ESOP · DOL Form 5500 · 2022

Strategic Business Insights ESOP

Data updated 2026-08-25

$526K
Total assets Small plan by assets
32
Participants Small participant base
19th
Percentile by assets National rank
$16,445
Avg per participant Low balance/head
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Official DOL plan name: Strategic Business Insights Employee Stock Ownership Plan · Sponsored by Strategic Business Insights · California · Professional & Technical Services

$526K in assets, 32 participants

Strategic Business Insights's Strategic Business Insights Employee Stock Ownership Plan reported $526K in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,255 in Professional & Technical Services (21,562 peers)

2022 asset change

Strategic Business Insights Employee Stock Ownership Plan surged 315.1% in 2022 ($127K → $526K) for 32 participants.

#3,255
in Professional & Technical Services (21,562 peers)
+315.1%
assets growth YoY

Strategic Business Insights Employee Stock Ownership Plan among the smaller filed plans by assets

Strategic Business Insights Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$526,237 19th percentile higher than 19% of 139,123 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 2022

Strategic Business Insights Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Business Insights Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 943366620 · Strategic Business Insights PY 2022 · ESOP

Strategic Business Insights Employee Stock Ownership Plan · $526K · 32 · 19th

  • VS-ST $526K
  • BOY 32
  • SCH 19th
  • EBSA ESOP
  • PART near Paktek Corporation Employee Stock Ownership Plan and Trust
  • TYPE ind #3255

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 California →

Strategic Business Insights Employee Stock Ownership Plan in the asset neighbourhood

Strategic Business Insights Employee Stock Ownership PlanStrategic Business Insights …$526KPaktek Corporation Employee Stock Ownership Plan and TrustPaktek Corporation Employee …$525KIntegrity Tree Services Employee Stock Ownership PlanIntegrity Tree Services Empl…$530KDexter Research Center Inc Employee Stock Ownership PlanDexter Research Center Inc E…$524KVincent Pools, Inc. Employee Stock Ownership PlanVincent Pools, Inc. Employee…$523K
End-of-year total assets ($M) among Strategic Business Insights Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Strategic Business Insights years around the 2022 move

Sponsor-wide plan assets over time

All Strategic Business Insights plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.53M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 32 $526K
2023 2 24 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$127K
Net Assets (End of Year)$526K
Net Income$400K
Employer EIN943366620
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Strategic Business Insights Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Strategic Business Insights Employee Stock Ownership Plan, Total assets ($B): 0.000526237 · Participants: 32Strategic Business Insights Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Strategic Business Insights Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Strategic Business Insights Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Paktek Corporation Employee Stock Ownership Plan and Trust in IL ($525K); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strategic Business Insights Employee Stock Ownership Plan assets move in 2022? ▼
Strategic Business Insights Employee Stock Ownership Plan surged - up 315.1% during 2022, from $127K to $526K. Reported net income was $400K.
Where does Strategic Business Insights Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Strategic Business Insights Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Strategic Business Insights Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paktek Corporation Employee Stock Ownership Plan and Trust in IL ($525K, 1 participant).
Which ESOP plans cover a similar participant headcount to Strategic Business Insights Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943366620.

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.