ESOP · DOL Form 5500 · 2023

Sutter Instrument Corp. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
68
Participants Small participant base
57th
Percentile by assets National rank
$138,586
Avg per participant Near avg balance/head
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Official DOL plan name: Sutter Instrument Employee Stock Ownership Plan · Sponsored by Sutter Instrument Corp. · California · Manufacturing

$9M in assets, 68 participants

Sutter Instrument Corp.'s Sutter Instrument Employee Stock Ownership Plan reported $9M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,083 in Manufacturing (18,722 peers)

Sutter Instrument Corp. multi-year trail

Sutter Instrument Corp.'s plans moved +19.4% in assets from 2022 to 2024; this filing shows Sutter Instrument Employee Stock Ownership Plan at $9M / 68 participants.

#8,083
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY

Sutter Instrument Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Sutter Instrument Employee Stock Ownership Plan vs every filed plan by assets

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

$9,423,863 Top 43% higher than 57% 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

Sutter Instrument 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. Sutter Instrument Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutter Instrument Employee Stock Ownership Plan reported net income rose from $405K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sutter Instrument Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sutter Instrument Employee Stock Ownership Plan reported participants rose from 63 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942434458 · Sutter Instrument Corp. PY 2023 · ESOP

Sutter Instrument Employee Stock Ownership Plan · $9M · 68 · 57th

  • PHOTO $9M
  • PHOTO 68
  • PHOTO 57th
  • PHOTO ESOP
  • PHOTO near Aerodyne Research, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8083

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 →

Sutter Instrument Employee Stock Ownership Plan in the asset neighbourhood

Geokon Employee Stock Ownership PlanGeokon Employee Stock Owners…$9MMaul Foster & Alongi, Inc. Employee Stock Ownership PlanMaul Foster & Alongi, Inc. E…$9MSutter Instrument Employee Stock Ownership PlanSutter Instrument Employee S…$9MAerodyne Research, Inc. Employee Stock Ownership PlanAerodyne Research, Inc. Empl…$9MSouthern Illinois Bancorp, Inc. Employees Stock Ownership PlanSouthern Illinois Bancorp, I…$9M
End-of-year total assets ($M) among Sutter Instrument Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sutter Instrument Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sutter Instrument Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 19.44790196375214% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.3M $31.4M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 124 $26M
2023 2 134 $33M
2024 2 138 $31M

Sutter Instrument Corp. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN942434458
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sutter Instrument Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sutter Instrument Employee Stock Ownership Plan, Total assets ($B): 0.009423863 · Participants: 68Sutter Instrument Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sutter Instrument Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sutter Instrument Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Aerodyne Research, Inc. Employee Stock Ownership Plan in MA ($9M); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Sutter Instrument Employee Stock Ownership Plan assets move in 2023? ▼
Sutter Instrument Employee Stock Ownership Plan grew sharply - up 20.2% during 2023, from $8M to $9M. Reported net income was $2M.
How have Sutter Instrument Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Instrument Corp.'s sponsor-wide assets grew 19.4%, from $26M to $31M.
Which ESOP plans are similar in size to Sutter Instrument Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aerodyne Research, Inc. Employee Stock Ownership Plan in MA ($9M, 57 participants).
Which ESOP plans cover a similar participant headcount to Sutter Instrument Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 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 942434458.

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.