ESOP · DOL Form 5500 · 2023

Struthers-Dunn ESOP ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
34th
Percentile by assets National rank
$97,711
Avg per participant Below avg balance/head
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Official DOL plan name: Struthers-Dunn Employee Stock Ownership Plan · Sponsored by Struthers-Dunn ESOP · South Carolina · Professional & Technical Services

$3M in assets, 28 participants

Struthers-Dunn ESOP's Struthers-Dunn Employee Stock Ownership Plan reported $3M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,314 in Professional & Technical Services (20,321 peers)

Struthers-Dunn ESOP multi-year trail

Struthers-Dunn ESOP's plans moved +253.5% in assets from 2022 to 2024; this filing shows Struthers-Dunn Employee Stock Ownership Plan at $3M / 28 participants.

#6,314
in Professional & Technical Services (20,321 peers)
+146.1%
assets growth YoY

Struthers-Dunn Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Struthers-Dunn Employee Stock Ownership Plan vs every filed plan by assets

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

$2,735,912 34th percentile higher than 34% 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

Struthers-Dunn 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. Struthers-Dunn Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Struthers-Dunn Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Struthers-Dunn Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Struthers-Dunn Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201948878 · Struthers-Dunn ESOP PY 2023 · ESOP

Struthers-Dunn Employee Stock Ownership Plan · $3M · 28 · 34th

  • PART $3M
  • PART 28
  • PART 34th
  • PART ESOP
  • PART near Capital Insurance Holdings, Inc. Employee Stock Ownership Plan
  • PART ind #6314

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 South Carolina →

Struthers-Dunn Employee Stock Ownership Plan in the asset neighbourhood

Struthers-Dunn Employee Stock Ownership PlanStruthers-Dunn Employee Stoc…$3MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$3MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MOsb Community Bank Employee Stock Ownership PlanOsb Community Bank Employee …$3M
End-of-year total assets ($M) among Struthers-Dunn Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Struthers-Dunn ESOP multi-year asset trail

Sponsor-wide plan assets over time

All Struthers-Dunn ESOP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 253.48186081913542% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $1.11M $3.93M ▲ +254.1%
Year Plans Participants Total Assets
2022 1 29 $1M
2023 1 28 $3M
2024 1 30 $4M

Struthers-Dunn ESOP filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$3M
Net Income$2M
Employer EIN201948878
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Struthers-Dunn Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 -20020406080 Total assets ($M) Participants Struthers-Dunn Employee Stock Ownership Plan, Total assets ($M): 2.735912 · Participants: 28Struthers-Dunn Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Struthers-Dunn Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Struthers-Dunn Employee Stock Ownership Plan side-by-side with 3 peers →

Struthers-Dunn Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Capital Insurance Holdings, Inc. Employee Stock Ownership Plan in FL ($3M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

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 Struthers-Dunn Employee Stock Ownership Plan assets move in 2023? ▼
Struthers-Dunn Employee Stock Ownership Plan surged - up 146.1% during 2023, from $1M to $3M. Reported net income was $2M.
How have Struthers-Dunn ESOP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Struthers-Dunn ESOP's sponsor-wide assets grew 253.5%, from $1M to $4M.
Which ESOP plans are similar in size to Struthers-Dunn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capital Insurance Holdings, Inc. Employee Stock Ownership Plan in FL ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to Struthers-Dunn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 201948878.

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.