ESOP · DOL Form 5500 · 2023

Summers of Brownsburg, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
127
Participants Small participant base
80th
Percentile by assets National rank
$257,480
Avg per participant Above avg balance/head
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Official DOL plan name: Summers of Brownsburg ESOP · Sponsored by Summers of Brownsburg, Inc. · Indiana · Construction

$33M in assets, 127 participants

Summers of Brownsburg, Inc.'s Summers of Brownsburg ESOP reported $33M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,116 in Construction (9,030 peers)

Coverage in Indiana

Summers of Brownsburg ESOP covers 127 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $33M.

#7,116
in Construction (9,030 peers)
+41.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Summers of Brownsburg ESOP's outsized position by total assets

Summers of Brownsburg ESOP vs every filed plan by assets

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

$32,700,000 Top 20% higher than 80% 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

Summers of Brownsburg ESOP among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summers of Brownsburg ESOP sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summers of Brownsburg ESOP reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Summers of Brownsburg ESOP end-of-year assets rose from $23M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Summers of Brownsburg ESOP reported participants rose from 107 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454502260 · Summers of Brownsburg, Inc. PY 2023 · ESOP

Summers of Brownsburg ESOP · $33M · 127 · 80th

  • SCH $33M
  • SCH 127
  • SCH 80th
  • SCH ESOP
  • SCH near Red Dot Corporation Employee Stock Ownership Plan and Trust
  • SCH ind #7116

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 →

Summers of Brownsburg ESOP in the asset neighbourhood

Acrt Services, Inc. Employee Stock Ownership PlanAcrt Services, Inc. Employee…$33MSummers of Brownsburg ESOP$33MRed Dot Corporation Employee Stock Ownership Plan and TrustRed Dot Corporation Employee…$33MCtl Engineering, Inc. Employee Stock Ownership PlanCtl Engineering, Inc. Employ…$33MLpi Employee Stock Ownership PlanLpi Employee Stock Ownership…$33M
End-of-year total assets ($M) among Summers of Brownsburg ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$10M
Employer EIN454502260
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summers of Brownsburg, Inc.)

Sponsor-wide plan assets over time

All Summers of Brownsburg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 103.46320346320346% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.1M $47M ▲ +103.5%
Year Plans Participants Total Assets
2022 1 107 $23M
2023 1 127 $33M
2024 1 147 $47M

Nearby ESOP Plans in Indiana

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

Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Summers of Brownsburg ESOP, Total assets ($B): 0.0327 · Participants: 127Summers of Brownsburg ESOPJasper 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
Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Summers of Brownsburg ESOP side-by-side with 3 peers →

Summers of Brownsburg ESOP's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA ($33M); by covered participants it is First Bank Employee Stock Ownership Plan in AK (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Summers of Brownsburg ESOP assets move in 2023? ▼
Summers of Brownsburg ESOP surged - up 41.6% during 2023, from $23M to $33M. Reported net income was $10M.
How have Summers of Brownsburg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers of Brownsburg, Inc.'s sponsor-wide assets grew 103.5%, from $23M to $47M.
Where does Summers of Brownsburg ESOP rank by assets among Form 5500 filers? ▼
Summers of Brownsburg ESOP ranks in the 80th 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 Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by assets is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA ($33M, 264 participants).
Which ESOP plans cover a similar participant headcount to Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is First Bank Employee Stock Ownership Plan in AK (127 participants, $6M 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 454502260.

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.