ESOP · DOL Form 5500 · 2023

Sanborn, Head & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
189
Participants Below avg headcount
34th
Percentile by assets National rank
$14,291
Avg per participant Low balance/head
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Official DOL plan name: Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sanborn, Head & Associates, Inc. · New Hampshire · Professional & Technical Services

$3M in assets, 189 participants

Sanborn, Head & Associates, Inc.'s Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,272 in Professional & Technical Services (20,321 peers)

Sanborn, Head & Associates, Inc. multi-year trail

Sanborn, Head & Associates, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan at $3M / 189 participants.

#6,272
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,701,067 34th percentile higher than 34% 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

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $163K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020463099 · Sanborn, Head & Associates, Inc. PY 2023 · ESOP

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan · $3M · 189 · 34th

  • RANK $3M
  • PHOTO 189
  • IND 34th
  • EOY ESOP
  • 5500 near Todd Construction, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #6272

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 New Hampshire →

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Atrix Employee Stock Ownership PlanAtrix Employee Stock Ownersh…$3MAnaplex Corporation Employee Stock Ownership PlanAnaplex Corporation Employee…$3MSanborn, Head & Associates, Inc. Employee Stock Ownership PlanSanborn, Head & Associates, …$3MTodd Construction, Inc. Employee Stock Ownership Plan and TrustTodd Construction, Inc. Empl…$3MCombat Brands Employee Stock Ownership PlanCombat Brands Employee Stock…$3M
End-of-year total assets ($M) among Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sanborn, Head & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sanborn, Head & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 31.981530334190573% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.7M $41.9M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 351 $32M
2023 2 368 $38M
2024 2 355 $42M

Sanborn, Head & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$392K
Employer EIN020463099
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002701067 · Participants: 189Sanborn, Head & Associates, Inc. Employee Stock Ownership PlanHypertherm Associate Stock Ownership Plan, Total assets ($B): 1.041097337 · Participants: 1417Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074655129 · Participants: 471New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029058095 · Participants: 2711a Auto, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026090701 · Participants: 55New Hampshire Boring, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01353707 · Participants: 75Admix, Inc. Employee Stock Ownership Plan
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Hampshire, the nearest ESOP by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($3M); by covered participants it is De Corp. Employee Stock Ownership Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.1% during 2023, from $2M to $3M. Reported net income was $392K.
How have Sanborn, Head & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanborn, Head & Associates, Inc.'s sponsor-wide assets grew 32.0%, from $32M to $42M.
Which ESOP plans are similar in size to Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Todd Construction, Inc. Employee Stock Ownership Plan and Trust in OR ($3M, 61 participants).
Which ESOP plans cover a similar participant headcount to Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is De Corp. Employee Stock Ownership Plan in TX (189 participants, $45M 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 020463099.

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.