ESOP · DOL Form 5500 · 2023

S&y Group, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
41
Participants Small participant base
68th
Percentile by assets National rank
$384,416
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swanson & Youngdale Employee Stock Ownership Plan · Sponsored by S&y Group, Inc. · Minnesota · Construction

$16M in assets, 41 participants

S&y Group, Inc.'s Swanson & Youngdale Employee Stock Ownership Plan reported $16M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,028 in Construction (9,030 peers)

What the 2023 filing shows

Swanson & Youngdale Employee Stock Ownership Plan holds $16M for 41 participants - about $384,416 per participant, above the median plan by assets.

#6,028
in Construction (9,030 peers)
-0.2%
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.

Swanson & Youngdale Employee Stock Ownership Plan's outsized position by total assets

Swanson & Youngdale Employee Stock Ownership Plan vs every filed plan by assets

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

$15,761,071 Top 32% higher than 68% 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

Swanson & Youngdale 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. Swanson & Youngdale Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swanson & Youngdale Employee Stock Ownership Plan reported net income fell from -$163K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Swanson & Youngdale Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842229083 · S&y Group, Inc. PY 2023 · ESOP

Swanson & Youngdale Employee Stock Ownership Plan · $16M · 41 · 68th

  • PCT $16M
  • PCT 41
  • PCT 68th
  • PCT ESOP
  • PCT near Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan
  • PCT ind #6028

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 →

Swanson & Youngdale Employee Stock Ownership Plan in the asset neighbourhood

Peter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$16MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$16MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$16MMaterial Motion, Inc. Employee Stock Ownership PlanMaterial Motion, Inc. Employ…$16MDon Hoban Co., Inc. Employee Stock Ownership PlanDon Hoban Co., Inc. Employee…$16M
End-of-year total assets ($M) among Swanson & Youngdale Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN842229083
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&y Group, Inc.)

Sponsor-wide plan assets over time

All S&y Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.293191950364422% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M$17.5M 202220232024 $15.8M $17M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 40 $16M
2023 1 41 $16M
2024 1 42 $17M

Nearby ESOP Plans in Minnesota

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

Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Swanson & Youngdale Employee Stock Ownership Plan, Total assets ($M): 15.761071 · Participants: 41Swanson & Youngdale Employee Stock Ownership PlanAndersen 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
Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Swanson & Youngdale Employee Stock Ownership Plan side-by-side with 3 peers →

Swanson & Youngdale Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan in CA ($16M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Swanson & Youngdale Employee Stock Ownership Plan assets move in 2023? ▼
Swanson & Youngdale Employee Stock Ownership Plan held essentially flat - down 0.2% during 2023, from $16M to $16M. Reported net income was -$2M.
How have S&y Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&y Group, Inc.'s sponsor-wide assets grew 7.3%, from $16M to $17M.
Which ESOP plans are similar in size to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan in CA ($16M, 186 participants).
Which ESOP plans cover a similar participant headcount to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 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 842229083.

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.