ESOP · DOL Form 5500 · 2023
Sos Service, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 29
- Participants
- 73rd
- Percentile by assets
- $709,404
- Avg per participant
Official DOL plan name: Sos Service, Inc. Employee Stock Ownership Plan · Sponsored by Sos Service, Inc. · Indiana · Other Services
$21M in assets, 29 participants
Sos Service, Inc.'s Sos Service, Inc. Employee Stock Ownership Plan reported $21M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #6,712 in Other Services (7,857 peers)
Sos Service, Inc. multi-year trail
Sos Service, Inc.'s plans moved +68.5% in assets from 2022 to 2024; this filing shows Sos Service, Inc. Employee Stock Ownership Plan at $21M / 29 participants.
- $21M
- total plan assets (2023 EOY)
- 29
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $709,404
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sos Service, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sos Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Sos Service, Inc. Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Sos Service, Inc. across 3 plan years on file
Across the 3 plan years Sos Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $29M, a gain of 68.5%, while reported participants moved from 26 to 26 (+0.0%). Peak year by sponsor assets: 2024 ($29M); trough: 2022 ($17M).
Sos Service, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $17M |
| 2023 | 1 | 29 | $21M |
| 2024 | 1 | 26 | $29M |
Sos Service, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 352088226 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Sos Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sos Service, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Sos Service, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sos Service, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Sos Service, Inc.'s sponsor-wide assets have grown 68.5% since 2022 across 3 plan years on file. More Other Services plans