ESOP · DOL Form 5500 · 2022

Sonalysts, Inc ESOP

Data updated 2026-08-25

$118M
Total assets Near avg plan size
410
Participants Below avg headcount
94th
Percentile by assets National rank
$288,852
Avg per participant High balance/head
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Official DOL plan name: Sonalysts, Inc. Employee Stock Ownership Plan · Sponsored by Sonalysts, Inc · Connecticut · Professional & Technical Services

$118M in assets, 410 participants

Sonalysts, Inc's Sonalysts, Inc. Employee Stock Ownership Plan reported $118M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,432 in Professional & Technical Services (21,562 peers)

Where Sonalysts, Inc. Employee Stock Ownership Plan sits by assets

Sonalysts, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $118M for 410 participants (~$288,852/participant), up 2.9% in 2022.

#20,432
in Professional & Technical Services (21,562 peers)
+2.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Sonalysts, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sonalysts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$118,429,241 Top 6% higher than 94% 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

Sonalysts, 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. Sonalysts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (410 participants).

Form 5500 schedule snapshot

Filing strip 060902362 · Sonalysts, Inc PY 2022 · ESOP

Sonalysts, Inc. Employee Stock Ownership Plan · $118M · 410 · 94th

  • SCH $118M
  • SCH 410
  • SCH 94th
  • SCH ESOP
  • SCH near 3ls, Inc. Employee Stock Ownership Plan
  • SCH ind #20432

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 Connecticut →

Sonalysts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D.a. Davidson Companies Employee Stock Ownership PlanD.a. Davidson Companies Empl…$119MGriffith Company Employee Stock Ownership PlanGriffith Company Employee St…$119M3ls, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Own…$118MSonalysts, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Sto…$118MBuilders Supply Co. , Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. E…$117M
End-of-year total assets ($M) among Sonalysts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$118M
Net Income$3M
Employer EIN060902362
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonalysts, Inc)

Sponsor-wide plan assets over time

All Sonalysts, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$272M 14.953632602864719% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 820 $236M
2023 2 836 $259M
2024 2 817 $272M

Nearby ESOP Plans in Connecticut

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

Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400 Total assets ($M) Participants Sonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership PlanBozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan, Total assets ($M): 44.472979 · Participants: 1209Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan
Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Sonalysts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is 3ls, Inc. Employee Stock Ownership Plan in TN ($118M); by covered participants it is Measurement Incorporated Employee Stock Ownership Plan in NC (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Sonalysts, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sonalysts, Inc. Employee Stock Ownership Plan edged up modestly - up 2.9% during 2022, from $115M to $118M. Reported net income was $3M.
How have Sonalysts, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonalysts, Inc's sponsor-wide assets grew 15.0%, from $236M to $272M.
Where does Sonalysts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sonalysts, Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 3ls, Inc. Employee Stock Ownership Plan in TN ($118M, 505 participants).
Which ESOP plans cover a similar participant headcount to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Measurement Incorporated Employee Stock Ownership Plan in NC (410 participants, $11M 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 060902362.

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.