ESOP · DOL Form 5500 · 2023

The Sigma Group, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
56
Participants Small participant base
62nd
Percentile by assets National rank
$210,377
Avg per participant Above avg balance/head
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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.

  • #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.

#12,433
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY

Sigma Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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 Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sigma Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 391687373 · The Sigma Group, Inc. PY 2023 · ESOP

Sigma Employee Stock Ownership Plan · $12M · 56 · 62nd

  • IND $12M
  • EOY 56
  • 5500 62nd
  • ASSETS ESOP
  • PCT near Windover Construction, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #12433

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 Wisconsin →

Sigma Employee Stock Ownership Plan in the asset neighbourhood

W.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$12MSigma Employee Stock Ownership PlanSigma Employee Stock Ownersh…$12MWindover Construction, Inc. Employee Stock Ownership Plan and TrustWindover Construction, Inc. …$12MMusselman and Hall Employee Stock Ownership PlanMusselman and Hall Employee …$12MMountain Hardware and Sports Employee Stock Ownership PlanMountain Hardware and Sports…$12M
End-of-year total assets ($M) among Sigma Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Sigma Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Sigma Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 14.220181888477493% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.6M $12.1M ▲ +14.2%
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 ($B) Participants Sigma Employee Stock Ownership Plan, Total assets ($B): 0.011781136 · Participants: 56Sigma Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
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 →

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

Outside Wisconsin, the nearest ESOP by assets is Windover Construction, Inc. Employee Stock Ownership Plan and Trust in MA ($12M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to Sigma Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants, N/A 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 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.