ESOP · DOL Form 5500 · 2022

Severson Group, Inc. ESOP

Data updated 2026-08-11

$53M
Total assets
166
Participants
88th
Percentile by assets
$317,628
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$53M
total plan assets (2022 EOY)
166
covered participants
88th
percentile by assets (of 139,126 plans)
$317,628
avg assets per participant
State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Severson Group Employee Stock Ownership Plan reports 166 participants - about 26% of that state average ($53M EOY assets).

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.)

$52M$54M$56M$58M$60M 20222023 $52.7M $57.7M ▲ +9.5%
Total plan assets by year, all Severson Group, Inc. plans on file
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

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 Emplo…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Severson Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Severson Group Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Severson Group Employee Stock Ownership …

Filing takeaways

Ways to act on Severson Group Employee Stock Ownership Plan's numbers.

  • By total assets, Severson Group Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Severson Group, Inc.'s sponsor-wide assets have grown 9.5% since 2022 across 2 plan years on file. More Construction plans