ESOP · DOL Form 5500 · 2022

Software Engineering Professionals, Inc. ESOP

Data updated 2026-08-11

$42M
Total assets
130
Participants
87th
Percentile by assets
$325,991
Avg per participant
PlainRetire home → About this data

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.

  • 87th percentile by assets (of 139,126 plans)
  • #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.

$42M
total plan assets (2022 EOY)
130
covered participants
87th
percentile by assets (of 139,126 plans)
$325,991
avg assets per participant

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.

Where Sep Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

State
Indiana
Industry
Professional & Technical Services

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Sep Employee Stock Ownership Plan and Trust reports 130 participants - about 24% of that state average ($42M EOY assets).

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.)

$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.8%
Total plan assets by year, all Software Engineering Professionals, Inc. plans on file
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 ($B) Participants Sep Employee Stock O…, Total assets ($B): 0.042378767 · Participants: 130Sep Employee Stock O…Jasper Holdings, Inc…, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee …Wood-Mizer Holdings,…, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings,…Superior Industrial …, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial …
Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sep Employee Stock Ownership Plan and Tr… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sep Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Sep Employee Stock Ownership Plan and Tr…

Filing takeaways

Ways to act on Sep Employee Stock Ownership Plan and Trust's numbers.

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.