ESOP · DOL Form 5500 · 2022

Swissturn/USA, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
51
Participants Small participant base
59th
Percentile by assets National rank
$149,400
Avg per participant Above avg balance/head
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Official DOL plan name: Swissturn/USA, Inc. Employee Stock Ownership Plan · Sponsored by Swissturn/USA, Inc. · Massachusetts · Manufacturing

$8M in assets, 51 participants

Swissturn/USA, Inc.'s Swissturn/USA, Inc. Employee Stock Ownership Plan reported $8M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #9,304 in Manufacturing (20,602 peers)

Swissturn/USA, Inc. multi-year trail

Swissturn/USA, Inc.'s plans moved -54.9% in assets from 2022 to 2024; this filing shows Swissturn/USA, Inc. Employee Stock Ownership Plan at $8M / 51 participants.

#9,304
in Manufacturing (20,602 peers)
-15.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swissturn/USA, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Swissturn/USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,619,393 Top 41% higher than 59% 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

Swissturn/USA, 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. Swissturn/USA, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042943867 · Swissturn/USA, Inc. PY 2022 · ESOP

Swissturn/USA, Inc. Employee Stock Ownership Plan · $8M · 51 · 59th

  • EOY $8M
  • 5500 51
  • ASSETS 59th
  • PCT ESOP
  • EIN near Stillwater Sciences Employee Stock Ownership Plan
  • RANK ind #9304

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 Massachusetts →

Swissturn/USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stillwater Sciences Employee Stock Ownership PlanStillwater Sciences Employee…$8MCrop Quest Inc Employee Stock Ownership PlanCrop Quest Inc Employee Stoc…$8MSwissturn/USA, Inc. Employee Stock Ownership PlanSwissturn/USA, Inc. Employee…$8MCarpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$8MIntegrated Technology Corporation Employee Stock Ownership PlanIntegrated Technology Corpor…$8M
End-of-year total assets ($M) among Swissturn/USA, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Swissturn/USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swissturn/USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 54.86001312702994% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.62M $3.44M ▼ -54.9%
Year Plans Participants Total Assets
2022 1 51 $8M
2023 1 53 $5M
2024 1 51 $3M

Swissturn/USA, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$2M
Net Income-$1M
Employer EIN042943867
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Swissturn/USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Swissturn/USA, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.619393 · Participants: 51Swissturn/USA, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Swissturn/USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Swissturn/USA, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Swissturn/USA, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Stillwater Sciences Employee Stock Ownership Plan in CA ($8M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Swissturn/USA, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Swissturn/USA, Inc. Employee Stock Ownership Plan declined sharply - down 15.0% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Swissturn/USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swissturn/USA, Inc.'s sponsor-wide assets declined 54.9%, from $8M to $3M.
Which ESOP plans are similar in size to Swissturn/USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stillwater Sciences Employee Stock Ownership Plan in CA ($8M, 84 participants).
Which ESOP plans cover a similar participant headcount to Swissturn/USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M 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 042943867.

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.