ESOP · DOL Form 5500 · 2023

Sa Group, Inc ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
52
Participants Small participant base
65th
Percentile by assets National rank
$257,985
Avg per participant Above avg balance/head
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Official DOL plan name: Soderholm & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sa Group, Inc · Minnesota · Administrative & Support Services

$13M in assets, 52 participants

Sa Group, Inc's Soderholm & Associates, Inc. Employee Stock Ownership Plan reported $13M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,554 in Administrative & Support Services (4,372 peers)

2023 asset change

Soderholm & Associates, Inc. Employee Stock Ownership Plan grew sharply 19.8% in 2023 ($11M → $13M) for 52 participants.

#3,554
in Administrative & Support Services (4,372 peers)
+19.8%
assets growth YoY

Soderholm & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,415,215 Top 35% higher than 65% 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

Soderholm & Associates, Inc. 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. Soderholm & Associates, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soderholm & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410836048 · Sa Group, Inc PY 2023 · ESOP

Soderholm & Associates, Inc. Employee Stock Ownership Plan · $13M · 52 · 65th

  • IND $13M
  • EOY 52
  • 5500 65th
  • ASSETS ESOP
  • PCT near Quality Staffing Employee Stock Ownership Plan
  • EIN ind #3554

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 Minnesota →

Soderholm & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Soderholm & Associates, Inc. Employee Stock Ownership PlanSoderholm & Associates, Inc.…$13MQuality Staffing Employee Stock Ownership PlanQuality Staffing Employee St…$13MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$13MInfinity Drywall Contracting, Inc. Employee Stock Ownership PlanInfinity Drywall Contracting…$13MAdm Group, Inc. Employee Stock Ownership PlanAdm Group, Inc. Employee Sto…$13M
End-of-year total assets ($M) among Soderholm & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sa Group, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Sa Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.371251084322372% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $12.3M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 52 $11M
2023 1 52 $13M
2024 1 62 $12M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN410836048
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Soderholm & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.415215 · Participants: 52Soderholm & Associates, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Soderholm & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Quality Staffing Employee Stock Ownership Plan in NC ($13M); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

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 Soderholm & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Soderholm & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 19.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Sa Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sa Group, Inc's sponsor-wide assets grew 9.4%, from $11M to $12M.
Which ESOP plans are similar in size to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quality Staffing Employee Stock Ownership Plan in NC ($13M, 60 participants).
Which ESOP plans cover a similar participant headcount to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants, $50M 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 410836048.

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.