ESOP · DOL Form 5500 · 2023

Sources of Strength Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
29th
Percentile by assets National rank
$84,548
Avg per participant Below avg 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

$2M in assets, 20 participants

Sources of Strength Inc.'s Sources of Strength Inc. Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2023 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.

  • #4,907 in Professional & Technical Services (20,321 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 $2M / 20 participants.

#4,907
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

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 2023 · DOL Form 5500

$1,690,956 29th percentile higher than 29% 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

Sources of Strength 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. Sources of Strength Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sources of Strength Inc. Employee Stock Ownership Plan reported net income rose from -$769K in the plan year 2022 filing to $398K in the plan year 2023 filing.
  • Sources of Strength Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sources of Strength Inc. Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 450451560 · Sources of Strength Inc. PY 2023 · ESOP

Sources of Strength Inc. Employee Stock Ownership Plan · $2M · 20 · 29th

  • PART $2M
  • TYPE 20
  • NET 29th
  • BOOK ESOP
  • VS-ST near Pictura Employee Stock Ownership Plan and Trust
  • BOY ind #4907

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…$2MPictura Employee Stock Ownership Plan and TrustPictura Employee Stock Owner…$2MScimitar, Inc. Employee Stock Ownership PlanScimitar, Inc. Employee Stoc…$2MKearney Equipment Holdings, Inc. Employee Stock Ownership PlanKearney Equipment Holdings, …$2MBlocka Construction, Inc. Employee Stock Ownership PlanBlocka Construction, Inc. Em…$2M
End-of-year total assets ($M) among Sources of Strength Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$371K
Net Income$398K
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 -1000100200300400500 Total assets ($M) Participants Sources of Strength Inc. Employee Stock Ownership Plan, Total assets ($M): 1.690956 · Participants: 20Sources of Strength Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Sources of Strength Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Sources of Strength Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 Pictura Employee Stock Ownership Plan and Trust in MN ($2M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Sources of Strength Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sources of Strength Inc. Employee Stock Ownership Plan grew sharply - up 23.6% during 2023, from $1M to $2M. Reported net income was $398K.
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 Pictura Employee Stock Ownership Plan and Trust in MN ($2M, 26 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 Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 450451560.

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.