ESOP · DOL Form 5500 · 2022

Software Engineering Professionals, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
130
Participants Small participant base
87th
Percentile by assets National rank
$325,991
Avg per participant High balance/head
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Official DOL plan name: Sep Employee Stock Ownership Plan and Trust · Sponsored by Software Engineering Professionals, Inc. · Indiana · Professional & Technical Services

$42M in assets, 130 participants

Software Engineering Professionals, Inc.'s Sep Employee Stock Ownership Plan and Trust reported $42M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,859 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Sep Employee Stock Ownership Plan and Trust covers 130 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $42M.

#18,859
in Professional & Technical Services (21,562 peers)
-1.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $562K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sep Employee Stock Ownership Plan and Trust's outsized position by total assets

Sep Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$42,378,767 Top 13% higher than 87% 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

Sep Employee Stock Ownership Plan and Trust 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. Sep Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 351740069 · Software Engineering Professionals, Inc. PY 2022 · ESOP

Sep Employee Stock Ownership Plan and Trust · $42M · 130 · 87th

  • PCT $42M
  • PCT 130
  • PCT 87th
  • PCT ESOP
  • PCT near Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #18859

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 →

Sep Employee Stock Ownership Plan and Trust in the asset neighbourhood

Abbey Paving and Sealcoating Co. Employee Stock Ownership PlanAbbey Paving and Sealcoating…$42MSep Employee Stock Ownership Plan and TrustSep Employee Stock Ownership…$42MAssurance Mfg Co. Inc. Employee Stock Ownership Plan and TrustAssurance Mfg Co. Inc. Emplo…$42MThe Lewis Chemical Company Employee Stock Ownership PlanThe Lewis Chemical Company E…$42MTower Products ESOP$42M
End-of-year total assets ($M) among Sep Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$42M
Net Income-$562K
Employer EIN351740069
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Software Engineering Professionals, Inc.)

Sponsor-wide plan assets over time

All Software Engineering Professionals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.83227152190608% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 268 $66M
2023 2 280 $75M
2024 2 302 $85M

Nearby ESOP Plans in Indiana

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

Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Sep Employee Stock Ownership Plan and Trust, Total assets ($B): 0.042378767 · Participants: 130Sep Employee Stock Ownership Plan and TrustJasper 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
Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sep Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sep Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN ($42M); by covered participants it is Texas Scenic Company, Inc. Employee Stock Ownership Plan in TX (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Sep Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Sep Employee Stock Ownership Plan and Trust edged down modestly - down 1.3% during 2022, from $43M to $42M. Reported net income was -$562K.
How have Software Engineering Professionals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Software Engineering Professionals, Inc.'s sponsor-wide assets grew 29.8%, from $66M to $85M.
Where does Sep Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Sep Employee Stock Ownership Plan and Trust ranks in the 87th 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 Sep Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN ($42M, 142 participants).
Which ESOP plans cover a similar participant headcount to Sep Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Texas Scenic Company, Inc. Employee Stock Ownership Plan in TX (130 participants, $17M 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 351740069.

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.