-Wilson, Inc. · Minnesota · Professional & Technical Services

$4M in assets, 37 participants

Sommerville-Wilson, Inc.'s Split Rock Studios Employee Stock Ownership Plan and Trust reported $4M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,262 in Professional & Technical Services (21,562 peers)

Sommerville-Wilson, Inc. multi-year trail

Sommerville-Wilson, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Split Rock Studios Employee Stock Ownership Plan and Trust at $4M / 37 participants.

#9,262
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY

The plan reported a net loss of $325K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Split Rock Studios Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Split Rock Studios Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,898,063 45th percentile higher than 45% 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

Split Rock Studios Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Split Rock Studios Employee Stock Ownership Plan and Trust is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411971376 · Sommerville-Wilson, Inc. PY 2022 · ESOP

Split Rock Studios Employee Stock Ownership Plan and Trust · $4M · 37 · 45th

  • PHOTO $4M
  • PHOTO 37
  • PHOTO 45th
  • PHOTO ESOP
  • PHOTO near Chart Hawaii Employee Stock Ownership Plan
  • PHOTO ind #9262

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 →

Split Rock Studios Employee Stock Ownership Plan and Trust in the asset neighbourhood

Split Rock Studios Employee Stock Ownership Plan and TrustSplit Rock Studios Employee …$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MThe People Business Employee Stock Ownership PlanThe People Business Employee…$4MCampbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MResource Systems Group, Inc. Employee Stock Ownership PlanResource Systems Group, Inc.…$4M
End-of-year total assets ($M) among Split Rock Studios Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sommerville-Wilson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sommerville-Wilson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.289377399664094% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.64M $9.8M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 76 $8M
2023 2 80 $9M
2024 2 68 $10M

Sommerville-Wilson, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$325K
Employer EIN411971376
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Split Rock Studios Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Split Rock Studios Employee Stock Ownership Plan and Trust, Total assets ($M): 3.898063 · Participants: 37Split Rock Studios Employee Stock Ownership Plan and TrustAndersen 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
Split Rock Studios Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Split Rock Studios Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Split Rock Studios Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Chart Hawaii Employee Stock Ownership Plan in HI ($4M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Split Rock Studios Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Split Rock Studios Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.8% during 2022, from $4M to $4M. Reported net income was -$325K.
How have Sommerville-Wilson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sommerville-Wilson, Inc.'s sponsor-wide assets grew 28.3%, from $8M to $10M.
Which ESOP plans are similar in size to Split Rock Studios Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Chart Hawaii Employee Stock Ownership Plan in HI ($4M, 37 participants).
Which ESOP plans cover a similar participant headcount to Split Rock Studios Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 411971376.

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.