ESOP · DOL Form 5500 · 2022

Sohnen Enterprises, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
120
Participants Small participant base
63rd
Percentile by assets National rank
$74,989
Avg per participant Below avg balance/head
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Official DOL plan name: Sohnen Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sohnen Enterprises, Inc. · California · Wholesale Trade

$9M in assets, 120 participants

Sohnen Enterprises, Inc.'s Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported $9M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,731 in Wholesale Trade (6,843 peers)

Coverage in California

Sohnen Enterprises, Inc. Employee Stock Ownership Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,731
in Wholesale Trade (6,843 peers)
+2.3%
assets growth YoY

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,998,718 Top 37% higher than 63% 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

Sohnen Enterprises, Inc. Employee Stock Ownership Plan 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. Sohnen Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 952833510 · Sohnen Enterprises, Inc. PY 2022 · ESOP

Sohnen Enterprises, Inc. Employee Stock Ownership Plan · $9M · 120 · 63rd

  • BOOK $9M
  • BOOK 120
  • BOOK 63rd
  • BOOK ESOP
  • BOOK near Kafl, Inc. Employee Stock Ownership Plan
  • BOOK ind #3731

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 California →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Renkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$9MKumar and Associates, Inc. Employee Stock Ownership Plan and TrustKumar and Associates, Inc. E…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9MKafl, Inc. Employee Stock Ownership PlanKafl, Inc. Employee Stock Ow…$9MInnotec Employee Stock Ownership PlanInnotec Employee Stock Owner…$9M
End-of-year total assets ($M) among Sohnen Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$204K
Employer EIN952833510
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sohnen Enterprises, Inc.)

Sponsor-wide plan assets over time

All Sohnen Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 1.6615330359557083% vs 2022
2024 filing year
$14.4M$14.6M$14.8M$15M$15.2M$15.4M 202220232024 $14.6M $14.8M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 240 $15M
2023 2 230 $15M
2024 2 154 $15M

Nearby ESOP Plans in California

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

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sohnen Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008998718 · Participants: 120Sohnen Enterprises, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sohnen Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kafl, Inc. Employee Stock Ownership Plan in NY ($9M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Sohnen Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sohnen Enterprises, Inc. Employee Stock Ownership Plan edged up modestly - up 2.3% during 2022, from $9M to $9M. Reported net income was $204K.
How have Sohnen Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sohnen Enterprises, Inc.'s sponsor-wide assets grew 1.7%, from $15M to $15M.
Which ESOP plans are similar in size to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kafl, Inc. Employee Stock Ownership Plan in NY ($9M, 27 participants).
Which ESOP plans cover a similar participant headcount to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants, $29M 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 952833510.

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.