ESOP · DOL Form 5500 · 2023

Social Policy Research Associates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
55
Participants Small participant base
42nd
Percentile by assets National rank
$80,668
Avg per participant Below avg balance/head
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Official DOL plan name: Social Policy Research Associates Inc Employee Stock Ownership Plan · Sponsored by Social Policy Research Associates, Inc. · California · Administrative & Support Services

$4M in assets, 55 participants

Social Policy Research Associates, Inc.'s Social Policy Research Associates Inc Employee Stock Ownership Plan reported $4M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,837 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Social Policy Research Associates Inc Employee Stock Ownership Plan ranks #2,837 of 4,372 2023 filers by assets (650% of the sector average)-$4M for 55 participants.

#2,837
in Administrative & Support Services (4,372 peers)
-1.1%
assets change YoY

Social Policy Research Associates Inc Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Social Policy Research Associates Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$4,436,757 42nd percentile higher than 42% 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

Social Policy Research Associates Inc 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. Social Policy Research Associates Inc Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Social Policy Research Associates Inc Employee Stock Ownership Plan reported net income rose from -$888K in the plan year 2022 filing to $70K in the plan year 2023 filing.
  • Social Policy Research Associates Inc Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2022 filing to 55 in the plan year 2023 filing.
  • Social Policy Research Associates Inc Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943143216 · Social Policy Research Associates, Inc. PY 2023 · ESOP

Social Policy Research Associates Inc Employee Stock Ownership Plan · $4M · 55 · 42nd

  • 5500 $4M
  • 5500 55
  • 5500 42nd
  • 5500 ESOP
  • 5500 near Rural Electric, Inc. Employee Stock Ownership Plan
  • 5500 ind #2837

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 →

Social Policy Research Associates Inc Employee Stock Ownership Plan in the asset neighbourhood

Social Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$4MRural Electric, Inc. Employee Stock Ownership PlanRural Electric, Inc. Employe…$4MHighland Consulting Associates, Inc. Employee Stock Ownership PlanHighland Consulting Associat…$4MH&m Employee Stock Ownership PlanH&m Employee Stock Ownership…$4MEarl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$4M
End-of-year total assets ($M) among Social Policy Research Associates Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$70K
Employer EIN943143216
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Policy Research Associates, Inc.)

Sponsor-wide plan assets over time

All Social Policy Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.6790522467903% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.49M $4.79M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 55 $4M
2024 1 52 $5M

Nearby ESOP Plans in California

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

Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Social Policy Research Associates Inc Employee Stock Ownership Plan, Total assets ($B): 0.004436757 · Participants: 55Social Policy Research Associates Inc 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
Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Social Policy Research Associates Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Social Policy Research Associates Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Rural Electric, Inc. Employee Stock Ownership Plan in AZ ($4M); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Social Policy Research Associates Inc Employee Stock Ownership Plan assets move in 2023? ▼
Social Policy Research Associates Inc Employee Stock Ownership Plan edged down modestly - down 1.1% during 2023, from $4M to $4M. Reported net income was $70K.
How have Social Policy Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Policy Research Associates, Inc.'s sponsor-wide assets grew 6.7%, from $4M to $5M.
Which ESOP plans are similar in size to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rural Electric, Inc. Employee Stock Ownership Plan in AZ ($4M, 81 participants).
Which ESOP plans cover a similar participant headcount to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants, $15M 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 943143216.

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.