ESOP · DOL Form 5500 · 2022

Summers of Brownsburg, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
107
Participants Small participant base
79th
Percentile by assets National rank
$215,888
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summers of Brownsburg ESOP · Sponsored by Summers of Brownsburg, Inc. · Indiana · Construction

$23M in assets, 107 participants

Summers of Brownsburg, Inc.'s Summers of Brownsburg ESOP reported $23M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,797 in Construction (9,927 peers)

Coverage in Indiana

Summers of Brownsburg ESOP covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $23M.

#7,797
in Construction (9,927 peers)
+38.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Summers of Brownsburg ESOP's outsized position by total assets

Summers of Brownsburg ESOP vs every filed plan by assets

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

$23,100,000 Top 21% higher than 79% 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

Summers of Brownsburg ESOP among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summers of Brownsburg ESOP sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 454502260 · Summers of Brownsburg, Inc. PY 2022 · ESOP

Summers of Brownsburg ESOP · $23M · 107 · 79th

  • PCT $23M
  • PCT 107
  • PCT 79th
  • PCT ESOP
  • PCT near Wire Experts Group, Inc. Employee Stock Ownership Plan
  • PCT ind #7797

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 Indiana →

Summers of Brownsburg ESOP in the asset neighbourhood

Hydro-Vac Holdings Employee Stock Ownership PlanHydro-Vac Holdings Employee …$23MEct Employee Stock Ownership PlanEct Employee Stock Ownership…$23MWire Experts Group, Inc. Employee Stock Ownership PlanWire Experts Group, Inc. Emp…$23MSummers of Brownsburg ESOP$23MGeneral Rubber & Plastics of Louisville, Inc. Employee Stock Ownership PlanGeneral Rubber & Plastics of…$23M
End-of-year total assets ($M) among Summers of Brownsburg ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income$7M
Employer EIN454502260
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summers of Brownsburg, Inc.)

Sponsor-wide plan assets over time

All Summers of Brownsburg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 103.46320346320346% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.1M $47M ▲ +103.5%
Year Plans Participants Total Assets
2022 1 107 $23M
2023 1 127 $33M
2024 1 147 $47M

Nearby ESOP Plans in Indiana

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

Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Summers of Brownsburg ESOP, Total assets ($B): 0.0231 · Participants: 107Summers of Brownsburg ESOPJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Summers of Brownsburg ESOP side-by-side with 3 peers →

Summers of Brownsburg ESOP's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Wire Experts Group, Inc. Employee Stock Ownership Plan in FL ($23M); by covered participants it is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Summers of Brownsburg ESOP assets move in 2022? ▼
Summers of Brownsburg ESOP surged - up 38.0% during 2022, from $17M to $23M. Reported net income was $7M.
How have Summers of Brownsburg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers of Brownsburg, Inc.'s sponsor-wide assets grew 103.5%, from $23M to $47M.
Where does Summers of Brownsburg ESOP rank by assets among Form 5500 filers? ▼
Summers of Brownsburg ESOP ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by assets is Wire Experts Group, Inc. Employee Stock Ownership Plan in FL ($23M, 114 participants).
Which ESOP plans cover a similar participant headcount to Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants, $828K 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 454502260.

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.