ESOP · DOL Form 5500 · 2023

Sigma Equipment, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
126
Participants Small participant base
37th
Percentile by assets National rank
$26,004
Avg per participant Low balance/head
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Official DOL plan name: Sigma Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Sigma Equipment, Inc. · Indiana · Manufacturing

$3M in assets, 126 participants

Sigma Equipment, Inc.'s Sigma Equipment, Inc. Employee Stock Ownership Plan reported $3M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,817 in Manufacturing (18,722 peers)

Coverage in Indiana

Sigma Equipment, Inc. Employee Stock Ownership Plan covers 126 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#3,817
in Manufacturing (18,722 peers)
-5.4%
assets change YoY

Sigma Equipment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Sigma Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,276,463 37th percentile higher than 37% 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

Sigma Equipment, 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. Sigma Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sigma Equipment, Inc. Employee Stock Ownership Plan reported net income rose from -$653K in the plan year 2022 filing to $234K in the plan year 2023 filing.
  • Sigma Equipment, Inc. Employee Stock Ownership Plan reported participants rose from 112 in the plan year 2022 filing to 126 in the plan year 2023 filing.
  • Sigma Equipment, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202062609 · Sigma Equipment, Inc. PY 2023 · ESOP

Sigma Equipment, Inc. Employee Stock Ownership Plan · $3M · 126 · 37th

  • RANK $3M
  • PHOTO 126
  • IND 37th
  • EOY ESOP
  • 5500 near R&c Roofing, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3817

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 Indiana →

Sigma Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sigma Equipment, Inc. Employee Stock Ownership PlanSigma Equipment, Inc. Employ…$3MR&c Roofing, Inc. Employee Stock Ownership PlanR&c Roofing, Inc. Employee S…$3MScj Alliance Consulting Services Employee Stock Ownership Plan and TrustScj Alliance Consulting Serv…$3MWirefab, Inc. Employee Stock Ownership PlanWirefab, Inc. Employee Stock…$3MEmployee Stock Ownership Plan and Trust for the Employees of Macho Products, Inc.Employee Stock Ownership Pla…$3M
End-of-year total assets ($M) among Sigma Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$234K
Employer EIN202062609
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sigma Equipment, Inc.)

Sponsor-wide plan assets over time

All Sigma Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.81301527053245% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.53M $2.17M ▼ -66.8%
Year Plans Participants Total Assets
2022 2 221 $7M
2023 1 126 $3M
2024 1 130 $2M

Nearby ESOP Plans in Indiana

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

Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Sigma Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003276463 · Participants: 126Sigma Equipment, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sigma Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sigma Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is R&c Roofing, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Pdm Employee Stock Ownership Plan in IA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Sigma Equipment, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sigma Equipment, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.4% during 2023, from $3M to $3M. Reported net income was $234K.
How have Sigma Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sigma Equipment, Inc.'s sponsor-wide assets declined 66.8%, from $7M to $2M.
Which ESOP plans are similar in size to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R&c Roofing, Inc. Employee Stock Ownership Plan in WA ($3M, 154 participants).
Which ESOP plans cover a similar participant headcount to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pdm Employee Stock Ownership Plan in IA (126 participants, $29M 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 202062609.

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.