ESOP · DOL Form 5500 · 2022

Social Policy Research Associates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
45
Participants Small participant base
48th
Percentile by assets National rank
$99,698
Avg per participant Below avg balance/head
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Official DOL plan name: Social Policy Research Associates Inc Employee Stock Ownership Plan · Sponsored by Social Policy Research Associates, Inc. · California · Administrative & Support Services

$4M in assets, 45 participants

Social Policy Research Associates, Inc.'s Social Policy Research Associates Inc Employee Stock Ownership Plan reported $4M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,485 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Social Policy Research Associates Inc Employee Stock Ownership Plan ranks #3,485 of 4,927 2022 filers by assets (643% of the sector average)-$4M for 45 participants.

#3,485
in Administrative & Support Services (4,927 peers)
-14.8%
assets change YoY

The plan reported a net loss of $888K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Social Policy Research Associates Inc Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Social Policy Research Associates Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$4,486,400 48th percentile higher than 48% 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

Social Policy Research 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. Social Policy Research Associates Inc Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943143216 · Social Policy Research Associates, Inc. PY 2022 · ESOP

Social Policy Research Associates Inc Employee Stock Ownership Plan · $4M · 45 · 48th

  • PART $4M
  • TYPE 45
  • NET 48th
  • BOOK ESOP
  • VS-ST near T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan
  • BOY ind #3485

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 California →

Social Policy Research Associates Inc Employee Stock Ownership Plan in the asset neighbourhood

Social Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$4MT.R. Arnold & Associates, Inc. Employee Stock Ownership PlanT.R. Arnold & Associates, In…$4MAmigos Employee Stock Ownership Plan and TrustAmigos Employee Stock Owners…$4MYk Holdings, Inc. Employee Stock Ownership PlanYk Holdings, Inc. Employee S…$4MNew England Discount Retailers, Inc. Employee Stock Ownership PlanNew England Discount Retaile…$4M
End-of-year total assets ($M) among Social Policy Research Associates Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$888K
Employer EIN943143216
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Policy Research Associates, Inc.)

Sponsor-wide plan assets over time

All Social Policy Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.6790522467903% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.49M $4.79M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 55 $4M
2024 1 52 $5M

Nearby ESOP Plans in California

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

Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Social Policy Research Associates Inc Employee Stock Ownership Plan, Total assets ($B): 0.0044864 · Participants: 45Social Policy Research Associates Inc Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Social Policy Research Associates Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Social Policy Research Associates Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan in IN ($4M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Social Policy Research Associates Inc Employee Stock Ownership Plan assets move in 2022? ▼
Social Policy Research Associates Inc Employee Stock Ownership Plan pulled back noticeably - down 14.8% during 2022, from $5M to $4M. Reported net income was -$888K.
How have Social Policy Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Policy Research Associates, Inc.'s sponsor-wide assets grew 6.7%, from $4M to $5M.
Which ESOP plans are similar in size to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan in IN ($4M, 24 participants).
Which ESOP plans cover a similar participant headcount to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M 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 943143216.

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.