ESOP · DOL Form 5500 · 2022

Sr Administrative Services, Inc. ESOP

Data updated 2026-08-25

$116K
Total assets Small plan by assets
58
Participants Small participant base
7th
Percentile by assets National rank
$1,998
Avg per participant Low balance/head
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Official DOL plan name: Sr Administrative Services, Inc., Employee Stock Ownership Plan · Sponsored by Sr Administrative Services, Inc. · Colorado · Administrative & Support Services

$116K in assets, 58 participants

Sr Administrative Services, Inc.'s Sr Administrative Services, Inc., Employee Stock Ownership Plan reported $116K in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

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

2022 asset change

Sr Administrative Services, Inc., Employee Stock Ownership Plan grew at a solid clip 12.6% in 2022 ($103K → $116K) for 58 participants.

#795
in Administrative & Support Services (4,927 peers)
+12.6%
assets growth YoY

Sr Administrative Services, Inc., Employee Stock Ownership Plan among the smaller filed plans by assets

Sr Administrative Services, Inc., Employee Stock Ownership Plan vs every filed plan by assets

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

$115,897 7th percentile higher than 7% 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

Sr Administrative Services, 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. Sr Administrative Services, Inc., Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

DOL schedule card

Filing strip 472519908 · Sr Administrative Services, Inc. PY 2022 · ESOP

Sr Administrative Services, Inc., Employee Stock Ownership Plan · $116K · 58 · 7th

  • IND $116K
  • EOY 58
  • 5500 7th
  • ASSETS ESOP
  • PCT near Dynacoil Employee Stock Ownership Plan
  • EIN ind #795

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 Colorado →

Sr Administrative Services, Inc., Employee Stock Ownership Plan in the asset neighbourhood

Sr Administrative Services, Inc., Employee Stock Ownership PlanSr Administrative Services, …$116KDynacoil Employee Stock Ownership PlanDynacoil Employee Stock Owne…$117KFirst Independence Corporation Stock Ownership PlanFirst Independence Corporati…$120KCsr, Incorporated Employee Stock Ownership PlanCsr, Incorporated Employee S…$113KLab-Aids, Inc. Employee Stock Ownership PlanLab-Aids, Inc. Employee Stoc…$113K
End-of-year total assets ($M) among Sr Administrative Services, Inc., Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sr Administrative Services, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Sr Administrative Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$125K 7.854387947919274% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.12M $0.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 58 $116K
2023 1 61 $125K
2024 1 29 $125K

2022 asset-move particulars

Total Assets (Beginning of Year)$103K
Net Assets (End of Year)$113K
Net Income$14K
Employer EIN472519908
Plan Effective Date2014-12-18
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Sr Administrative Services, Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Sr Administrative Services, Inc., Employee Stock Ownership Plan, Total assets ($M): 0.115897 · Participants: 58Sr Administrative Services, Inc., Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Sr Administrative Services, Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Sr Administrative Services, Inc., Employee Stock Ownership Plan side-by-side with 3 peers →

Sr Administrative Services, Inc., Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Dynacoil Employee Stock Ownership Plan in IL ($117K); by covered participants it is Communities First Financial Corporation Employee Stock Ownership Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Sr Administrative Services, Inc., Employee Stock Ownership Plan assets move in 2022? ▼
Sr Administrative Services, Inc., Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2022, from $103K to $116K. Reported net income was $14K.
How have Sr Administrative Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sr Administrative Services, Inc.'s sponsor-wide assets grew 7.9%, from $116K to $125K.
Where does Sr Administrative Services, Inc., Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sr Administrative Services, Inc., Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sr Administrative Services, Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynacoil Employee Stock Ownership Plan in IL ($117K, 55 participants).
Which ESOP plans cover a similar participant headcount to Sr Administrative Services, Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Communities First Financial Corporation Employee Stock Ownership Plan in CA (58 participants, $11M 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 472519908.

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.