ESOP · DOL Form 5500 · 2023

Sarsen Capital Corporation ESOP

Data updated 2026-08-11

$42M
Total assets: 54
Participants: 83rd
Percentile by assets: $769,892
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$42M
total plan assets (2023 EOY): 54
covered participants: 83rd
percentile by assets (of 127,072 plans): $769,892
avg assets per participant

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 →

State

Ohio

Industry

Finance & Insurance

Sarsen Capital Corporation Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Sarsen Capital Corporation Employee Stock Ownership Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$42M
Net Income	$512K
Employer EIN	233341606
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sarsen Capital Corporation)

Total plan assets by year, all Sarsen Capital Corporation plans on file

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

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
Messer Inc. Employee Stock Ownership Plan $622M · 873
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434

Compare Sarsen Capital Corporation Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sarsen Capital Corporation Employee Stock Ownership Plan by total assets, not by location.

Compensia, Inc. Employee Stock Ownership Plan (CA) $42M · 68
Andres Construction Employee Stock Ownership Plan (TX) $42M · 168
Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan (PA) $42M · 307
Bank Forward Employee Stock Ownership Plan (ND) $42M · 202

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).

Next read for Sarsen Capital Corporation Employee Stoc…

Scale reading

Ways to act on Sarsen Capital Corporation Employee Stock Ownership Plan's numbers.

By total assets, Sarsen Capital Corporation 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 Ohio. Compare plans
Sarsen Capital Corporation's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.