ESOP · DOL Form 5500 · 2022
Secure Investing Partners LLC ESOP
Data updated 2026-08-25
- $20K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 2nd
- Percentile by assets National rank
Official DOL plan name: Secure Investing Partners LLC ESOP Plan · Sponsored by Secure Investing Partners LLC · Arizona · Administrative & Support Services
$20K in assets, N/A participants
Secure Investing Partners LLC's Secure Investing Partners LLC ESOP Plan reported $20K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #209 in Administrative & Support Services (4,927 peers)
Secure Investing Partners LLC multi-year trail
Secure Investing Partners LLC's plans moved +303.3% in assets from 2022 to 2024; this filing shows Secure Investing Partners LLC ESOP Plan at $20K / N/A participants.
- #209
- in Administrative & Support Services (4,927 peers)
- $20K
- reported net income
Secure Investing Partners LLC ESOP Plan among the smaller filed plans by assets
Secure Investing Partners LLC ESOP Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,000 2nd percentile higher than 2% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 933386887 · Secure Investing Partners LLC PY 2022 · ESOP
Secure Investing Partners LLC ESOP Plan · $20K · N/A · 2nd
- ASSETS $20K
- ASSETS N/A
- ASSETS 2nd
- ASSETS ESOP
- ASSETS near Advanced Equity Management, Inc. Employee Stock Ownership Plan
- ASSETS ind #209
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 Arizona →
Secure Investing Partners LLC ESOP Plan in the asset neighbourhood
Secure Investing Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Secure Investing Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $81K 303.335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $20K |
| 2023 | 1 | 20 | $81K |
| 2024 | 1 | 20 | $81K |
Secure Investing Partners LLC filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $20K |
| Net Income | $20K |
| Employer EIN | 933386887 |
| Plan Effective Date | 2022-04-15 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Secure Investing Partners LLC ESOP Plan's closest out-of-state ESOP peers by assets
Outside Arizona, the nearest ESOP by end-of-year assets is Advanced Equity Management, Inc. Employee Stock Ownership Plan in TX at $20K (this filing: $20K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.