ESOP · DOL Form 5500 · 2022

Sharpe Executive Group, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
4
Participants Small participant base
82nd
Percentile by assets National rank
$6.8M
Avg per participant High balance/head
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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.

  • #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.

#8,007
in Construction (9,927 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sharpe Executive Group, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Sharpe Executive Group, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharpe Executive Group, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 954883689 · Sharpe Executive Group, Inc. PY 2022 · ESOP

Sharpe Executive Group, Inc. Employee Stock Ownership Plan · $27M · 4 · 82nd

  • 5500 $27M
  • ASSETS 4
  • PCT 82nd
  • EIN ESOP
  • RANK near Almar Contracting Corp Employee Stock Ownership Plan
  • PHOTO ind #8007

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 →

Sharpe Executive Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Morrison Construction Company, Inc. Employee Stock Ownership PlanMorrison Construction Compan…$27MGms Holdings Inc Employee Stock Ownership PlanGms Holdings Inc Employee St…$27MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$27MSharpe Executive Group, Inc. Employee Stock Ownership PlanSharpe Executive Group, Inc.…$27MAlmar Contracting Corp Employee Stock Ownership PlanAlmar Contracting Corp Emplo…$27M
End-of-year total assets ($M) among Sharpe Executive Group, 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)$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.)

Sponsor-wide plan assets over time

All Sharpe Executive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.179007656749853% vs 2022
2023 filing year
$15M$20M$25M$30M 20222023 $27.2M $20.3M ▼ -25.2%
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 ($B) Participants Sharpe Executive Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.027173279 · Participants: 4Sharpe Executive Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sharpe Executive Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Almar Contracting Corp Employee Stock Ownership Plan in NY ($27M); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 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).
Which ESOP plans cover a similar participant headcount to Sharpe Executive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M 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 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.