ESOP · DOL Form 5500 · 2022

Sharpe Executive Group, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
4
Participants
82nd
Percentile by assets
$6.8M
Avg per participant
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Official DOL plan name: Sharpe Executive Group, Inc. Employee Stock Ownership Plan · Sponsored by Sharpe Executive Group, Inc. · California · Construction

$27M in assets, 4 participants

Sharpe Executive Group, Inc.'s Sharpe Executive Group, Inc. Employee Stock Ownership Plan reported $27M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #8,007 in Construction (9,927 peers)

Where Sharpe Executive Group, Inc. Employee Stock Ownership Plan sits by assets

Sharpe Executive Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 4 participants (~$6.8M/participant), up 13.0% in 2022.

$27M
total plan assets (2022 EOY)
4
covered participants
82nd
percentile by assets (of 139,126 plans)
$6.8M
avg assets per participant

Where Sharpe Executive Group, Inc. Employee Stock Ownership Plan sits by total assets

Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,173,279 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Construction

Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Sharpe Executive Group, Inc. Employee Stock Ownership Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN954883689
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharpe Executive Group, Inc.)

$15M$20M$25M$30M 20222023 $27.2M $20.3M ▼ -25.2%
Total plan assets by year, all Sharpe Executive Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $27M
2023 1 4 $20M

Nearby ESOP Plans in California

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

Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sharpe Executive Gro…, Total assets ($B): 0.027173279 · Participants: 4Sharpe Executive Gro…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sharpe Executive Group, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sharpe Executive Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sharpe Executive Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sharpe Executive Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2022, from $24M to $27M. Reported net income was $3M.
How have Sharpe Executive Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sharpe Executive Group, Inc.'s sponsor-wide assets declined 25.2%, from $27M to $20M.
Where does Sharpe Executive Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sharpe Executive Group, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Sharpe Executive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Almar Contracting Corp Employee Stock Ownership Plan in NY ($27M, 13 participants).

Next read for Sharpe Executive Group, Inc. Employee St…

Scale reading

Ways to act on Sharpe Executive Group, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Sharpe Executive Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Sharpe Executive Group, Inc.'s sponsor-wide assets have declined 25.2% since 2022 across 2 plan years on file. More Construction plans

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 954883689.

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.