ESOP · DOL Form 5500 · 2023
Systems Integration Specialists, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $322,837
- Avg per participant High balance/head
Official DOL plan name: Systems Integration Specialists, Inc. Employee Stock Ownership Plan · Sponsored by Systems Integration Specialists, Inc. · Ohio · Professional & Technical Services
$7M in assets, 22 participants
Systems Integration Specialists, Inc.'s Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported $7M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,105 in Professional & Technical Services (20,321 peers)
2023 asset change
Systems Integration Specialists, Inc. Employee Stock Ownership Plan declined sharply 15.3% in 2023 ($8M → $7M) for 22 participants.
- #10,105
- in Professional & Technical Services (20,321 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Systems Integration Specialists, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Systems Integration Specialists, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,102,417 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Systems Integration Specialists, 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. Systems Integration Specialists, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$395K in the plan year 2023 filing.
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported participants rose from 16 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 311723943 · Systems Integration Specialists, Inc. PY 2023 · ESOP
Systems Integration Specialists, Inc. Employee Stock Ownership Plan · $7M · 22 · 51st
- EBSA $7M
- PART 22
- TYPE 51st
- NET ESOP
- BOOK near Coldstream Service Holdings, Inc. Employee Stock Ownership Plan
- VS-ST ind #10105
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 Ohio →
Systems Integration Specialists, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Systems Integration Specialists, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Systems Integration Specialists, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 9.63166581469862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $8M |
| 2023 | 1 | 22 | $7M |
| 2024 | 1 | 29 | $8M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$395K |
| Employer EIN | 311723943 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Systems Integration Specialists, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Coldstream Service Holdings, Inc. Employee Stock Ownership Plan in PA ($7M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.