ESOP · DOL Form 5500 · 2022
The Sigma Group, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $226,014
- Avg per participant Above avg balance/head
Official DOL plan name: Sigma Employee Stock Ownership Plan · Sponsored by The Sigma Group, Inc. · Wisconsin · Professional & Technical Services
$11M in assets, 47 participants
The Sigma Group, Inc.'s Sigma Employee Stock Ownership Plan reported $11M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,017 in Professional & Technical Services (21,562 peers)
The Sigma Group, Inc. multi-year trail
The Sigma Group, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows Sigma Employee Stock Ownership Plan at $11M / 47 participants.
- #14,017
- in Professional & Technical Services (21,562 peers)
- +3.8%
- assets growth YoY
Sigma Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sigma Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,622,663 Top 34% higher than 66% 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
Sigma 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. Sigma Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.
DOL schedule card
Filing strip 391687373 · The Sigma Group, Inc. PY 2022 · ESOP
Sigma Employee Stock Ownership Plan · $11M · 47 · 66th
- ASSETS $11M
- ASSETS 47
- ASSETS 66th
- ASSETS ESOP
- ASSETS near Van's Aircraft, Inc. Employee Stock Ownership Plan
- ASSETS ind #14017
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 Wisconsin →
Sigma Employee Stock Ownership Plan in the asset neighbourhood
The Sigma Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Sigma Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 14.220181888477493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $11M |
| 2023 | 1 | 56 | $12M |
| 2024 | 1 | 60 | $12M |
The Sigma Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $548K |
| Employer EIN | 391687373 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Sigma Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Van's Aircraft, Inc. Employee Stock Ownership Plan in OR ($11M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.