ESOP · DOL Form 5500 · 2023
Somerville, Inc. ESOP
Data updated 2026-08-11
- $9M
- Total assets
- 39
- Participants
- 56th
- Percentile by assets
- $227,123
- Avg per participant
Official DOL plan name: Somerville, Inc. Employee Stock Ownership Plan · Sponsored by Somerville, Inc. · Wisconsin · Professional & Technical Services
$9M in assets, 39 participants
Somerville, Inc.'s Somerville, Inc. Employee Stock Ownership Plan reported $9M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- 56th percentile by assets (of 127,072 plans)
- #11,058 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Somerville, Inc. Employee Stock Ownership Plan holds $9M for 39 participants - about $227,123 per participant, above the median plan by assets.
- $9M
- total plan assets (2023 EOY)
- 39
- covered participants
- 56th
- percentile by assets (of 127,072 plans)
- $227,123
- avg assets per participant
Where Somerville, Inc. Employee Stock Ownership Plan sits by total assets
Somerville, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,857,792 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Somerville, Inc. Employee Stock Ownership Plan reported net income fell from $367K in the plan year 2022 filing to $123K in the plan year 2023 filing.
- Somerville, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
ESOP filing for Somerville, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 390915571 ; effective since 1999-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $123K |
| Employer EIN | 390915571 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Somerville, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $9M |
| 2023 | 1 | 39 | $9M |
| 2024 | 1 | 43 | $9M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Somerville, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Somerville, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Somerville, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Somerville, Inc.'s sponsor-wide assets have grown 6.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans