ESOP · DOL Form 5500 · 2023

Sos Service, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
29
Participants Small participant base
73rd
Percentile by assets National rank
$709,404
Avg per participant High balance/head
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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.

  • #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.

#6,712
in Other Services (7,857 peers)
+19.3%
assets growth YoY

Sos Service, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sos Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,572,704 Top 27% higher than 73% 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

Sos Service, 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. Sos Service, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352088226 · Sos Service, Inc. PY 2023 · ESOP

Sos Service, Inc. Employee Stock Ownership Plan · $21M · 29 · 73rd

  • BOOK $21M
  • VS-ST 29
  • BOY 73rd
  • SCH ESOP
  • EBSA near Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan
  • PART ind #6712

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 Indiana →

Sos Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cgp Foods Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stoc…$21MOil Well Service Co. Employee Stock Ownership PlanOil Well Service Co. Employe…$21MSos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$21MLoureiro Engineering Associates, Inc. Employee Stock Ownership PlanLoureiro Engineering Associa…$21MBognet Construction Associates Inc. Employee Stock Ownership PlanBognet Construction Associat…$21M
End-of-year total assets ($M) among Sos Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sos Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sos Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 68.53072478793601% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $29.1M ▲ +68.6%
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 EIN352088226
Plan Effective Date2006-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Sos Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020572704 · Participants: 29Sos Service, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Sos Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sos Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sos Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT ($21M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Sos Service, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sos Service, Inc. Employee Stock Ownership Plan grew sharply - up 19.3% during 2023, from $17M to $21M. Reported net income was $3M.
How have Sos Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sos Service, Inc.'s sponsor-wide assets grew 68.5%, from $17M to $29M.
Which ESOP plans are similar in size to Sos Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT ($21M, 161 participants).
Which ESOP plans cover a similar participant headcount to Sos Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 participants, N/A 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 352088226.

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.