ESOP · DOL Form 5500 · 2023
Systems Engineering, Inc. ESOP
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 175
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $269,056
- Avg per participant High balance/head
Official DOL plan name: Systems Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Systems Engineering, Inc. · Maine · Administrative & Support Services
$47M in assets, 175 participants
Systems Engineering, Inc.'s Systems Engineering, Inc. Employee Stock Ownership Plan reported $47M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #4,041 in Administrative & Support Services (4,372 peers)
Coverage in Maine
Systems Engineering, Inc. Employee Stock Ownership Plan covers 175 participants in Maine, about 37% of the average Maine filer (state average ~472 per filing). Assets: $47M.
- #4,041
- in Administrative & Support Services (4,372 peers)
- +17.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Systems Engineering, Inc. Employee Stock Ownership Plan's outsized position by total assets
Systems Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,084,805 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Systems Engineering, 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. Systems Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Systems Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Systems Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Systems Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 169 in the plan year 2022 filing to 175 in the plan year 2023 filing.
DOL schedule card
Filing strip 010462643 · Systems Engineering, Inc. PY 2023 · ESOP
Systems Engineering, Inc. Employee Stock Ownership Plan · $47M · 175 · 85th
- EIN $47M
- RANK 175
- PHOTO 85th
- IND ESOP
- EOY near Integration Innovation, Inc. Employee Stock Ownership Plan
- 5500 ind #4041
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 Maine →
Systems Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 010462643 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Systems Engineering, Inc.)
Sponsor-wide plan assets over time
All Systems Engineering, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 29.004494094658128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 342 | $56M |
| 2023 | 2 | 352 | $66M |
| 2024 | 2 | 359 | $73M |
Nearby ESOP Plans in Maine
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sc Holdings, Inc. Employee Stock Ownership Plan $95M · 479
- Maine Drilling & Blasting Group Employee Stock Ownership Plan $85M · 425
- Johnnys Selected Seeds Employee Stock Ownership Plan $64M · 249
- Portland Air Freight, Inc. Employee Stock Ownership Plan $45M · 85
- Moody's Co-Worker Owned Employee Stock Ownership Plan $33M · 242
Systems Engineering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Maine, the nearest ESOP by assets is Integration Innovation, Inc. Employee Stock Ownership Plan in AL ($47M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Integration Innovation, Inc. Employee Stock Ownership Plan (AL) $47M · 717
- Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust (MN) $47M · 133
- Employee Stock Ownership Plan and Trust of Standard Motor Products, Inc. (NY) $47M · 1,758
- Xfmrs, Inc. Employees' Stock Ownership Plan (IN) $47M · 33
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan (CA) 175 · 0 off
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan (PA) 175 · 0 off
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust (KS) 175 · 0 off
- Matrix Design Group, Inc. Employee Stock Ownership Plan (CO) 175 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.