ESOP · DOL Form 5500 · 2023

The Savogran Company ESOP

Data updated 2026-08-25

$688K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$137,526
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savogran Company Employee Stock Ownership Plan · Sponsored by The Savogran Company · Massachusetts · Manufacturing

$688K in assets, 5 participants

The Savogran Company's Savogran Company Employee Stock Ownership Plan reported $688K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,613 in Manufacturing (18,722 peers)

The Savogran Company multi-year trail

The Savogran Company's plans moved -29.7% in assets from 2022 to 2024; this filing shows Savogran Company Employee Stock Ownership Plan at $688K / 5 participants.

#1,613
in Manufacturing (18,722 peers)
-4.1%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savogran Company Employee Stock Ownership Plan among the smaller filed plans by assets

Savogran Company Employee Stock Ownership Plan vs every filed plan by assets

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

$687,629 21st percentile higher than 21% 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

Savogran Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savogran Company Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savogran Company Employee Stock Ownership Plan reported net income fell from -$20K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
  • Savogran Company Employee Stock Ownership Plan end-of-year assets fell from $717K in the plan year 2022 filing to $688K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041810570 · The Savogran Company PY 2023 · ESOP

Savogran Company Employee Stock Ownership Plan · $688K · 5 · 21st

  • NET $688K
  • BOOK 5
  • VS-ST 21st
  • BOY ESOP
  • SCH near Gerou Excavating, Inc. Employee Stock Ownership Pl
  • EBSA ind #1613

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 Massachusetts →

Savogran Company Employee Stock Ownership Plan in the asset neighbourhood

Savogran Company Employee Stock Ownership PlanSavogran Company Employee St…$688KGerou Excavating, Inc. Employee Stock Ownership PlGerou Excavating, Inc. Emplo…$688KWoodsboro Bank Employee Stock Ownership PlanWoodsboro Bank Employee Stoc…$686KQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$690KGeorge F. Richardson, Inc. Employee Stock Ownership PlanGeorge F. Richardson, Inc. E…$683K
End-of-year total assets ($M) among Savogran Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Savogran Company multi-year asset trail

Sponsor-wide plan assets over time

All The Savogran Company plans reported in each filing year

Latest sponsor-wide plan assets
$504K 29.690987100517763% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.72M $0.5M ▼ -30.6%
Year Plans Participants Total Assets
2022 1 5 $717K
2023 1 5 $688K
2024 2 8 $504K

The Savogran Company filing trail (2023)

Total Assets (Beginning of Year)$717K
Net Assets (End of Year)$688K
Net Income-$29K
Employer EIN041810570
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Savogran Company Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Savogran Company Employee Stock Ownership Plan, Total assets ($M): 0.687629 · Participants: 5Savogran Company Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Savogran Company Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Savogran Company Employee Stock Ownership Plan side-by-side with 3 peers →

Savogran Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Gerou Excavating, Inc. Employee Stock Ownership Pl in MI ($688K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Savogran Company Employee Stock Ownership Plan assets move in 2023? ▼
Savogran Company Employee Stock Ownership Plan edged down modestly - down 4.1% during 2023, from $717K to $688K. Reported net income was -$29K.
How have The Savogran Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Savogran Company's sponsor-wide assets declined 29.7%, from $717K to $504K.
Where does Savogran Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Savogran Company Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Savogran Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gerou Excavating, Inc. Employee Stock Ownership Pl in MI ($688K, 16 participants).
Which ESOP plans cover a similar participant headcount to Savogran Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 041810570.

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.