ESOP · DOL Form 5500 · 2022

Srf Consulting Group, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
352
Participants Below avg headcount
89th
Percentile by assets National rank
$156,501
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Srf Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Srf Consulting Group, Inc. · Minnesota · Professional & Technical Services

$55M in assets, 352 participants

Srf Consulting Group, Inc.'s Srf Consulting Group, Inc. Employee Stock Ownership Plan reported $55M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,375 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Srf Consulting Group, Inc. Employee Stock Ownership Plan covers 352 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $55M.

#19,375
in Professional & Technical Services (21,562 peers)
+19.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Srf Consulting Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$55,088,452 Top 11% higher than 89% 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

Srf Consulting Group, 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. Srf Consulting Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (352 participants).

EBSA filing schedule strip

Filing strip 410847319 · Srf Consulting Group, Inc. PY 2022 · ESOP

Srf Consulting Group, Inc. Employee Stock Ownership Plan · $55M · 352 · 89th

  • IND $55M
  • IND 352
  • IND 89th
  • IND ESOP
  • IND near The Christman Employee Stock Ownership Plan
  • IND ind #19375

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 →

Srf Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

West Valley Construction Co., Inc. ESOPWest Valley Construction Co.…$55MTemperature Systems, Inc. Employee Stock Ownership PlanTemperature Systems, Inc. Em…$55MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$55MThe Christman Employee Stock Ownership PlanThe Christman Employee Stock…$55MFishback Financial Corporation Employee Stock Ownership PlanFishback Financial Corporati…$55M
End-of-year total assets ($M) among Srf Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN410847319
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srf Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Srf Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$178M 39.54602219955968% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $128M $178M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 690 $128M
2023 2 697 $156M
2024 2 792 $178M

Nearby ESOP Plans in Minnesota

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

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Srf Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 55.088452 · Participants: 352Srf Consulting Group, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Srf Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Srf Consulting Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is The Christman Employee Stock Ownership Plan in MI ($55M); by covered participants it is James a. Scott & Son, Incorporated Employee Stock Ownership Plan in VA (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Srf Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan grew sharply - up 19.3% during 2022, from $46M to $55M. Reported net income was $9M.
How have Srf Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srf Consulting Group, Inc.'s sponsor-wide assets grew 39.5%, from $128M to $178M.
Where does Srf Consulting Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Christman Employee Stock Ownership Plan in MI ($55M, 693 participants).
Which ESOP plans cover a similar participant headcount to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is James a. Scott & Son, Incorporated Employee Stock Ownership Plan in VA (352 participants, $184M 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 410847319.

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.