ESOP · DOL Form 5500 · 2023

Sallop Insurance ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
14
Participants Small participant base
69th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sallop Insurance Employee Stock Ownership Plan · Sponsored by Sallop Insurance · Massachusetts · Finance & Insurance

$17M in assets, 14 participants

Sallop Insurance's Sallop Insurance Employee Stock Ownership Plan reported $17M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,860 in Finance & Insurance (8,869 peers)

2023 asset change

Sallop Insurance Employee Stock Ownership Plan grew at a solid clip 14.1% in 2023 ($15M → $17M) for 14 participants.

#4,860
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

Sallop Insurance Employee Stock Ownership Plan's outsized position by total assets

Sallop Insurance Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,614,253 Top 31% higher than 69% of 127,068 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 2023

Sallop Insurance Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sallop Insurance Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sallop Insurance Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sallop Insurance Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sallop Insurance Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042444641 · Sallop Insurance PY 2023 · ESOP

Sallop Insurance Employee Stock Ownership Plan · $17M · 14 · 69th

  • BOY $17M
  • SCH 14
  • EBSA 69th
  • PART ESOP
  • TYPE near The Wallick Companies, LLC Employee Stock Ownership Plan
  • NET ind #4860

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 Massachusetts →

Sallop Insurance Employee Stock Ownership Plan in the asset neighbourhood

Broulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$17MThe Wallick Companies, LLC Employee Stock Ownership PlanThe Wallick Companies, LLC E…$17MWallick Ownership Plan$17MUnited Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$17MSallop Insurance Employee Stock Ownership PlanSallop Insurance Employee St…$17M
End-of-year total assets ($M) among Sallop Insurance Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sallop Insurance years around the 2023 move

Sponsor-wide plan assets over time

All Sallop Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.90258208835061% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.6M $15.6M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 16 $15M
2023 1 14 $17M
2024 1 15 $16M

2023 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN042444641
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Sallop Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Sallop Insurance Employee Stock Ownership Plan, Total assets ($M): 16.614253 · Participants: 14Sallop Insurance Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Sallop Insurance Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Sallop Insurance Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is The Wallick Companies, LLC Employee Stock Ownership Plan in OH ($17M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sallop Insurance Employee Stock Ownership Plan assets move in 2023? ▼
Sallop Insurance Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2023, from $15M to $17M. Reported net income was $4M.
How have Sallop Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sallop Insurance's sponsor-wide assets grew 6.9%, from $15M to $16M.
Which ESOP plans are similar in size to Sallop Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Wallick Companies, LLC Employee Stock Ownership Plan in OH ($17M, 463 participants).
Which ESOP plans cover a similar participant headcount to Sallop Insurance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042444641.

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.