ESOP · DOL Form 5500 · 2022
Symbria Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1,037
- Participants Near avg headcount
- 34th
- Percentile by assets National rank
- $2,020
- Avg per participant Low balance/head
Official DOL plan name: Symbria Inc. Employee Stock Ownership Plan · Sponsored by Symbria Inc. · Illinois · Healthcare & Social Assistance
$2M in assets, 1,037 participants
Symbria Inc.'s Symbria Inc. Employee Stock Ownership Plan reported $2M in total assets and 1,037 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #7,192 in Healthcare & Social Assistance (20,060 peers)
Symbria Inc. multi-year trail
Symbria Inc.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Symbria Inc. Employee Stock Ownership Plan at $2M / 1,037 participants.
- #7,192
- in Healthcare & Social Assistance (20,060 peers)
- -69.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Symbria Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Symbria Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,094,891 34th percentile higher than 34% 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
Symbria Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symbria Inc. Employee Stock Ownership Plan lands in the large band (1,037 participants).
Form 5500 schedule snapshot
Filing strip 364297908 · Symbria Inc. PY 2022 · ESOP
Symbria Inc. Employee Stock Ownership Plan · $2M · 1,037 · 34th
- TYPE $2M
- TYPE 1,037
- TYPE 34th
- TYPE ESOP
- TYPE near Collage Companies Employee Stock Ownership Plan
- TYPE ind #7192
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 Illinois →
Symbria Inc. Employee Stock Ownership Plan in the asset neighbourhood
Symbria Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Symbria Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 16.64905457887027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,831 | $50M |
| 2023 | 2 | 2,673 | $58M |
| 2024 | 2 | 2,756 | $58M |
Symbria Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | -$30M |
| Net Income | -$2M |
| Employer EIN | 364297908 |
| Plan Effective Date | 2015-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Symbria Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Collage Companies Employee Stock Ownership Plan in FL ($2M); by covered participants it is Locke Supply Co. Employee Stock Ownership Plan in OK (1,040 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,037 participants); asset peers above are excluded.
- Locke Supply Co. Employee Stock Ownership Plan (OK) 1,040 · 3 off
- VI-Jon Employee Stock Ownership Plan (MO) 1,030 · 7 off
- Travel and Transport, Inc. Profit Sharing Plan and Trust (NE) 1,048 · 11 off
- Molded Fiber Glass Companies Employees Stock Ownership Plan (OH) 1,050 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.