ESOP · DOL Form 5500 · 2022

Severson Group, Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
166
Participants Small participant base
88th
Percentile by assets National rank
$317,628
Avg per participant High balance/head
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Official DOL plan name: Severson Group Employee Stock Ownership Plan · Sponsored by Severson Group, Inc. · California · Construction

$53M in assets, 166 participants

Severson Group, Inc.'s Severson Group Employee Stock Ownership Plan reported $53M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,619 in Construction (9,927 peers)

Coverage in California

Severson Group Employee Stock Ownership Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $53M.

#8,619
in Construction (9,927 peers)
+9.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Severson Group Employee Stock Ownership Plan's outsized position by total assets

Severson Group Employee Stock Ownership Plan vs every filed plan by assets

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

$52,726,192 Top 12% higher than 88% 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

Severson Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Severson Group Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

Plan-year Form 5500 strip

Filing strip 951550927 · Severson Group, Inc. PY 2022 · ESOP

Severson Group Employee Stock Ownership Plan · $53M · 166 · 88th

  • PART $53M
  • PART 166
  • PART 88th
  • PART ESOP
  • PART near Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #8619

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 California →

Severson Group Employee Stock Ownership Plan in the asset neighbourhood

Lockheed Martin Corporation Basic Benefit Plan for Hourly EmployeesLockheed Martin Corporation …$53MSeverson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$53MHighlight Technologies, Inc. Employee Stock Ownership Plan and TrustHighlight Technologies, Inc.…$53MVirginia Systems and Technology, Inc. Profit Sharing PlanVirginia Systems and Technol…$53MIntegra Technologies Employee Stock Ownership PlanIntegra Technologies Employe…$53M
End-of-year total assets ($M) among Severson Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN951550927
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Severson Group, Inc.)

Sponsor-wide plan assets over time

All Severson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 9.492251972226631% vs 2022
2023 filing year
$52M$54M$56M$58M$60M 20222023 $52.7M $57.7M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 166 $53M
2023 1 148 $58M

Nearby ESOP Plans in California

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

Severson Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Severson Group Employee Stock Ownership Plan, Total assets ($B): 0.052726192 · Participants: 166Severson Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Severson Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Severson Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust in VA ($53M); by covered participants it is Helicopters, Inc. Employee Stock Ownership Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

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 did Severson Group Employee Stock Ownership Plan assets move in 2022? ▼
Severson Group Employee Stock Ownership Plan grew at a solid clip - up 9.3% during 2022, from $48M to $53M. Reported net income was $5M.
How have Severson Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Severson Group, Inc.'s sponsor-wide assets grew 9.5%, from $53M to $58M.
Where does Severson Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Severson Group Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Severson Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust in VA ($53M, 380 participants).
Which ESOP plans cover a similar participant headcount to Severson Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Helicopters, Inc. Employee Stock Ownership Plan in IL (166 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951550927.

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.