ESOP · DOL Form 5500 · 2022

Sigma Equipment, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
112
Participants Small participant base
43rd
Percentile by assets National rank
$30,911
Avg per participant Low balance/head
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Official DOL plan name: Sigma Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Sigma Equipment, Inc. · Indiana · Manufacturing

$3M in assets, 112 participants

Sigma Equipment, Inc.'s Sigma Equipment, Inc. Employee Stock Ownership Plan reported $3M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,446 in Manufacturing (20,602 peers)

Coverage in Indiana

Sigma Equipment, Inc. Employee Stock Ownership Plan covers 112 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#5,446
in Manufacturing (20,602 peers)
-23.5%
assets change YoY

The plan reported a net loss of $653K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sigma Equipment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Sigma Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,462,000 43rd percentile higher than 43% 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

Sigma Equipment, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sigma Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

Published 5500 schedule card

Filing strip 202062609 · Sigma Equipment, Inc. PY 2022 · ESOP

Sigma Equipment, Inc. Employee Stock Ownership Plan · $3M · 112 · 43rd

  • BOY $3M
  • SCH 112
  • EBSA 43rd
  • PART ESOP
  • TYPE near Meier Enterprises, Inc. Employee Stock Ownership Plan
  • NET ind #5446

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 Indiana →

Sigma Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sigma Equipment, Inc. Employee Stock Ownership PlanSigma Equipment, Inc. Employ…$3MMeier Enterprises, Inc. Employee Stock Ownership PlanMeier Enterprises, Inc. Empl…$3MUnified Services of Texas, Inc. Employee Stock Ownership PlanUnified Services of Texas, I…$3MEau Gallie Electric Employee Stock Ownership PlanEau Gallie Electric Employee…$3MSend Transportation, Inc. Employee Stock Ownership Plan and TrustSend Transportation, Inc. Em…$3M
End-of-year total assets ($M) among Sigma Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income-$653K
Employer EIN202062609
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sigma Equipment, Inc.)

Sponsor-wide plan assets over time

All Sigma Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.81301527053245% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.53M $2.17M ▼ -66.8%
Year Plans Participants Total Assets
2022 2 221 $7M
2023 1 126 $3M
2024 1 130 $2M

Nearby ESOP Plans in Indiana

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

Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Sigma Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003462 · Participants: 112Sigma Equipment, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sigma Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sigma Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Meier Enterprises, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Sigma Equipment, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sigma Equipment, Inc. Employee Stock Ownership Plan declined sharply - down 23.5% during 2022, from $5M to $3M. Reported net income was -$653K.
How have Sigma Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sigma Equipment, Inc.'s sponsor-wide assets declined 66.8%, from $7M to $2M.
Which ESOP plans are similar in size to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Meier Enterprises, Inc. Employee Stock Ownership Plan in WA ($3M, 38 participants).
Which ESOP plans cover a similar participant headcount to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M 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 202062609.

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.