ESOP · DOL Form 5500 · 2023

Sommerville-Wilson, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
43rd
Percentile by assets National rank
$119,848
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Split Rock Studios Employee Stock Ownership Plan and Trust · Sponsored by Sommerville-Wilson, Inc. · Minnesota · Professional & Technical Services

$5M in assets, 39 participants

Sommerville-Wilson, Inc.'s Split Rock Studios Employee Stock Ownership Plan and Trust reported $5M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,274 in Professional & Technical Services (20,321 peers)

Sommerville-Wilson, Inc. multi-year trail

Sommerville-Wilson, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Split Rock Studios Employee Stock Ownership Plan and Trust at $5M / 39 participants.

#8,274
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY

Split Rock Studios Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Split Rock Studios Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,674,064 43rd percentile higher than 43% 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

Split Rock Studios Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Split Rock Studios Employee Stock Ownership Plan and Trust is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Split Rock Studios Employee Stock Ownership Plan and Trust reported net income rose from -$325K in the plan year 2022 filing to $782K in the plan year 2023 filing.
  • Split Rock Studios Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Split Rock Studios Employee Stock Ownership Plan and Trust reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411971376 · Sommerville-Wilson, Inc. PY 2023 · ESOP

Split Rock Studios Employee Stock Ownership Plan and Trust · $5M · 39 · 43rd

  • ASSETS $5M
  • PCT 39
  • EIN 43rd
  • RANK ESOP
  • PHOTO near Clickstop, Inc. Employee Stock Ownership Plan
  • IND ind #8274

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 Minnesota →

Split Rock Studios Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ecigroup Employee Stock Ownership PlanEcigroup Employee Stock Owne…$5MKentwood Office Furniture Employee Stock Ownership TrustKentwood Office Furniture Em…$5MSplit Rock Studios Employee Stock Ownership Plan and TrustSplit Rock Studios Employee …$5MClickstop, Inc. Employee Stock Ownership PlanClickstop, Inc. Employee Sto…$5MAts Employee Stock Ownership PlanAts Employee Stock Ownership…$5M
End-of-year total assets ($M) among Split Rock Studios Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sommerville-Wilson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sommerville-Wilson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.289377399664094% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.64M $9.8M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 76 $8M
2023 2 80 $9M
2024 2 68 $10M

Sommerville-Wilson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$782K
Employer EIN411971376
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Split Rock Studios Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Split Rock Studios Employee Stock Ownership Plan and Trust, Total assets ($M): 4.674064 · Participants: 39Split Rock Studios Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Split Rock Studios Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Split Rock Studios Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Clickstop, Inc. Employee Stock Ownership Plan in IA ($5M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Split Rock Studios Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Split Rock Studios Employee Stock Ownership Plan and Trust grew sharply - up 19.9% during 2023, from $4M to $5M. Reported net income was $782K.
How have Sommerville-Wilson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sommerville-Wilson, Inc.'s sponsor-wide assets grew 28.3%, from $8M to $10M.
Which ESOP plans are similar in size to Split Rock Studios Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Clickstop, Inc. Employee Stock Ownership Plan in IA ($5M, 141 participants).
Which ESOP plans cover a similar participant headcount to Split Rock Studios Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 411971376.

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.