ESOP · DOL Form 5500 · 2022

Sources of Strength Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
23
Participants Small participant base
29th
Percentile by assets National rank
$59,480
Avg per participant Low balance/head
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Official DOL plan name: Sources of Strength Inc. Employee Stock Ownership Plan · Sponsored by Sources of Strength Inc. · Colorado · Professional & Technical Services

$1M in assets, 23 participants

Sources of Strength Inc.'s Sources of Strength Inc. Employee Stock Ownership Plan reported $1M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,352 in Professional & Technical Services (21,562 peers)

Sources of Strength Inc. multi-year trail

Sources of Strength Inc.'s plans moved -49.6% in assets from 2022 to 2024; this filing shows Sources of Strength Inc. Employee Stock Ownership Plan at $1M / 23 participants.

#5,352
in Professional & Technical Services (21,562 peers)
-$769K
reported net income

The plan reported a net loss of $769K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sources of Strength Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sources of Strength Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,368,036 29th percentile higher than 29% of 139,123 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 2022

Sources of Strength Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sources of Strength Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 450451560 · Sources of Strength Inc. PY 2022 · ESOP

Sources of Strength Inc. Employee Stock Ownership Plan · $1M · 23 · 29th

  • RANK $1M
  • PHOTO 23
  • IND 29th
  • EOY ESOP
  • 5500 near Hollandia Produce Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5352

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 Colorado →

Sources of Strength Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sources of Strength Inc. Employee Stock Ownership PlanSources of Strength Inc. Emp…$1MHollandia Produce Group, Inc. Employee Stock Ownership PlanHollandia Produce Group, Inc…$1MGotham Per Diem, Inc. Employee Stock Ownership PlanGotham Per Diem, Inc. Employ…$1MPrecision Ferrites and Ceramics, Inc Employee Stock Ownership PlanPrecision Ferrites and Ceram…$1MMilsoft Utility Solutions, Inc. Employee Stock Ownership PlanMilsoft Utility Solutions, I…$1M
End-of-year total assets ($M) among Sources of Strength Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sources of Strength Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sources of Strength Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.58232093307486% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.74M $1.38M ▼ -49.6%
Year Plans Participants Total Assets
2022 2 46 $3M
2023 1 20 $2M
2024 1 19 $1M

Sources of Strength Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$769K
Net Income-$769K
Employer EIN450451560
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Sources of Strength Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Sources of Strength Inc. Employee Stock Ownership Plan, Total assets ($M): 1.368036 · Participants: 23Sources of Strength Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Sources of Strength Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants

Sources of Strength Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Hollandia Produce Group, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Sources of Strength Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sources of Strength Inc.'s sponsor-wide assets declined 49.6%, from $3M to $1M.
Which ESOP plans are similar in size to Sources of Strength Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hollandia Produce Group, Inc. Employee Stock Ownership Plan in CA ($1M, 102 participants).
Which ESOP plans cover a similar participant headcount to Sources of Strength Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M in assets).