ESOP · DOL Form 5500 · 2023

Sarsen Capital Corporation ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
54
Participants Small participant base
83rd
Percentile by assets National rank
$769,892
Avg per participant High balance/head
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Official DOL plan name: Sarsen Capital Corporation Employee Stock Ownership Plan · Sponsored by Sarsen Capital Corporation · Ohio · Finance & Insurance

$42M in assets, 54 participants

Sarsen Capital Corporation's Sarsen Capital Corporation Employee Stock Ownership Plan reported $42M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,629 in Finance & Insurance (8,869 peers)

Where Sarsen Capital Corporation Employee Stock Ownership Plan sits by assets

Sarsen Capital Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $42M for 54 participants (~$769,892/participant), up 1.2% in 2023.

#6,629
in Finance & Insurance (8,869 peers)
+1.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sarsen Capital Corporation Employee Stock Ownership Plan's outsized position by total assets

Sarsen Capital Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$41,574,191 Top 17% higher than 83% 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

Sarsen Capital Corporation 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. Sarsen Capital Corporation Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarsen Capital Corporation Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $512K in the plan year 2023 filing.
  • Sarsen Capital Corporation Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Sarsen Capital Corporation Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 233341606 · Sarsen Capital Corporation PY 2023 · ESOP

Sarsen Capital Corporation Employee Stock Ownership Plan · $42M · 54 · 83rd

  • 5500 $42M
  • ASSETS 54
  • PCT 83rd
  • EIN ESOP
  • RANK near Compensia, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6629

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 Ohio →

Sarsen Capital Corporation Employee Stock Ownership Plan in the asset neighbourhood

Bank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$42MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$42MAndres Construction Employee Stock Ownership PlanAndres Construction Employee…$42MSarsen Capital Corporation Employee Stock Ownership PlanSarsen Capital Corporation E…$42MCompensia, Inc. Employee Stock Ownership PlanCompensia, Inc. Employee Sto…$42M
End-of-year total assets ($M) among Sarsen Capital Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$42M
Net Income$512K
Employer EIN233341606
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarsen Capital Corporation)

Sponsor-wide plan assets over time

All Sarsen Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$47M 13.971089041521411% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $41.1M $46.8M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 51 $41M
2023 1 54 $42M
2024 1 57 $47M

Nearby ESOP Plans in Ohio

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

Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Sarsen Capital Corporation Employee Stock Ownership Plan, Total assets ($B): 0.041574191 · Participants: 54Sarsen Capital Corporation Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Sarsen Capital Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Sarsen Capital Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Compensia, Inc. Employee Stock Ownership Plan in CA ($42M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Sarsen Capital Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Sarsen Capital Corporation Employee Stock Ownership Plan edged up modestly - up 1.2% during 2023, from $41M to $42M. Reported net income was $512K.
How have Sarsen Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarsen Capital Corporation's sponsor-wide assets grew 14.0%, from $41M to $47M.
Where does Sarsen Capital Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sarsen Capital Corporation Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sarsen Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Compensia, Inc. Employee Stock Ownership Plan in CA ($42M, 68 participants).
Which ESOP plans cover a similar participant headcount to Sarsen Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 233341606.

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.