ESOP · DOL Form 5500 · 2022

Sa Group, Inc ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
52
Participants Small participant base
67th
Percentile by assets National rank
$215,351
Avg per participant Above avg balance/head
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Official DOL plan name: Soderholm & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sa Group, Inc · Minnesota · Administrative & Support Services

$11M in assets, 52 participants

Sa Group, Inc's Soderholm & Associates, Inc. Employee Stock Ownership Plan reported $11M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,116 in Administrative & Support Services (4,927 peers)

2022 asset change

Soderholm & Associates, Inc. Employee Stock Ownership Plan grew sharply 24.8% in 2022 ($9M → $11M) for 52 participants.

#4,116
in Administrative & Support Services (4,927 peers)
+24.8%
assets growth YoY

Soderholm & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,198,238 Top 33% higher than 67% 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

Soderholm & Associates, 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. Soderholm & Associates, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410836048 · Sa Group, Inc PY 2022 · ESOP

Soderholm & Associates, Inc. Employee Stock Ownership Plan · $11M · 52 · 67th

  • PHOTO $11M
  • IND 52
  • EOY 67th
  • 5500 ESOP
  • ASSETS near Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan
  • PCT ind #4116

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 →

Soderholm & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G & E Roofing Company, Inc. Employee Stock Ownership PlanG & E Roofing Company, Inc. …$11MSoderholm & Associates, Inc. Employee Stock Ownership PlanSoderholm & Associates, Inc.…$11MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$11MColonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc. Emplo…$11M
End-of-year total assets ($M) among Soderholm & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sa Group, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Sa Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.371251084322372% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $12.3M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 52 $11M
2023 1 52 $13M
2024 1 62 $12M

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN410836048
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Soderholm & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.198238 · Participants: 52Soderholm & Associates, Inc. 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
Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Soderholm & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Soderholm & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Soderholm & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 24.8% during 2022, from $9M to $11M. Reported net income was $2M.
How have Sa Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sa Group, Inc's sponsor-wide assets grew 9.4%, from $11M to $12M.
Which ESOP plans are similar in size to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M, 222 participants).
Which ESOP plans cover a similar participant headcount to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M 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 410836048.

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.