ESOP · DOL Form 5500 · 2023

Sps New England, Inc. ESOP

Data updated 2026-08-11

$19M
Total assets
182
Participants
71st
Percentile by assets
$101,934
Avg per participant
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Official DOL plan name: Sps New England, Inc. Employee Stock Ownership Plan · Sponsored by Sps New England, Inc. · Massachusetts · Construction

$19M in assets, 182 participants

Sps New England, Inc.'s Sps New England, Inc. Employee Stock Ownership Plan reported $19M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #6,320 in Construction (9,030 peers)

Coverage in Massachusetts

Sps New England, Inc. Employee Stock Ownership Plan covers 182 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

$19M
total plan assets (2023 EOY)
182
covered participants
71st
percentile by assets (of 127,072 plans)
$101,934
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sps New England, Inc. Employee Stock Ownership Plan reported net income rose from -$46M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sps New England, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sps New England, Inc. Employee Stock Ownership Plan reported participants fell from 184 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sps New England, Inc. Employee Stock Ownership Plan reports 182 participants - about 28% of that state average ($19M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$37M
Net Income$9M
Employer EIN042741165
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sps New England, Inc.)

$40M$60M$80M$100M 202220232024 $46.1M $93.8M ▲ +103.5%
Total plan assets by year, all Sps New England, Inc. plans on file
Year Plans Participants Total Assets
2022 2 510 $46M
2023 2 497 $58M
2024 2 429 $94M

Nearby ESOP Plans in Massachusetts

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

Sps New England, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Sps New England, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Sps New England, Inc…Consigli Building Gr…The Gillette Company…Shawmut Group Employ…First Amended and Re…Eastern Bank Employe…
Sps New England, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sps New England, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sps New England, Inc. Employee Stock Ownership Plan assets move in 2023?
Sps New England, Inc. Employee Stock Ownership Plan surged - up 86.3% during 2023, from $10M to $19M. Reported net income was $9M.
How have Sps New England, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sps New England, Inc.'s sponsor-wide assets grew 103.5%, from $46M to $94M.
Which ESOP plans are similar in size to Sps New England, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Weststar Bank Holding Company, Inc. Employee Stock Ownership Plan in TX ($19M, 287 participants).

Next read for Sps New England, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Sps New England, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Sps New England, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
  • Sps New England, Inc.'s sponsor-wide assets have grown 103.5% since 2022 across 3 plan years on file. More Construction plans