ESOP · DOL Form 5500 · 2023

The Sigma Group, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
56
Participants
62nd
Percentile by assets
$210,377
Avg per participant
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Official DOL plan name: Sigma Employee Stock Ownership Plan · Sponsored by The Sigma Group, Inc. · Wisconsin · Professional & Technical Services

$12M in assets, 56 participants

The Sigma Group, Inc.'s Sigma Employee Stock Ownership Plan reported $12M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #12,433 in Professional & Technical Services (20,321 peers)

The Sigma Group, Inc. multi-year trail

The Sigma Group, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows Sigma Employee Stock Ownership Plan at $12M / 56 participants.

$12M
total plan assets (2023 EOY)
56
covered participants
62nd
percentile by assets (of 127,072 plans)
$210,377
avg assets per participant

Where Sigma Employee Stock Ownership Plan sits by total assets

Sigma Employee Stock Ownership Plan vs every filed plan by assets

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

$11,781,136 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sigma Employee Stock Ownership Plan reported net income rose from $548K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sigma Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 56 in the plan year 2023 filing.
  • Sigma Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Professional & Technical Services

The Sigma Group, Inc. across 3 plan years on file

Across the 3 plan years The Sigma Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $12M, a gain of 14.2%, while reported participants moved from 47 to 60 (+27.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($11M).

The Sigma Group, Inc. multi-year asset trail

$10M$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.6M $12.1M ▲ +14.2%
Total plan assets by year, all The Sigma Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 47 $11M
2023 1 56 $12M
2024 1 60 $12M

The Sigma Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN391687373
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Sigma Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Sigma Employee Stock…, Total assets ($B): 0.011781136 · Participants: 56Sigma Employee Stock…Schreiber Foods, Inc…, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ow…Trachte Building Sys…, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Sys…Wausau Supply Compan…, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Compan…
Sigma Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Sigma Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Sigma Employee Stock Ownership Plan assets move in 2023? ▼
Sigma Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2023, from $11M to $12M. Reported net income was $1M.
How have The Sigma Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sigma Group, Inc.'s sponsor-wide assets grew 14.2%, from $11M to $12M.
Which ESOP plans are similar in size to Sigma Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Windover Construction, Inc. Employee Stock Ownership Plan and Trust in MA ($12M, 60 participants).

Next read for Sigma Employee Stock Ownership Plan

Multi-year trail

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

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 391687373.

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.